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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

148 hedge funds and large institutions have $488M invested in iShares Mortgage Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
26
Increased
55
Reduced
39
Closed
20
Calls
$373K
Puts
$12M
Net Calls
-$11.6M
Net Calls Change
-$6.73M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$39.8M
2
Bank of America
2
Bank of America
North Carolina
$33.1M
3
BWM
3
Braver Wealth Management
Massachusetts
$6.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.3M
5
CHA
5
Cedar Hill Associates
Illinois
$15.2M

Top Sellers

1
SMH
1
Sanders Morris Harris
Texas
$956K
2
MCM
2
Moore Capital Management
New York
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.79M
4
ACM
4
Avalon Capital Management
California
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
126
Edmond de Rothschild Holding
Switzerland
$42K – – –
WEC
127
Winslow Evans & Crocker
Massachusetts
$24.8K +$252 +6 +1%
HNB
128
Huntington National Bank
Ohio
$24K -$25K – –
ASN
129
Advisory Services Network
Georgia
$23K -$3.43K -81 -13%
NSIM
130
North Star Investment Management
Illinois
$21K – – –
EDRE
131
Edmond de Rothschild (Europe)
Luxembourg
$21K – – –
EDRS
132
Edmond de Rothschild (Suisse)
Switzerland
$21K – – –
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K +$13.8K +328 +331%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$15K -$6.83K -159 -31%
GBBWRPM
135
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K +$15K +375 New
ACM
136
Argentus Capital Management
Texas
$14K -$10.9K -253 -44%
SIA
137
SeaBridge Investment Advisors
New Jersey
$13K – – –
JCM
138
Jacobi Capital Management
Pennsylvania
$13K – – –
LAM
139
Lebenthal Asset Management
New York
$11K -$297K -6,750 -96%
DADC
140
D.A. Davidson & Co
Montana
$10K +$10K +250 New
DOA
141
D'Orazio & Associates
Virginia
$8K +$8K +198 New
JIC
142
Joel Isaacson & Co
New York
$8K +$8K +199 New
AllianceBernstein
143
AllianceBernstein
Tennessee
$8K +$8K +201 New
BFEC
144
Benjamin F. Edwards & Company
Missouri
$6K +$2K +50 +50%
WAM
145
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
AIM
146
Advantage Investment Management
Iowa
$5K +$5K +125 New
AAM
147
Advisors Asset Management
Colorado
$4K – – –
PG
148
Patten Group
Tennessee
$2.06K – – –
AssetMark Inc
149
AssetMark Inc
California
$1K +$1K +13 New
CWM
150
Concert Wealth Management
California
$1K +$1K +15 New
3 4 5
6
7