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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

131 hedge funds and large institutions have $385M invested in iShares Mortgage Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-17
Holders Change %
-11.49%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
32
Increased
45
Reduced
42
Closed
45
Calls
$3.04M
Puts
$16.4M
Net Calls
-$13.4M
Net Calls Change
-$1.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$69.4M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$5.31M
3
BlackRock
3
BlackRock
New York
$15.9M
4
NR
4
Newfound Research
Massachusetts
$6.19M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$2.21M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$5.97M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3K
4
Bank of America
4
Bank of America
North Carolina
$28.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
76
Willingdon Wealth Management
North Carolina
$434K -$27.2K -646 -6%
AIP
77
ARS Investment Partners
New York
$428K +$428K +10,172 New
MBT
78
Montecito Bank & Trust
California
$421K +$421K +10,013 New
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$408K +$12.7K +302 +3%
SMFG
80
Sumitomo Mitsui Financial Group
Japan
$365K +$365K +8,685 New
MC
81
Moors & Cabot
Massachusetts
$319K +$15K +355 +5%
FTI
82
Fiduciary Trust International
Massachusetts
$315K -$105K -2,500 -25%
RFC
83
Regions Financial Corp
Alabama
$315K – – –
RSA
84
Robertson Stephens Advisors
California
$305K +$305K +7,246 New
JWBC
85
J.W. Burns & Co
New York
$294K – – –
MA
86
MCF Advisors
Kentucky
$271K +$271K +6,453 New
Bank of New York Mellon
87
Bank of New York Mellon
New York
$266K -$286K -6,816 -52%
SFM
88
Signet Financial Management
New Jersey
$263K +$263K +6,261 New
EGA
89
E&G Advisors
Texas
$246K -$13.7K -326 -5%
EWM
90
Edge Wealth Management
New York
$233K -$693K -16,468 -75%
GWM
91
Greenwich Wealth Management
Connecticut
$231K +$1.47K +35 +0.6%
KA
92
Kovack Advisors
Florida
$228K +$252 +6 +0.1%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$213K -$168 -4 -0.1%
HCM
94
Hollencrest Capital Management
California
$210K +$105K +2,500 +100%
BRWA
95
B. Riley Wealth Advisors
Florida
$202K -$196K -4,641 -49%
US Bancorp
96
US Bancorp
Minnesota
$149K +$99.2K +2,364 +199%
GWS
97
Glassman Wealth Services
Virginia
$95K +$95K +2,250 New
NFG
98
Next Financial Group
Texas
$73K -$42 -1 -0.1%
Barclays
99
Barclays
United Kingdom
$65K – – –
BCI
100
Brinker Capital Investments
Pennsylvania
$63K +$63K +1,497 New
2 3
4
5 6