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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

124 hedge funds and large institutions have $351M invested in iShares Mortgage Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
27
Increased
47
Reduced
38
Closed
15
Calls
$850K
Puts
$14.6M
Net Calls
-$13.7M
Net Calls Change
+$1.29M

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$12.9M
2
BIA
2
Barry Investment Advisors
Massachusetts
$9.5M
3
UBS Group
3
UBS Group
Switzerland
$8.15M
4
BFA
4
BlackRock Fund Advisors
California
$33.5M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$28.2M

Top Sellers

1
PSI
1
Pinnacle Summer Investments
Virginia
$1.78M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
LPL Financial
3
LPL Financial
California
$14.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.1M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
ONB
101
Old National Bancorp
Indiana
$125K 10,707 – –
QCMC
102
Quantum Capital Management (California)
California
$120K 10,250 +10,250 New
Franklin Resources
103
Franklin Resources
California
$117K 10,000 – –
GWA
104
Genesis Wealth Advisors
Massachusetts
$109K 9,200 +9,200 New
Creative Planning
105
Creative Planning
Kansas
$103K 8,756 -8,350 -49%
US Bancorp
106
US Bancorp
Minnesota
$55K 4,700 – –
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$47K 4,050 +4,050 New
SSB
108
Sandy Spring Bank
Maryland
$40K 3,375 -1,625 -33%
CCA
109
Catalyst Capital Advisors
New York
$35K 3,000 +3,000 New
ASN
110
Advisory Services Network
Georgia
$29K 2,500 +2,500 New
HNB
111
Huntington National Bank
Ohio
– – – –
SC
112
Searle & Co
Connecticut
$23K 2,000 +2,000 New
NES
113
New England Securities
New York
$22K 1,850 – –
Credit Agricole
114
Credit Agricole
France
$18K 1,500 – –
CPA
115
Cowen Prime Advisors
New York
$17K 1,416 +24 +2%
NC
116
NewSquare Capital
Pennsylvania
$16K 1,380 – –
RFA
117
Reilly Financial Advisors
California
$15K 1,335 +1,335 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$13K 1,125 +500 +80%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$12K 1,000 -13,900 -93%
NFG
120
Next Financial Group
Texas
$11K 965 -3,819 -80%
RIA
121
Regal Investment Advisors
Michigan
$8K 696 +696 New
WA
122
WFG Advisors
Texas
$5K 400 -232 -37%
GGPS
123
Gary Goldberg Planning Services
New York
$4K 346 +46 +15%
BRWA
124
B. Riley Wealth Advisors
Florida
$3.34K 48,939 +26,239 +116%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1K 100 -759 -88%
2 3 4
5
6