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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

144 hedge funds and large institutions have $604M invested in iShares Mortgage Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+25
Holders Change %
+21.01%
% of All Funds
3.6%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
34
Increased
50
Reduced
34
Closed
9
Calls
$677K
Puts
$10M
Net Calls
-$9.32M
Net Calls Change
-$2.07M

Top Buyers

1
BlackRock
BlackRock
New York
$78M
2
NCM
Niemann Capital Management
Nevada
$19M
3
NSLI
Nan Shan Life Insurance
Taiwan
$53.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.3M
5
UCFA
United Capital Financial Advisors
Texas
$8.43M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$141M
2
Morgan Stanley
Morgan Stanley
New York
$27.1M
3
Wells Fargo
Wells Fargo
California
$14.2M
4
Stifel Financial
Stifel Financial
Missouri
$1.17M
5
FAM
Flaharty Asset Management
Florida
$7.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$23K -$34.5K -750 -60%
EDRH
127
Edmond de Rothschild Holding
Switzerland
$23K – – –
NSIM
128
North Star Investment Management
Illinois
$23K – – –
RFA
129
Reilly Financial Advisors
California
$23K +$23K +500 New
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$23K +$23K +500 New
GI
131
Gradient Investments
Minnesota
$21K – – –
NFG
132
Next Financial Group
Texas
$20K +$13.6K +300 +213%
AA
133
AlphaMark Advisors
Kentucky
$17K – – –
LCM
134
Liberty Capital Management
Michigan
$17K – – –
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$17K +$17K +375 New
SIA
136
SeaBridge Investment Advisors
New Jersey
$14K – – –
JCM
137
Jacobi Capital Management
Pennsylvania
$8K – – –
FAM
138
Flaharty Asset Management
Florida
$7.7K -$6.64M -143,916 -100%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$7K – – –
AAM
140
Advisors Asset Management
Colorado
$4K – – –
PWM
141
Perigon Wealth Management
California
$3K -$7.13K -171 -70%
BWA
142
Burt Wealth Advisors
Maryland
$3K +$3K +75 New
PG
143
Patten Group
Tennessee
$2K – – –
RFM
144
Royal Fund Management
Florida
$1K +$1K +34 New
G
145
Gainplan
Michigan
– -$3.69M -81,522 Closed
WSTAM
146
Wilbanks Smith & Thomas Asset Management
Virginia
– -$570K -12,581 Closed
Baird Financial Group
147
Baird Financial Group
Wisconsin
– -$508K -11,216 Closed
MIAN
148
Mariner Independent Advisor Network
Kansas
– -$462K -10,196 Closed
KA
149
Kovack Advisors
Florida
– -$246K -5,438 Closed
ACS
150
Archford Capital Strategies
Illinois
– -$52K -1,150 Closed
3 4 5
6
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