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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

145 hedge funds and large institutions have $339M invested in iShares Mortgage Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
24
Increased
32
Reduced
62
Closed
16
Calls
$19.2M
Puts
$3.49M
Net Calls
+$15.7M
Net Calls Change
+$13.8M

Top Buyers

1
Citigroup
1
Citigroup
New York
$78.8M
2
AWS
2
AJ Wealth Strategies
New York
$23.1M
3
Bank of America
3
Bank of America
North Carolina
$27.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.54M
5
Wells Fargo
5
Wells Fargo
California
$16.1M

Top Sellers

1
NCP
1
NexWave Capital Partners
New York
$2.08M
2
NAM
2
NorthCoast Asset Management
Connecticut
$371K
3
PCP
3
Proficio Capital Partners
Massachusetts
$275K
4
BlackRock
4
BlackRock
New York
$26M
5
CM
5
Caption Management
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
76
Harvest Investment Services
Illinois
$301K -$26.4K -1,029 -8%
SF
77
Synovus Financial
Georgia
$294K -$7.73K -301 -3%
TCA
78
Transcend Capital Advisors
New Jersey
$283K +$283K +10,975 New
PCP
79
Proficio Capital Partners
Massachusetts
$275K -$5.46M -211,780 -95%
RJT
80
Raymond James Trust
Florida
$263K -$63.1K -2,454 -19%
ASN
81
Advisory Services Network
Georgia
$263K -$3.82K -148 -1%
HWM
82
Howard Wealth Management
Connecticut
$254K -$12.6K -488 -5%
OAM
83
Oppenheimer Asset Management
New York
$247K +$247K +9,575 New
CA
84
Cetera Advisors
Colorado
$245K -$10.2K -395 -4%
RCA
85
Rowland Carmichael Advisors
Arizona
$244K -$30K -1,165 -11%
CI
86
CX Institutional
Indiana
$241K +$53.2K +2,064 +28%
V
87
Veritable
Delaware
$227K +$12K +468 +6%
ACM
88
Alethea Capital Management
Washington
$225K – – –
LNC
89
Lincoln National Corp
Pennsylvania
$223K +$223K +8,646 New
AAMC
90
Asset Allocation & Management Company
Illinois
$211K – – –
VC
91
Vicus Capital
Pennsylvania
$210K +$210K +8,169 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$185K +$109K +4,237 +144%
CG
93
Cutler Group
California
$179K +$179K +6,982 New
MA
94
MCF Advisors
Kentucky
$166K – – –
1IA
95
1834 Investment Advisors
Wisconsin
$149K – – –
PFS
96
Prospera Financial Services
Texas
$129K +$129K +5,009 New
PW
97
Price Wealth
Texas
$121K +$121K +4,704 New
PG
98
Proffitt & Goodson
Tennessee
$101K -$17.2K -671 -15%
MM
99
Main Management
California
$95K – – –
SPIA
100
Steward Partners Investment Advisory
New York
$76K -$28.1K -1,090 -27%
2 3
4
5 6