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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $279M invested in iShares Mortgage Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-11
Holders Change %
-7.97%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
16
Increased
35
Reduced
44
Closed
26
Calls
$3.22M
Puts
$4.23M
Net Calls
-$1.02M
Net Calls Change
-$255K

Top Buyers

1
NSLI
Nan Shan Life Insurance
Taiwan
+$15.5M
2
EWM
Edge Wealth Management
New York
+$9.92M
3
Morgan Stanley
Morgan Stanley
New York
+$6.9M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$3.78M
5
PWPCM
Perella Weinberg Partners Capital Management
New York
+$2.58M

Top Sellers

1
CHA
Cedar Hill Associates
Illinois
-$14.5M
2
BlackRock
BlackRock
New York
-$12.6M
3
PAA
Peregrine Asset Advisers
Oregon
-$7.84M
4
MLM
Mount Lucas Management
Pennsylvania
-$4.16M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
101
Anchor Investment Management
South Carolina
$41.9K – – –
GRP
102
Global Retirement Partners
California
$33K – – –
GWM
103
Geneos Wealth Management
Colorado
$32K – – –
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$29K -$9.45K -220 -25%
SEI Investments
105
SEI Investments
Pennsylvania
$28K +$16.3K +385 +140%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$26K -$6.24K -150 -19%
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$6.24K +150 +32%
IP
108
Intellectus Partners
California
$24K +$382 +9 +2%
ASN
109
Advisory Services Network
Georgia
$23K – – –
RFA
110
Reilly Financial Advisors
California
$21K – – –
EDRH
111
Edmond de Rothschild Holding
Switzerland
$21K – – –
GI
112
Gradient Investments
Minnesota
$19K – – –
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.8K – – –
AA
114
AlphaMark Advisors
Kentucky
$16K – – –
SPIA
115
Steward Partners Investment Advisory
New York
$16K – – –
SWM
116
SeaCrest Wealth Management
New York
$13K -$10.7K -250 -45%
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$11K -$80.5K -1,880 -88%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$10K +$10K +250 New
JCM
119
Jacobi Capital Management
Pennsylvania
$7K – – –
NSIM
120
North Star Investment Management
Illinois
$5K – – –
AAM
121
Advisors Asset Management
Colorado
$4K – – –
BFEC
122
Benjamin F. Edwards & Company
Missouri
$4K – – –
WEC
123
Winslow Evans & Crocker
Massachusetts
$3.4K -$13.2K -310 -79%
CPIG
124
Chicago Partners Investment Group
Illinois
$2K +$2K +46 New
RFM
125
Royal Fund Management
Florida
$1K – – –
3 4
5
6 7