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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

152 hedge funds and large institutions have $407M invested in iShares Mortgage Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
49
Reduced
44
Closed
20
Calls
$7.08M
Puts
$6.35M
Net Calls
+$738K
Net Calls Change
+$6.63M

Top Buyers

1
NSLI
Nan Shan Life Insurance
Taiwan
+$17.5M
2
DF
Donoghue Forlines
Massachusetts
+$16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.73M
4
VF
Virtu Financial
New York
+$5.53M
5
CFGS
Concourse Financial Group Securities
Alabama
+$4.84M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.86M
2
Man Group
Man Group
United Kingdom
-$5.69M
3
MLM
Mount Lucas Management
Pennsylvania
-$5.58M
4
RJA
Raymond James & Associates
Florida
-$2.92M
5
Wells Fargo
Wells Fargo
California
-$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$242K – – –
Truist Financial
102
Truist Financial
North Carolina
$228K -$195K -4,881 -46%
CAMG
103
CWA Asset Management Group
Florida
$225K +$225K +5,625 New
LNC
104
Lincoln National Corp
Pennsylvania
$221K -$1.28K -32 -0.6%
AIP
105
ARS Investment Partners
New York
$218K -$98.1K -2,450 -31%
VCM
106
Versant Capital Management
Arizona
$214K -$145K -3,644 -40%
DWA
107
Douglass Winthrop Advisors
New York
$214K – – –
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$206K -$9.78K -245 -5%
CWS
109
Cypress Wealth Services
California
$204K – – –
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$200K +$200K +5,016 New
APA
111
American Portfolios Advisors
New York
$185K +$41.6K +1,041 +29%
BWM
112
BerganKDV Wealth Management
Minnesota
$157K +$599 +15 +0.4%
Simplex Trading
113
Simplex Trading
Illinois
$128K +$112K +2,826 +710%
WWM
114
Willingdon Wealth Management
North Carolina
$124K +$31.2K +784 +34%
S
115
SignatureFD
Georgia
$100K – – –
AIM
116
Anchor Investment Management
South Carolina
$90.6K +$47.9K +1,200 +112%
FRA
117
Front Row Advisors
California
$90K – – –
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$90K +$41.8K +1,042 +87%
WEC
119
Winslow Evans & Crocker
Massachusetts
$84K +$65.3K +1,604 +350%
WCM
120
Whitener Capital Management
North Carolina
$75K +$11.9K +300 +19%
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$59K – – –
BWP
122
Baldwin Wealth Partners
Massachusetts
$50K – – –
WIM
123
Westside Investment Management
California
$49.9K – – –
MRCM
124
M&R Capital Management
New Jersey
$44K – – –
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$5.33K +135 +22%
3 4
5
6 7