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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

142 hedge funds and large institutions have $186M invested in iShares Mortgage Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-32
Holders Change %
-18.39%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
32
Increased
52
Reduced
37
Closed
60
Calls
$4.98M
Puts
$4.86M
Net Calls
+$127K
Net Calls Change
+$2.51M

Top Buyers

1
ECM
Evergreen Capital Management
Washington
+$10.5M
2
Morgan Stanley
Morgan Stanley
New York
+$8.61M
3
NCP
NexWave Capital Partners
New York
+$6.6M
4
HKAM
Horizon Kinetics Asset Management
New York
+$4.79M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$3.98M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
-$29M
2
MLM
Mount Lucas Management
Pennsylvania
-$7.11M
3
Man Group
Man Group
United Kingdom
-$6.64M
4
American Century Companies
American Century Companies
Missouri
-$6.38M
5
IA
IFP Advisors
Florida
-$6.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
101
Front Row Advisors
California
$50K – – –
AIM
102
Anchor Investment Management
South Carolina
$48.2K – – –
IA
103
IFP Advisors
Florida
$40K -$6.37M -280,937 -99%
AA
104
AlphaMark Advisors
Kentucky
$39K -$5.57K -300 -12%
AF
105
Advisornet Financial
Minnesota
$37K +$37K +2,000 New
RCA
106
Ranch Capital Advisors
Florida
$35K – – –
GWM
107
Geneos Wealth Management
Colorado
$32K -$181K -8,334 -85%
WCG
108
Weaver Consulting Group
California
$29K -$53K -2,831 -65%
PP
109
Paloma Partners
Connecticut
$28K +$28K +1,473 New
CAN
110
Claraphi Advisory Network
United States
$28K +$28K +1,477 New
PO
111
Private Ocean
California
$26K +$26K +1,411 New
BWP
112
Baldwin Wealth Partners
Massachusetts
$23K – – –
CAAS
113
Capital Asset Advisory Services
Michigan
$22K +$12.1K +606 +122%
SIM
114
Sonora Investment Management
Arizona
$20K – – –
LFG
115
Larson Financial Group
Missouri
$19K +$19K +1,000 New
CFGS
116
Concourse Financial Group Securities
Alabama
$18K -$29.5K -1,611 -62%
EWM
117
Edge Wealth Management
New York
$17K -$2.16M -114,033 -99%
SFS
118
Sowell Financial Services
Arkansas
$13K -$96.2K -5,151 -88%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$1.14K +59 +10%
RFA
120
Reilly Financial Advisors
California
$9K – – –
EDRH
121
Edmond de Rothschild Holding
Switzerland
$9K – – –
DWM
122
Darwin Wealth Management
Florida
$9K +$9K +500 New
GRP
123
Global Retirement Partners
California
$8K – – –
Fidelity Investments
124
Fidelity Investments
Massachusetts
$8K +$1.4K +80 +21%
VCM
125
Versant Capital Management
Arizona
$7K -$7.39K -400 -51%
3 4
5
6 7