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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

119 hedge funds and large institutions have $568M invested in iShares Mortgage Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-12
Holders Change %
-9.16%
% of All Funds
2.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
17
Increased
41
Reduced
36
Closed
23
Calls
$3.27M
Puts
$10.5M
Net Calls
-$7.25M
Net Calls Change
+$6.12M

Top Buyers

1
BlackRock
1
BlackRock
New York
$57.1M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$34.9M
3
RWP
3
RWA Wealth Partners
Massachusetts
$7.17M
4
Stifel Financial
4
Stifel Financial
Missouri
$8.42M
5
FAM
5
Flaharty Asset Management
Florida
$6.54M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.75M
2
Bank of America
2
Bank of America
North Carolina
$23.8M
3
SAC
3
Smith Affiliated Capital
New York
$137M
4
Wells Fargo
4
Wells Fargo
California
$21.3M
5
SCI
5
Stableford Capital II
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
76
First Allied Advisory Services
California
$384K -$110K -2,428 -22%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$384K +$96.8K +2,139 +34%
FTI
78
Fiduciary Trust International
Massachusetts
$340K – – –
SFM
79
Signet Financial Management
New Jersey
$326K +$42.3K +934 +15%
MA
80
MCF Advisors
Kentucky
$292K – – –
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$275K +$45.3K +1,000 +20%
EGA
82
E&G Advisors
Texas
$265K – – –
GWM
83
Greenwich Wealth Management
Connecticut
$256K +$7.7K +170 +3%
KA
84
Kovack Advisors
Florida
$246K +$317 +7 +0.1%
BRWA
85
B. Riley Wealth Advisors
Florida
$217K -$545 -12 -0.3%
PA
86
Pinnacle Associates
New York
$215K +$215K +4,750 New
BB
87
Bell Bank
North Dakota
$206K +$206K +4,555 New
BCI
88
Brinker Capital Investments
Pennsylvania
$198K +$130K +2,872 +192%
EWM
89
Edge Wealth Management
New York
$161K -$90.5K -1,992 -36%
US Bancorp
90
US Bancorp
Minnesota
$161K – – –
Barclays
91
Barclays
United Kingdom
$70K – – –
IP
92
Intellectus Partners
California
$64K +$365 +8 +0.6%
BWP
93
Baldwin Wealth Partners
Massachusetts
$57K – – –
DADC
94
D.A. Davidson & Co
Montana
$56K – – –
Creative Planning
95
Creative Planning
Kansas
$54K -$9.2K -205 -15%
GWM
96
Geneos Wealth Management
Colorado
$53K +$4.07K +90 +8%
GRP
97
Global Retirement Partners
California
$53K +$9.03K +201 +21%
ACS
98
Archford Capital Strategies
Illinois
$52K +$6.78K +150 +15%
MRCM
99
M&R Capital Management
New Jersey
$50K +$50K +1,125 New
WEC
100
Winslow Evans & Crocker
Massachusetts
$45.8K -$15.7K -346 -25%
2 3
4
5 6