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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

145 hedge funds and large institutions have $351M invested in iShares Mortgage Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
57
Reduced
37
Closed
23
Calls
$2.82M
Puts
$4.45M
Net Calls
-$1.64M
Net Calls Change
+$3.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$58.4M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$4.92M
3
American Century Companies
3
American Century Companies
Missouri
$3.79M
4
FI
4
FormulaFolio Investments
Michigan
$2.19M
5
Mariner
5
Mariner
Kansas
$7.45M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$27.5M
3
EWM
3
Edge Wealth Management
New York
$4.88M
4
SWM
4
Sanctuary Wealth Management
Idaho
$360K
5
MLM
5
Mount Lucas Management
Pennsylvania
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
101
Proffitt & Goodson
Tennessee
$224K +$224K +5,319 New
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$220K +$220K +5,218 New
APA
103
American Portfolios Advisors
New York
$212K -$36.7K -872 -15%
CWS
104
Cypress Wealth Services
California
$211K -$5.06K -120 -2%
Deutsche Bank
105
Deutsche Bank
Germany
$210K – – –
HH
106
Hilltop Holdings
Texas
$208K +$208K +4,933 New
FPCG
107
Fort Pitt Capital Group
Pennsylvania
$207K +$207K +4,924 New
VCM
108
Vivaldi Capital Management
Illinois
$202K -$203K -4,830 -50%
CI
109
CX Institutional
Indiana
$196K +$7.5K +178 +4%
AIM
110
Anchor Investment Management
South Carolina
$169K +$10.5K +250 +7%
WWM
111
Willingdon Wealth Management
North Carolina
$160K +$26.1K +617 +19%
SFS
112
Sowell Financial Services
Arkansas
$158K +$158K +3,758 New
CFGS
113
Concourse Financial Group Securities
Alabama
$155K -$185K -4,383 -54%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$153K +$51.1K +1,215 +50%
ASN
115
Advisory Services Network
Georgia
$148K – – –
CAM
116
CenterStar Asset Management
Illinois
$140K – – –
TF
117
TimeScale Financial
Massachusetts
$133K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$120K – – –
AA
119
AlphaMark Advisors
Kentucky
$101K +$63.1K +1,500 +166%
FRA
120
Front Row Advisors
California
$95K – – –
WCM
121
Whitener Capital Management
North Carolina
$91K +$12.1K +289 +15%
CAN
122
Claraphi Advisory Network
United States
$89K +$89K +2,118 New
WCG
123
Weaver Consulting Group
California
$65K – – –
BWP
124
Baldwin Wealth Partners
Massachusetts
$53K – – –
MRCM
125
M&R Capital Management
New Jersey
$47K – – –
3 4
5
6 7