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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

111 hedge funds and large institutions have $330M invested in iShares Mortgage Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
30
Reduced
45
Closed
14
Calls
$120K
Puts
$1.28M
Net Calls
-$1.16M
Net Calls Change
-$189K

Top Buyers

1
BlackRock
1
BlackRock
New York
$17.6M
2
LPL Financial
2
LPL Financial
California
$9.53M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$2.62M
4
IA
4
IFP Advisors
Florida
$2.6M
5
BCM
5
BlueCrest Capital Management
Jersey
$2.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.34M
2
BFA
2
BlackRock Fund Advisors
California
$22.8M
3
GI
3
Gradient Investments
Minnesota
$904K
4
Bank of America
4
Bank of America
North Carolina
$9.28M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$129K 13,526 -324 -2%
SI
77
Stephens Inc
Arkansas
$114K 11,936 +1,000 +9%
SBIA
78
Sheaff Brock Investment Advisors
Indiana
$113K 11,807 +11,807 New
SG
79
Strid Group
Pennsylvania
$105K 10,984 +10,984 New
Walleye Trading
80
Walleye Trading
New York
$103K 10,822 -17,918 -62%
ICOA
81
Investment Centers of America
North Dakota
$102K 10,675 -1,000 -9%
ONB
82
Old National Bancorp
Indiana
$102K 10,707 – –
DG
83
Davidson & Garrard
Virginia
$99K 10,369 -1,000 -9%
Creative Planning
84
Creative Planning
Kansas
$85K 8,842 +1,420 +19%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$71K 7,380 +3,174 +75%
BCI
86
Brinker Capital Investments
Pennsylvania
$70K 7,362 +824 +13%
EDRH
87
Edmond de Rothschild Holding
Switzerland
$63K 6,590 +2,000 +44%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$61K 6,403 +950 +17%
Barclays
89
Barclays
United Kingdom
$56K 6,200 +6,200 New
RCM
90
Robinson Capital Management
Michigan
$49K 5,100 +5,100 New
WP
91
WealthPLAN Partners
Nebraska
$48.4K 5,066 +5,066 New
US Bancorp
92
US Bancorp
Minnesota
$45K 4,700 -3,000 -39%
EDRE
93
Edmond de Rothschild (Europe)
Luxembourg
$44K 4,590 – –
ASN
94
Advisory Services Network
Georgia
$24K 2,500 – –
HNB
95
Huntington National Bank
Ohio
– – – –
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$19K 2,000 – –
EDRS
97
Edmond de Rothschild (Suisse)
Switzerland
$19K 2,000 +2,000 New
AA
98
AlphaMark Advisors
Kentucky
$14K 1,500 – –
AssetMark Inc
99
AssetMark Inc
California
$13K 1,331 -669 -33%
EWM
100
Evercore Wealth Management
New York
$10K 1,000 – –
2 3
4
5 6