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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $279M invested in iShares Mortgage Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-11
Holders Change %
-7.97%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
16
Increased
35
Reduced
44
Closed
26
Calls
$3.22M
Puts
$4.23M
Net Calls
-$1.02M
Net Calls Change
-$255K

Top Buyers

1
NSLI
Nan Shan Life Insurance
Taiwan
+$15.5M
2
EWM
Edge Wealth Management
New York
+$9.92M
3
Morgan Stanley
Morgan Stanley
New York
+$6.9M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$3.78M
5
PWPCM
Perella Weinberg Partners Capital Management
New York
+$2.58M

Top Sellers

1
CHA
Cedar Hill Associates
Illinois
-$14.5M
2
BlackRock
BlackRock
New York
-$12.6M
3
PAA
Peregrine Asset Advisers
Oregon
-$7.84M
4
MLM
Mount Lucas Management
Pennsylvania
-$4.16M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
76
Douglass Winthrop Advisors
New York
$228K +$228K +5,362 New
PA
77
Pinnacle Associates
New York
$226K +$127 +3 +0.1%
LNC
78
Lincoln National Corp
Pennsylvania
$218K -$213K -5,001 -49%
BRWA
79
B. Riley Wealth Advisors
Florida
$213K -$29.1K -683 -12%
Deutsche Bank
80
Deutsche Bank
Germany
$212K +$212K +5,000 New
CRWM
81
Castle Rock Wealth Management
California
$211K +$211K +4,976 New
Truist Financial
82
Truist Financial
North Carolina
$208K – – –
RCAG
83
Rehmann Capital Advisory Group
Michigan
$178K +$178K +4,196 New
APA
84
American Portfolios Advisors
New York
$142K -$54.5K -1,283 -28%
ACS
85
Archford Capital Strategies
Illinois
$115K +$115K +2,536 New
SMFG
86
Sumitomo Mitsui Financial Group
Japan
$106K +$12.9K +304 +14%
FRA
87
Front Row Advisors
California
$96K – – –
WWM
88
Willingdon Wealth Management
North Carolina
$96K +$8.97K +212 +10%
FCAG
89
First Capital Advisors Group
New Jersey
$91K -$1.51M -35,527 -94%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78K +$10.6K +249 +16%
WCM
91
Whitener Capital Management
North Carolina
$67K +$25.6K +606 +62%
Barclays
92
Barclays
United Kingdom
$66K – – –
WAM
93
Wealthspire Advisors (Maryland)
Maryland
$62K +$62K +1,470 New
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$58K – – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$58K – – –
PCIA
96
Prime Capital Investment Advisors
Kansas
$57K -$2.87M -67,712 -98%
SWP
97
Stratos Wealth Partners
Ohio
$54K -$1.94K -46 -3%
BWP
98
Baldwin Wealth Partners
Massachusetts
$53K – – –
WIM
99
Westside Investment Management
California
$52.6K – – –
MRCM
100
M&R Capital Management
New Jersey
$47K – – –
2 3
4
5 6