REM icon

iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

136 hedge funds and large institutions have $520M invested in iShares Mortgage Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 19 closing their positions.

Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
3.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
12
Increased
50
Reduced
41
Closed
19
Calls
$904K
Puts
$4.41M
Net Calls
-$3.51M
Net Calls Change
+$5.81M

Top Buyers

1
FAM
1
Flaharty Asset Management
Florida
$8.41M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$21.6M
3
MLM
3
Mount Lucas Management
Pennsylvania
$4.16M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$8.29M
5
G
5
Gainplan
Michigan
$2.48M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$142M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$21.2M
3
BlackRock
3
BlackRock
New York
$52M
4
NCM
4
Niemann Capital Management
Nevada
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
76
Partnervest Advisory Services
California
$490K -$47.7K -1,020 -9%
BCM
77
Beck Capital Management
Texas
$480K -$1.36K -29 -0.3%
BB
78
Bell Bank
North Dakota
$464K +$150K +3,213 +48%
MBT
79
Montecito Bank & Trust
California
$450K – – –
Wolverine Trading
80
Wolverine Trading
Illinois
$426K +$426K +9,100 New
RFC
81
Regions Financial Corp
Alabama
$412K – – –
Bank of New York Mellon
82
Bank of New York Mellon
New York
$404K +$14.7K +312 +4%
AIP
83
ARS Investment Partners
New York
$389K -$86.9K -1,857 -18%
SFM
84
Signet Financial Management
New Jersey
$379K +$40.3K +860 +12%
BCI
85
Brinker Capital Investments
Pennsylvania
$375K +$110K +2,355 +42%
GCMG
86
Gyroscope Capital Management Group
Florida
$349K +$10.1K +216 +3%
VAM
87
Verity Asset Management
North Carolina
$310K -$365K -8,026 -54%
MA
88
MCF Advisors
Kentucky
$302K – – –
GWM
89
Greenwich Wealth Management
Connecticut
$290K -$234 -5 -0.1%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$284K – – –
IH
91
IFC Holdings
Florida
$281K +$281K +5,941 New
EGA
92
E&G Advisors
Texas
$274K – – –
BRWA
93
B. Riley Wealth Advisors
Florida
$271K +$25.3K +540 +10%
PA
94
Pinnacle Associates
New York
$242K – – –
SBIA
95
Sheaff Brock Investment Advisors
Indiana
$242K +$9.85K +210 +4%
SI
96
Stephens Inc
Arkansas
$238K – – –
SB
97
Suntrust Banks
Georgia
$208K +$208K +4,429 New
EWM
98
Edge Wealth Management
New York
$166K – – –
AA
99
Advisory Alpha
Michigan
$145K -$1.07M -23,974 -88%
SMFG
100
Sumitomo Mitsui Financial Group
Japan
$103K – – –
2 3
4
5 6