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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

152 hedge funds and large institutions have $407M invested in iShares Mortgage Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
49
Reduced
44
Closed
20
Calls
$7.08M
Puts
$6.35M
Net Calls
+$738K
Net Calls Change
+$6.63M

Top Buyers

1
NSLI
Nan Shan Life Insurance
Taiwan
+$17.5M
2
DF
Donoghue Forlines
Massachusetts
+$16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.73M
4
VF
Virtu Financial
New York
+$5.53M
5
CFGS
Concourse Financial Group Securities
Alabama
+$4.84M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.86M
2
Man Group
Man Group
United Kingdom
-$5.69M
3
MLM
Mount Lucas Management
Pennsylvania
-$5.58M
4
RJA
Raymond James & Associates
Florida
-$2.92M
5
Wells Fargo
Wells Fargo
California
-$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
76
Two Sigma Securities
New York
$457K +$457K +11,435 New
HIS
77
Harvest Investment Services
Illinois
$455K +$455K +10,546 New
PO
78
Private Ocean
California
$450K – – –
SMFG
79
Sumitomo Mitsui Financial Group
Japan
$434K – – –
JLBC
80
J.L. Bainbridge & Co
Florida
$433K -$57.8K -1,448 -12%
ACM
81
Aviance Capital Management
Florida
$399K -$67.7K -1,693 -15%
Jane Street
82
Jane Street
New York
$377K +$90.7K +2,267 +32%
RJT
83
Raymond James Trust
Florida
$367K -$203K -5,090 -36%
ACM
84
Alethea Capital Management
Washington
$350K -$1.04K -26 -0.3%
GWM
85
Greenwich Wealth Management
Connecticut
$345K +$2.76K +69 +0.8%
Stifel Financial
86
Stifel Financial
Missouri
$343K -$49.7K -1,240 -13%
OAM
87
Oppenheimer Asset Management
New York
$342K -$4.11K -103 -1%
WP
88
WealthPLAN Partners
Nebraska
$340K -$144K -3,333 -30%
SWM
89
Sanctuary Wealth Management
Idaho
$321K +$321K +8,037 New
TWM
90
TLW Wealth Management
Florida
$321K +$321K +8,037 New
BB
91
Bell Bank
North Dakota
$305K – – –
RFC
92
Regions Financial Corp
Alabama
$300K – – –
FTI
93
Fiduciary Trust International
Massachusetts
$300K – – –
1IA
94
1834 Investment Advisors
Wisconsin
$278K +$19.9K +499 +8%
SS
95
Simplicity Solutions
Minnesota
$277K +$277K +6,917 New
Creative Planning
96
Creative Planning
Kansas
$270K -$18K -450 -6%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$260K +$154K +3,841 +144%
MA
98
MCF Advisors
Kentucky
$258K – – –
EWM
99
Executive Wealth Management
Michigan
$247K +$247K +6,186 New
SPC
100
Sigma Planning Corp
Michigan
$246K -$22.7K -568 -8%
2 3
4
5 6