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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

174 hedge funds and large institutions have $429M invested in iShares Mortgage Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+29
Holders Change %
+20%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
41
Increased
73
Reduced
34
Closed
11
Calls
$2.22M
Puts
$4.6M
Net Calls
-$2.38M
Net Calls Change
-$746K

Top Buyers

1
LPL Financial
LPL Financial
California
+$6.93M
2
IFA
Interactive Financial Advisors
Illinois
+$6.28M
3
Morgan Stanley
Morgan Stanley
New York
+$4.73M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.2M
5
MLM
Mount Lucas Management
Pennsylvania
+$3.81M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$21.8M
2
CWG
Cornerstone Wealth Group
North Carolina
-$1.47M
3
IA
IFP Advisors
Florida
-$1.45M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.21M
5
HT
HAP Trading
New York
-$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
76
Harvest Investment Services
Illinois
$616K -$20.4K -458 -3%
CRWM
77
Castle Rock Wealth Management
California
$596K -$34.2K -730 -5%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$590K -$598K -13,415 -50%
BAM
79
Belpointe Asset Management
Nevada
$587K +$3.92K +88 +0.7%
AWM
80
AE Wealth Management
Kansas
$569K +$102K +2,295 +22%
CC
81
Claybrook Capital
Massachusetts
$564K – – –
CIC
82
Carnegie Investment Counsel
Ohio
$541K – – –
GWM
83
Greenwich Wealth Management
Connecticut
$526K +$6.72K +151 +1%
SMC
84
Smith, Moore & Co
Missouri
$523K +$33.9K +761 +7%
RJT
85
Raymond James Trust
Florida
$495K +$12.2K +275 +3%
CA
86
Cetera Advisors
Colorado
$487K -$215K -4,829 -31%
PPW
87
Pasadena Private Wealth
California
$484K +$40.1K +900 +9%
PFS
88
Prospera Financial Services
Texas
$481K +$11.3K +253 +2%
HWM
89
Howard Wealth Management
Connecticut
$479K +$479K +10,774 New
SIC
90
Samalin Investment Counsel
New York
$477K +$477K +10,723 New
SPC
91
Sigma Planning Corp
Michigan
$457K +$1.74K +39 +0.4%
SW
92
SVB Wealth
Massachusetts
$445K +$445K +10,000 New
GWM
93
Geneos Wealth Management
Colorado
$439K -$13.9K -310 -3%
SBIA
94
Sheaff Brock Investment Advisors
Indiana
$437K +$33.4K +750 +8%
RCA
95
Rowland Carmichael Advisors
Arizona
$421K +$421K +9,445 New
JLBC
96
J.L. Bainbridge & Co
Florida
$412K +$412K +9,258 New
BCI
97
Brinker Capital Investments
Pennsylvania
$410K -$35.6K -799 -8%
MPCG
98
Matrix Private Capital Group
New York
$396K +$396K +8,882 New
ACM
99
Alethea Capital Management
Washington
$390K – – –
Nomura Asset Management
100
Nomura Asset Management
Japan
$388K – – –
2 3
4
5 6