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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

144 hedge funds and large institutions have $604M invested in iShares Mortgage Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+25
Holders Change %
+21.01%
% of All Funds
3.6%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
34
Increased
50
Reduced
34
Closed
9
Calls
$677K
Puts
$10M
Net Calls
-$9.32M
Net Calls Change
-$2.07M

Top Buyers

1
BlackRock
1
BlackRock
New York
$78M
2
NCM
2
Niemann Capital Management
Nevada
$19M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$53.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.3M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.43M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$141M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.1M
3
Wells Fargo
3
Wells Fargo
California
$14.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.17M
5
FAM
5
Flaharty Asset Management
Florida
$7.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
101
Scotia Capital
Ontario, Canada
$221K +$221K +4,767 New
SCA
102
Sage Capital Advisors
South Dakota
$213K +$213K +4,592 New
PFS
103
Prospera Financial Services
Texas
$207K +$207K +4,446 New
WS
104
Wedbush Securities
California
$202K +$202K +4,359 New
EWM
105
Edge Wealth Management
New York
$166K – – –
SMFG
106
Sumitomo Mitsui Financial Group
Japan
$102K +$102K +2,200 New
Barclays
107
Barclays
United Kingdom
$72K – – –
SPIA
108
Steward Partners Investment Advisory
New York
$68K +$59.6K +1,289 +708%
HWP
109
Hefty Wealth Partners
Indiana
$67K +$67K +1,453 New
IP
110
Intellectus Partners
California
$65K +$322 +7 +0.5%
BWP
111
Baldwin Wealth Partners
Massachusetts
$58K – – –
WIM
112
Westside Investment Management
California
$57.8K +$57.8K +1,250 New
VanEck Associates
113
VanEck Associates
New York
$55K +$55K +1,192 New
US Bancorp
114
US Bancorp
Minnesota
$54K -$109K -2,377 -67%
MRCM
115
M&R Capital Management
New Jersey
$52K – – –
WEC
116
Winslow Evans & Crocker
Massachusetts
$51K +$4.08K +88 +9%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$51K +$51K +1,102 New
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48K +$12.1K +262 +34%
RCG
119
Ruggie Capital Group
Florida
$46K +$46K +1,000 New
GWM
120
Geneos Wealth Management
Colorado
$44K -$9.89K -215 -18%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$42K -$4.69K -100 -10%
Creative Planning
122
Creative Planning
Kansas
$39K -$16.8K -362 -30%
GRP
123
Global Retirement Partners
California
$36K -$19.3K -412 -35%
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.8K +$29.8K +642 New
ASN
125
Advisory Services Network
Georgia
$25K – – –
3 4
5
6 7