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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

145 hedge funds and large institutions have $351M invested in iShares Mortgage Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
57
Reduced
37
Closed
23
Calls
$2.82M
Puts
$4.45M
Net Calls
-$1.64M
Net Calls Change
+$3.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$58.4M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$4.92M
3
American Century Companies
3
American Century Companies
Missouri
$3.79M
4
FI
4
FormulaFolio Investments
Michigan
$2.19M
5
Mariner
5
Mariner
Kansas
$7.45M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$27.5M
3
EWM
3
Edge Wealth Management
New York
$4.88M
4
SWM
4
Sanctuary Wealth Management
Idaho
$360K
5
MLM
5
Mount Lucas Management
Pennsylvania
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$425K +$15K +357 +4%
BCI
77
Brinker Capital Investments
Pennsylvania
$421K -$49.4K -1,174 -11%
PPW
78
Pasadena Private Wealth
California
$420K +$420K +9,960 New
Bank of Nova Scotia
79
Bank of Nova Scotia
Ontario, Canada
$411K +$411K +9,756 New
Simplex Trading
80
Simplex Trading
Illinois
$407K +$229K +5,432 +128%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$403K -$62.9K -1,495 -14%
SBIA
82
Sheaff Brock Investment Advisors
Indiana
$382K +$147K +3,496 +63%
ACM
83
Alethea Capital Management
Washington
$369K – – –
Nomura Asset Management
84
Nomura Asset Management
Japan
$367K – – –
SWM
85
Sanctuary Wealth Management
Idaho
$360K -$8.47M -200,948 -96%
Stifel Financial
86
Stifel Financial
Missouri
$357K +$15K +353 +4%
IWM
87
IHT Wealth Management
Illinois
$344K -$149K -3,547 -30%
OAM
88
Oppenheimer Asset Management
New York
$342K -$15K -356 -4%
FTI
89
Fiduciary Trust International
Massachusetts
$331K +$7.12K +169 +2%
BRWA
90
B. Riley Wealth Advisors
Florida
$326K +$326K +7,721 New
RFC
91
Regions Financial Corp
Alabama
$316K – – –
NR
92
Newfound Research
Massachusetts
$309K -$1.69M -39,988 -85%
1IA
93
1834 Investment Advisors
Wisconsin
$292K – – –
MA
94
MCF Advisors
Kentucky
$272K – – –
FA
95
FDx Advisors
Illinois
$252K -$228K -5,417 -48%
PA
96
Pinnacle Associates
New York
$238K +$238K +5,645 New
LNC
97
Lincoln National Corp
Pennsylvania
$237K +$1.77K +42 +0.8%
Truist Financial
98
Truist Financial
North Carolina
$231K – – –
AIP
99
ARS Investment Partners
New York
$229K – – –
DWA
100
Douglass Winthrop Advisors
New York
$226K – – –
2 3
4
5 6