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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

144 hedge funds and large institutions have $296M invested in iShares Mortgage Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+41
Holders Change %
+39.81%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
56
Increased
44
Reduced
22
Closed
14
Calls
$1.13M
Puts
$5.98M
Net Calls
-$4.85M
Net Calls Change
-$4.61M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
Bank of America
2
Bank of America
North Carolina
$21.8M
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
RJA
4
Raymond James & Associates
Florida
$7.46M
5
UBS Group
5
UBS Group
Switzerland
$10.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$5.09M
2
MIG
2
Mariner Investment Group
New York
$0
3
AIG
3
American International Group
New York
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
126
Huntington National Bank
Ohio
$25K -$27K – –
ACM
127
Argentus Capital Management
Texas
$24K +$24K +579 New
WEC
128
Winslow Evans & Crocker
Massachusetts
$23.9K +$23.9K +583 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$21K -$9.84K -238 -32%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$21K – – –
EDRS
131
Edmond de Rothschild (Suisse)
Switzerland
$21K – – –
NSIM
132
North Star Investment Management
Illinois
$21K +$21K +500 New
SCM
133
Southport Capital Management
Tennessee
$21K +$21K +500 New
EDRE
134
Edmond de Rothschild (Europe)
Luxembourg
$20K – – –
SIA
135
SeaBridge Investment Advisors
New Jersey
$13K +$13K +310 New
JCM
136
Jacobi Capital Management
Pennsylvania
$13K +$13K +325 New
HFA
137
High Falls Advisors
New York
$10K – – –
WA
138
WFG Advisors
Texas
$8K +$8K +200 New
WAM
139
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
NFG
140
Next Financial Group
Texas
$5K – – –
AAM
141
Advisors Asset Management
Colorado
$4K – – –
BFEC
142
Benjamin F. Edwards & Company
Missouri
$4K – – –
Manulife (Manufacturers Life Insurance)
143
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$4K +99 New
FNBT
144
FineMark National Bank & Trust
Florida
$3K +$3K +73 New
PG
145
Patten Group
Tennessee
$2.05K +$2.05K +50 New
MIG
146
Mariner Investment Group
New York
– -$4.55M -117,500 Closed
AIG
147
American International Group
New York
– -$3.14M -81,097 Closed
CS
148
Credit Suisse
Switzerland
– -$3.04M -78,462 Closed
SG Americas Securities
149
SG Americas Securities
New York
– -$2.19M -56,640 Closed
Millennium Management
150
Millennium Management
New York
– -$918K -23,735 Closed
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