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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

136 hedge funds and large institutions have $520M invested in iShares Mortgage Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
3.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
12
Increased
50
Reduced
41
Closed
19
Calls
$904K
Puts
$4.41M
Net Calls
-$3.51M
Net Calls Change
+$5.81M

Top Buyers

1
FAM
Flaharty Asset Management
Florida
$8.41M
2
AWMS
Advocacy Wealth Management Services
Georgia
$21.6M
3
MLM
Mount Lucas Management
Pennsylvania
$4.16M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$8.29M
5
G
Gainplan
Michigan
$2.48M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$142M
2
NSLI
Nan Shan Life Insurance
Taiwan
$21.2M
3
BlackRock
BlackRock
New York
$52M
4
NCM
Niemann Capital Management
Nevada
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
126
Liberty Capital Management
Michigan
$18K – – –
WAM
127
Wealthspire Advisors (Maryland)
Maryland
$18K – – –
SIA
128
SeaBridge Investment Advisors
New Jersey
$15K – – –
SEI Investments
129
SEI Investments
Pennsylvania
$13K +$13K +275 New
JCM
130
Jacobi Capital Management
Pennsylvania
$8K – – –
BFEC
131
Benjamin F. Edwards & Company
Missouri
$7K – – –
AAM
132
Advisors Asset Management
Colorado
$4K – – –
PWM
133
Perigon Wealth Management
California
$3K – – –
PG
134
Patten Group
Tennessee
$2K – – –
Simplex Trading
135
Simplex Trading
Illinois
$1K -$263K -10,005 -100%
RFM
136
Royal Fund Management
Florida
$1K – – –
NCM
137
Niemann Capital Management
Nevada
– -$19M -410,510 Closed
UCFA
138
United Capital Financial Advisors
Texas
– -$8.43M -181,803 Closed
FIM
139
Freedom Investment Management
Connecticut
– -$2.09M -45,004 Closed
Allianz Asset Management
140
Allianz Asset Management
Germany
– -$837K -19,890 Closed
SG Americas Securities
141
SG Americas Securities
New York
– -$845K -18,220 Closed
Jane Street
142
Jane Street
New York
– -$685K -14,769 Closed
Mirae Asset Global Investments
143
Mirae Asset Global Investments
South Korea
– -$527K -11,368 Closed
SC
144
Scotia Capital
Ontario, Canada
– -$221K -4,767 Closed
SCA
145
Sage Capital Advisors
South Dakota
– -$213K -4,592 Closed
PFS
146
Prospera Financial Services
Texas
– -$207K -4,446 Closed
WS
147
Wedbush Securities
California
– -$202K -4,359 Closed
HWP
148
Hefty Wealth Partners
Indiana
– -$67K -1,453 Closed
VanEck Associates
149
VanEck Associates
New York
– -$55K -1,192 Closed
US Bancorp
150
US Bancorp
Minnesota
– -$54K -1,175 Closed
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