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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

144 hedge funds and large institutions have $296M invested in iShares Mortgage Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+41
Holders Change %
+39.81%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
56
Increased
44
Reduced
22
Closed
14
Calls
$1.13M
Puts
$5.98M
Net Calls
-$4.85M
Net Calls Change
-$4.61M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
Bank of America
2
Bank of America
North Carolina
$21.8M
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
RJA
4
Raymond James & Associates
Florida
$7.46M
5
UBS Group
5
UBS Group
Switzerland
$10.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$5.09M
2
MIG
2
Mariner Investment Group
New York
$0
3
AIG
3
American International Group
New York
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
101
Oarsman Capital
Wisconsin
$150K +$82 +2 +0.1%
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$150K +$150K +3,667 New
ECM
103
Evergreen Capital Management
Washington
$143K -$11.3K -275 -7%
AI
104
Atria Investments
North Carolina
$138K +$138K +3,423 New
HighTower Advisors
105
HighTower Advisors
Illinois
$133K -$38.4K -938 -22%
RIA
106
Regal Investment Advisors
Michigan
$127K +$127K +3,089 New
SBIA
107
Sheaff Brock Investment Advisors
Indiana
$125K +$3.34K +81 +3%
SFM
108
Signet Financial Management
New Jersey
$122K +$122K +2,972 New
ICOA
109
Investment Centers of America
North Dakota
$117K -$25.4K -620 -18%
TC
110
Toews Corporation
New Jersey
$116K +$116K +2,830 New
SG
111
Strid Group
Pennsylvania
$113K – – –
ONB
112
Old National Bancorp
Indiana
$110K – – –
RCM
113
Robinson Capital Management
Michigan
$103K +$50.5K +1,225 +96%
HCM
114
Hollencrest Capital Management
California
$103K +$103K +2,500 New
V
115
Veritable
Delaware
$103K +$103K +2,500 New
TRCT
116
Tower Research Capital (TRC)
New York
$97K +$58.9K +1,429 +154%
GI
117
Gradient Investments
Minnesota
$88K -$14.3K -347 -14%
WP
118
WealthPLAN Partners
Nebraska
$80K +$80K +2,199 New
Creative Planning
119
Creative Planning
Kansas
$73K -$205 -5 -0.3%
Barclays
120
Barclays
United Kingdom
$64K +$64K +1,550 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$59K – – –
HWP
122
Hefty Wealth Partners
Indiana
$52K +$52K +1,285 New
US Bancorp
123
US Bancorp
Minnesota
$50K +$1.84K +45 +4%
EDRH
124
Edmond de Rothschild Holding
Switzerland
$41K – – –
ASN
125
Advisory Services Network
Georgia
$26K – – –
3 4
5
6 7