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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

148 hedge funds and large institutions have $381M invested in iShares Mortgage Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
–
Holders Change %
0%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
20
Increased
60
Reduced
36
Closed
17
Calls
$4.3M
Puts
$9.04M
Net Calls
-$4.74M
Net Calls Change
-$3.79M

Top Buyers

1
SWM
Sanctuary Wealth Management
Idaho
+$8.5M
2
EWM
Edge Wealth Management
New York
+$4.87M
3
Bank of America
Bank of America
North Carolina
+$2.97M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.17M
5
BlackRock
BlackRock
New York
+$1.83M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$13.4M
2
CIM
Cambria Investment Management
California
-$6.36M
3
Two Sigma Investments
Two Sigma Investments
New York
-$3.67M
4
NR
Newfound Research
Massachusetts
-$2.44M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
126
M&R Capital Management
New Jersey
$47K – – –
SIM
127
Sonora Investment Management
Arizona
$46K – – –
WEC
128
Winslow Evans & Crocker
Massachusetts
$40K -$4.16K -96 -9%
AA
129
AlphaMark Advisors
Kentucky
$38K – – –
NFG
130
Next Financial Group
Texas
$36K -$732 -17 -2%
SF
131
Synovus Financial
Georgia
$30K -$650K -15,780 -96%
FHA
132
Flagship Harbor Advisors
Massachusetts
$28K – – –
GRP
133
Global Retirement Partners
California
$27K +$6.42K +150 +31%
SCA
134
Stonebridge Capital Advisors
Minnesota
$27K +$27K +650 New
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$26K -$6.37K -150 -20%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$21K – – –
RFA
137
Reilly Financial Advisors
California
$21K – – –
EDRH
138
Edmond de Rothschild Holding
Switzerland
$21K – – –
GI
139
Gradient Investments
Minnesota
$19K – – –
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K – – –
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
LC
142
Lindbrook Capital
California
$11K +$284 +7 +3%
GSWM
143
Golden State Wealth Management
California
$4K – – –
S
144
SignatureFD
Georgia
$4K +$4K +100 New
EWM
145
Executive Wealth Management
Michigan
$3K -$3.05K -63 -50%
AAM
146
Advisors Asset Management
Colorado
$3K – – –
CIM
147
Cambria Investment Management
California
– -$6.36M -146,666 Closed
GFPC
148
Global Financial Private Capital
Florida
– -$1.67M -38,502 Closed
Millennium Management
149
Millennium Management
New York
– -$972K -22,437 Closed
BB
150
Bell Bank
North Dakota
– -$331K -7,643 Closed
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