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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

149 hedge funds and large institutions have $386M invested in iShares Mortgage Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+13
Holders Change %
+9.56%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
57
Reduced
36
Closed
12
Calls
$2.76M
Puts
$8.65M
Net Calls
-$5.89M
Net Calls Change
-$3.91M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.8M
2
DF
2
Donoghue Forlines
Massachusetts
$5.74M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$41.3M
4
CIM
4
Cambria Investment Management
California
$4.36M
5
NAM
5
NorthCoast Asset Management
Connecticut
$4.06M

Top Sellers

1
NR
1
Newfound Research
Massachusetts
$8.19M
2
BlackRock
2
BlackRock
New York
$47.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$904K
4
TRCT
4
Tower Research Capital (TRC)
New York
$198K
5
BCM
5
BlueCrest Capital Management
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
76
Beck Capital Management
Texas
$410K -$2.44K -56 -0.6%
VCM
77
Versant Capital Management
Arizona
$392K -$434K -9,969 -53%
ACM
78
Alethea Capital Management
Washington
$383K +$383K +8,789 New
OAM
79
Oppenheimer Asset Management
New York
$378K -$6.41K -147 -2%
GWM
80
Greenwich Wealth Management
Connecticut
$373K +$8.28K +190 +2%
CRWM
81
Castle Rock Wealth Management
California
$363K -$5.68K -132 -2%
MC
82
Moors & Cabot
Massachusetts
$345K +$13K +296 +4%
AIP
83
ARS Investment Partners
New York
$344K -$18.2K -418 -5%
BB
84
Bell Bank
North Dakota
$333K -$82.3K -1,888 -20%
FTI
85
Fiduciary Trust International
Massachusetts
$327K -$15K -345 -4%
RFC
86
Regions Financial Corp
Alabama
$327K – – –
Prudential Financial
87
Prudential Financial
New Jersey
$323K +$323K +7,418 New
CC
88
Claybrook Capital
Massachusetts
$316K – – –
Creative Planning
89
Creative Planning
Kansas
$314K +$314K +7,210 New
Jane Street
90
Jane Street
New York
$312K +$312K +7,160 New
SPC
91
Sigma Planning Corp
Michigan
$293K -$32.9K -757 -10%
1IA
92
1834 Investment Advisors
Wisconsin
$282K – – –
MA
93
MCF Advisors
Kentucky
$281K – – –
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$264K – – –
SBIA
95
Sheaff Brock Investment Advisors
Indiana
$261K +$34.8K +799 +15%
LNC
96
Lincoln National Corp
Pennsylvania
$242K +$2.49K +57 +1%
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$236K +$480 +11 +0.2%
DWA
98
Douglass Winthrop Advisors
New York
$234K – – –
PA
99
Pinnacle Associates
New York
$232K +$6.8K +156 +3%
SFM
100
Signet Financial Management
New Jersey
$226K -$48.6K -1,116 -18%
2 3
4
5 6