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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

136 hedge funds and large institutions have $520M invested in iShares Mortgage Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 19 closing their positions.

Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
3.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
12
Increased
50
Reduced
41
Closed
19
Calls
$904K
Puts
$4.41M
Net Calls
-$3.51M
Net Calls Change
+$5.81M

Top Buyers

1
FAM
1
Flaharty Asset Management
Florida
$8.41M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$21.6M
3
MLM
3
Mount Lucas Management
Pennsylvania
$4.16M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$8.29M
5
G
5
Gainplan
Michigan
$2.48M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$142M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$21.2M
3
BlackRock
3
BlackRock
New York
$52M
4
NCM
4
Niemann Capital Management
Nevada
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$100K +$100K +2,137 New
WWM
102
Willingdon Wealth Management
North Carolina
$78K +$78K +1,659 New
Barclays
103
Barclays
United Kingdom
$73K – – –
SPIA
104
Steward Partners Investment Advisory
New York
$71K +$3.01K +65 +4%
IP
105
Intellectus Partners
California
$66K +$418 +9 +0.6%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$65K +$13.3K +284 +26%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63K +$14K +298 +29%
BWP
108
Baldwin Wealth Partners
Massachusetts
$59K – – –
WIM
109
Westside Investment Management
California
$58.7K – – –
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$53K +$10.9K +231 +26%
MRCM
111
M&R Capital Management
New Jersey
$52K – – –
NFG
112
Next Financial Group
Texas
$52K +$31K +650 +147%
WEC
113
Winslow Evans & Crocker
Massachusetts
$51.9K +$375 +8 +0.7%
AIM
114
Anchor Investment Management
South Carolina
$46.2K +$46.2K +986 New
GWM
115
Geneos Wealth Management
Colorado
$36K -$8.45K -182 -19%
GRP
116
Global Retirement Partners
California
$36K – – –
BL
117
Balentine LLC
Georgia
$35K +$35K +750 New
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$32K +$11.4K +275 +55%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.1K – – –
ASN
120
Advisory Services Network
Georgia
$25K – – –
EDRH
121
Edmond de Rothschild Holding
Switzerland
$23K – – –
NSIM
122
North Star Investment Management
Illinois
$23K – – –
RFA
123
Reilly Financial Advisors
California
$23K – – –
VCM
124
Versant Capital Management
Arizona
$21K +$21K +456 New
WAM
125
Wealthspire Advisors (Maryland)
Maryland
$18K – – –
3 4
5
6 7