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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

109 hedge funds and large institutions have $507M invested in iShares Mortgage Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
23
Increased
41
Reduced
36
Closed
16
Calls
$505K
Puts
$1.45M
Net Calls
-$940K
Net Calls Change
+$173K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$23.1M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$9.02M
3
BlackRock
3
BlackRock
New York
$8.3M
4
Comerica Bank
4
Comerica Bank
Texas
$14.8M
5
RP
5
Raiff Partners
New York
$6.13M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$196M
2
U
2
UBS
Switzerland
$10.4M
3
CS
3
Credit Suisse
Switzerland
$198K
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
BCM
5
Brookstone Capital Management
Illinois
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
101
NewSquare Capital
Pennsylvania
$17K – – –
PAS
102
Partnervest Advisory Services
California
$12K -$12K -250 -50%
LFG
103
LifePlan Financial Group
Ohio
$10K +$10K +213 New
WA
104
WFG Advisors
Texas
$8K -$2.27K -44 -22%
HPBT
105
High Point Bank & Trust
North Carolina
$6K – – –
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$5K -$55.2K -1,081 -92%
WTB
107
Washington Trust Bank
Washington
$5K +$5K +95 New
M&T Bank
108
M&T Bank
New York
$4K -$2.17K -46 -35%
HR
109
Howe & Rusling
New York
$2K +$2K +50 New
FNBT
110
FineMark National Bank & Trust
Florida
$1K – – –
TRCT
111
Tower Research Capital (TRC)
New York
– -$4.12M -89,488 Closed
BB
112
Bell Bank
North Dakota
– -$1.88M -40,884 Closed
ACM
113
Avalon Capital Management
California
– -$1.51M -32,745 Closed
LJAC
114
L.J. Altfest & Co
New York
– -$852K -18,481 Closed
DS
115
DRW Securities
Illinois
– -$799K -17,348 Closed
KFS
116
KMS Financial Services
Washington
– -$408K -8,856 Closed
Jane Street
117
Jane Street
New York
– -$408K -8,855 Closed
SFG
118
SNS Financial Group
Minnesota
– -$365K -7,931 Closed
VF
119
Virtu Financial
New York
– -$278K -6,028 Closed
PG
120
PEAK6 Group
Illinois
– -$250K -5,425 Closed
JA
121
JOYN Advisors
Georgia
– -$199K -4,326 Closed
GCA
122
Greenwood Capital Associates
South Carolina
– -$145K -3,142 Closed
RFA
123
Reilly Financial Advisors
California
– -$31K -671 Closed
ASN
124
Advisory Services Network
Georgia
– -$29K -625 Closed
V
125
Veritable
Delaware
– -$6K -138 Closed
2 3 4
5
6