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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

144 hedge funds and large institutions have $296M invested in iShares Mortgage Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+41
Holders Change %
+39.81%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
56
Increased
44
Reduced
22
Closed
14
Calls
$1.13M
Puts
$5.98M
Net Calls
-$4.85M
Net Calls Change
-$4.61M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
Bank of America
2
Bank of America
North Carolina
$21.8M
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
RJA
4
Raymond James & Associates
Florida
$7.46M
5
UBS Group
5
UBS Group
Switzerland
$10.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$5.09M
2
MIG
2
Mariner Investment Group
New York
$0
3
AIG
3
American International Group
New York
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$398K +$43.7K +1,070 +12%
M&T Bank
77
M&T Bank
New York
$379K +$379K +9,226 New
WWM
78
Willingdon Wealth Management
North Carolina
$332K +$332K +8,100 New
CAN
79
Cetera Advisor Networks
California
$319K +$70K +1,710 +28%
BRWA
80
B. Riley Wealth Advisors
Florida
$308K +$12.1K +293 +4%
RFC
81
Regions Financial Corp
Alabama
$308K +$308K +7,500 New
DAS
82
Dynamic Advisor Solutions
Arizona
$307K +$123 +3 +0%
JWBC
83
J.W. Burns & Co
New York
$303K +$303K +7,375 New
CIBC World Market
84
CIBC World Market
Ontario, Canada
$294K +$294K +7,167 New
LAM
85
Lebenthal Asset Management
New York
$287K +$287K +7,000 New
LH
86
Lebenthal Holdings
New York
$287K +$287K +7,000 New
Franklin Resources
87
Franklin Resources
California
$278K – – –
PA
88
Pinnacle Associates
New York
$267K +$154K +3,750 +136%
PWM
89
Perigon Wealth Management
California
$262K +$262K +6,382 New
MA
90
MCF Advisors
Kentucky
$258K +$258K +6,277 New
EGA
91
E&G Advisors
Texas
$253K -$5.13K -125 -2%
SI
92
Stephens Inc
Arkansas
$252K +$130K +3,160 +106%
WS
93
Wedbush Securities
California
$244K +$244K +5,950 New
SBH
94
Segall Bryant & Hamill
Illinois
$227K – – –
OC
95
Oppenheimer & Co
New York
$202K +$202K +4,920 New
HPBT
96
High Point Bank & Trust
North Carolina
$187K -$212K -5,181 -53%
GWM
97
Greenwich Wealth Management
Connecticut
$179K – – –
NL
98
NWAM LLC
Washington
$175K +$175K +4,264 New
CG
99
Colony Group
Massachusetts
$154K -$144K -3,500 -48%
EAMA
100
EFG Asset Management (Americas)
Florida
$150K – – –
2 3
4
5 6