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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

148 hedge funds and large institutions have $488M invested in iShares Mortgage Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
26
Increased
55
Reduced
39
Closed
20
Calls
$373K
Puts
$12M
Net Calls
-$11.6M
Net Calls Change
-$6.73M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$39.8M
2
Bank of America
2
Bank of America
North Carolina
$33.1M
3
BWM
3
Braver Wealth Management
Massachusetts
$6.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.3M
5
CHA
5
Cedar Hill Associates
Illinois
$15.2M

Top Sellers

1
SMH
1
Sanders Morris Harris
Texas
$956K
2
MCM
2
Moore Capital Management
New York
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.79M
4
ACM
4
Avalon Capital Management
California
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HPBT
101
High Point Bank & Trust
North Carolina
$174K -$17.7K -420 -9%
HighTower Advisors
102
HighTower Advisors
Illinois
$173K +$35.4K +834 +26%
RCAG
103
Rehmann Capital Advisory Group
Michigan
$167K +$167K +3,977 New
CG
104
Colony Group
Massachusetts
$158K – – –
TSS
105
Two Sigma Securities
New York
$158K +$158K +3,768 New
OC
106
Oarsman Capital
Wisconsin
$154K – – –
JWS
107
Juncture Wealth Strategies
Arizona
$153K +$153K +3,638 New
ECM
108
Evergreen Capital Management
Washington
$146K – – –
Citadel Advisors
109
Citadel Advisors
Florida
$136K +$136K +3,238 New
WP
110
WealthPLAN Partners
Nebraska
$134K +$44.9K +1,105 +50%
SBIA
111
Sheaff Brock Investment Advisors
Indiana
$128K +$42 +1 +0%
SI
112
Stephens Inc
Arkansas
$125K -$132K -3,160 -51%
SG
113
Strid Group
Pennsylvania
$115K – – –
ONB
114
Old National Bancorp
Indiana
$113K – – –
IWM
115
Integrated Wealth Management
California
$112K +$112K +2,674 New
RCM
116
Robinson Capital Management
Michigan
$105K – – –
HCM
117
Hollencrest Capital Management
California
$105K – – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$93K +$33.2K +790 +55%
Simplex Trading
119
Simplex Trading
Illinois
$92K +$92K +2,204 New
NFG
120
Next Financial Group
Texas
$73K +$67.1K +1,604 +1,138%
Barclays
121
Barclays
United Kingdom
$65K – – –
Creative Planning
122
Creative Planning
Kansas
$61K -$13.4K -320 -18%
GI
123
Gradient Investments
Minnesota
$56K -$33.9K -805 -38%
BWP
124
Baldwin Wealth Partners
Massachusetts
$53K +$53K +1,250 New
US Bancorp
125
US Bancorp
Minnesota
$50K -$1.35K -32 -3%
3 4
5
6 7