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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

149 hedge funds and large institutions have $386M invested in iShares Mortgage Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+13
Holders Change %
+9.56%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
57
Reduced
36
Closed
12
Calls
$2.76M
Puts
$8.65M
Net Calls
-$5.89M
Net Calls Change
-$3.91M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.8M
2
DF
2
Donoghue Forlines
Massachusetts
$5.74M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$41.3M
4
CIM
4
Cambria Investment Management
California
$4.36M
5
NAM
5
NorthCoast Asset Management
Connecticut
$4.06M

Top Sellers

1
NR
1
Newfound Research
Massachusetts
$8.19M
2
BlackRock
2
BlackRock
New York
$47.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$904K
4
TRCT
4
Tower Research Capital (TRC)
New York
$198K
5
BCM
5
BlueCrest Capital Management
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
101
Cypress Wealth Services
California
$223K – – –
WS
102
Wedbush Securities
California
$220K +$305 +7 +0.1%
AFP
103
Ausdal Financial Partners
Iowa
$219K – – –
MBT
104
Montecito Bank & Trust
California
$201K – – –
TRCT
105
Tower Research Capital (TRC)
New York
$198K -$994K -22,774 -83%
BWM
106
BerganKDV Wealth Management
Minnesota
$170K +$10K +231 +6%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$169K – – –
APA
108
American Portfolios Advisors
New York
$157K +$12.2K +280 +8%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$116K +$53.9K +1,237 +87%
S
110
SignatureFD
Georgia
$109K – – –
WWM
111
Willingdon Wealth Management
North Carolina
$101K +$6.73K +155 +7%
PG
112
Proffitt & Goodson
Tennessee
$85K +$85K +1,960 New
WCM
113
Whitener Capital Management
North Carolina
$68K +$68K +1,583 New
WAM
114
Wealthspire Advisors (Maryland)
Maryland
$64K – – –
WIM
115
Westside Investment Management
California
$54.3K – – –
BWP
116
Baldwin Wealth Partners
Massachusetts
$54K – – –
CI
117
CX Institutional
Indiana
$54K +$35.7K +827 +196%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$52K +$48.8K +1,126 +1,501%
SWP
119
Stratos Wealth Partners
Ohio
$52K +$52K +1,193 New
MRCM
120
M&R Capital Management
New Jersey
$49K – – –
WSTAM
121
Wilbanks Smith & Thomas Asset Management
Virginia
$49K +$49K +1,134 New
AIM
122
Anchor Investment Management
South Carolina
$46.6K +$3.62K +83 +8%
Parallax Volatility Advisers
123
Parallax Volatility Advisers
California
$36K +$29.4K +671 +441%
PCG
124
Private Capital Group
Connecticut
$32K +$32K +720 New
SPIA
125
Steward Partners Investment Advisory
New York
$30K +$12.9K +300 +75%
3 4
5
6 7