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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

136 hedge funds and large institutions have $332M invested in iShares Mortgage Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
26
Increased
35
Reduced
39
Closed
17
Calls
$2.75M
Puts
$4.73M
Net Calls
-$1.98M
Net Calls Change
-$965K

Top Buyers

1
BlackRock
1
BlackRock
New York
$49.3M
2
NR
2
Newfound Research
Massachusetts
$10.5M
3
MLM
3
Mount Lucas Management
Pennsylvania
$7.56M
4
Man Group
4
Man Group
United Kingdom
$7.17M
5
Wells Fargo
5
Wells Fargo
California
$11.8M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.12M
4
Millennium Management
4
Millennium Management
New York
$0
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
101
Wealthspire Advisors (Maryland)
Maryland
$64K – – –
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$62K +$2.83K +65 +5%
PCIA
103
Prime Capital Investment Advisors
Kansas
$58K – – –
WIM
104
Westside Investment Management
California
$54.6K – – –
BWP
105
Baldwin Wealth Partners
Massachusetts
$54K – – –
MRCM
106
M&R Capital Management
New Jersey
$48K – – –
MGIA
107
Moneta Group Investment Advisors
Missouri
$47K +$47K +1,081 New
Simplex Trading
108
Simplex Trading
Illinois
$46K +$46K +1,081 New
AIM
109
Anchor Investment Management
South Carolina
$42.8K – – –
FIA
110
FNY Investment Advisers
New York
$35K +$35K +810 New
GWM
111
Geneos Wealth Management
Colorado
$33K – – –
FHA
112
Flagship Harbor Advisors
Massachusetts
$31K +$31K +726 New
GRP
113
Global Retirement Partners
California
$28K -$5.44K -125 -16%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$28K – – –
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$27K – – –
JWA
116
JFS Wealth Advisors
Pennsylvania
$26K +$26K +595 New
IP
117
Intellectus Partners
California
$25K – – –
ASN
118
Advisory Services Network
Georgia
$24K – – –
EDRH
119
Edmond de Rothschild Holding
Switzerland
$22K – – –
WEC
120
Winslow Evans & Crocker
Massachusetts
$22K +$18.3K +400 +500%
GI
121
Gradient Investments
Minnesota
$20K – – –
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.2K – – –
CI
123
CX Institutional
Indiana
$18K +$18K +423 New
SPIA
124
Steward Partners Investment Advisory
New York
$17K – – –
AA
125
AlphaMark Advisors
Kentucky
$16K – – –
3 4
5
6 7