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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

138 hedge funds and large institutions have $333M invested in iShares Mortgage Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
3.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
27
Increased
32
Reduced
48
Closed
25
Calls
$3.37M
Puts
$4.13M
Net Calls
-$760K
Net Calls Change
+$2.75M

Top Buyers

1
AP
1
AHL Partners
United Kingdom
$7.44M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$25.2M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$3.33M
4
TH
4
Timber Hill
Connecticut
$2.9M
5
AA
5
Advisory Alpha
Michigan
$2.98M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$0
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
NR
3
Newfound Research
Massachusetts
$3K
4
IFA
4
Interactive Financial Advisors
Illinois
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
101
Willingdon Wealth Management
North Carolina
$93K +$18K +399 +24%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71K +$10.9K +242 +18%
Barclays
103
Barclays
United Kingdom
$70K – – –
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$62K -$1.14K -25 -2%
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$61K +$61K +1,356 New
SWP
106
Stratos Wealth Partners
Ohio
$60K +$60K +1,326 New
BWP
107
Baldwin Wealth Partners
Massachusetts
$57K – – –
WIM
108
Westside Investment Management
California
$55.7K – – –
MRCM
109
M&R Capital Management
New Jersey
$50K – – –
AIM
110
Anchor Investment Management
South Carolina
$44.6K – – –
WCM
111
Whitener Capital Management
North Carolina
$44K +$44K +977 New
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$40K -$10.3K -231 -21%
GRP
113
Global Retirement Partners
California
$35K – – –
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$35K – – –
GWM
115
Geneos Wealth Management
Colorado
$35K – – –
IP
116
Intellectus Partners
California
$25K -$38.8K -864 -61%
ASN
117
Advisory Services Network
Georgia
$25K – – –
SWM
118
SeaCrest Wealth Management
New York
$25K +$25K +555 New
RFA
119
Reilly Financial Advisors
California
$23K – – –
EDRH
120
Edmond de Rothschild Holding
Switzerland
$23K – – –
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$21K +475 New
GI
122
Gradient Investments
Minnesota
$20K +$20K +451 New
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20K -$9.04K -200 -31%
WEC
124
Winslow Evans & Crocker
Massachusetts
$17.6K -$32.5K -718 -65%
SPIA
125
Steward Partners Investment Advisory
New York
$17K -$48.6K -1,138 -74%
3 4
5
6 7