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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

148 hedge funds and large institutions have $367M invested in iShares Mortgage Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
44
Reduced
44
Closed
27
Calls
$6.6M
Puts
$7.55M
Net Calls
-$950K
Net Calls Change
-$1.69M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.2M
2
MLM
Mount Lucas Management
Pennsylvania
+$5.47M
3
PCP
Proficio Capital Partners
Massachusetts
+$4.99M
4
Man Group
Man Group
United Kingdom
+$4.44M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.91M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.1M
2
DF
Donoghue Forlines
Massachusetts
-$18M
3
NSLI
Nan Shan Life Insurance
Taiwan
-$15.9M
4
Morgan Stanley
Morgan Stanley
New York
-$13.8M
5
IA
IFP Advisors
Florida
-$9.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
126
Reilly Financial Advisors
California
$22K – – –
EDRH
127
Edmond de Rothschild Holding
Switzerland
$22K – – –
GRP
128
Global Retirement Partners
California
$21K – – –
GI
129
Gradient Investments
Minnesota
$20K – – –
IP
130
Intellectus Partners
California
$18K +$18K +427 New
SFA
131
Semmax Financial Advisors
North Carolina
$16K +$16K +370 New
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5K – – –
SWM
133
SeaCrest Wealth Management
New York
$13K – – –
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
LC
135
Lindbrook Capital
California
$11K +$167 +4 +2%
GWMIA
136
Global Wealth Management Investment Advisory
Florida
$10K – – –
CH
137
Canton Hathaway
Rhode Island
$9K – – –
JPLA
138
Joseph P. Lucia & Associates
New York
$7.51K +$7.51K +329,366 New
EWM
139
Executive Wealth Management
Michigan
$5K -$242K -6,061 -98%
NSIM
140
North Star Investment Management
Illinois
$5K – – –
APC
141
Aspire Private Capital
North Carolina
$5K +$5K +124 New
Mariner
142
Mariner
Kansas
$5K +$5K +105,019 New
CF
143
Centaurus Financial
California
$4.09K +$4.09K +177 New
AAM
144
Advisors Asset Management
Colorado
$4K – – –
GSWM
145
Golden State Wealth Management
California
$4K +$4K +102 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$1K +$833 +25 +500%
VF
147
Virtu Financial
New York
– -$5.53M -138,365 Closed
MAFM
148
Mid Atlantic Financial Management
Pennsylvania
– -$3.67M -91,770 Closed
TRCT
149
Tower Research Capital (TRC)
New York
– -$2.38M -59,607 Closed
RWP
150
RWA Wealth Partners
Massachusetts
– -$2.2M -54,950 Closed
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