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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

145 hedge funds and large institutions have $351M invested in iShares Mortgage Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
57
Reduced
37
Closed
23
Calls
$2.82M
Puts
$4.45M
Net Calls
-$1.64M
Net Calls Change
+$3.1M

Top Buyers

1
BlackRock
BlackRock
New York
$58.4M
2
CWG
Cornerstone Wealth Group
North Carolina
$4.92M
3
American Century Companies
American Century Companies
Missouri
$3.79M
4
FI
FormulaFolio Investments
Michigan
$2.19M
5
Mariner
Mariner
Kansas
$7.45M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
2
NSLI
Nan Shan Life Insurance
Taiwan
$27.5M
3
EWM
Edge Wealth Management
New York
$4.88M
4
SWM
Sanctuary Wealth Management
Idaho
$360K
5
MLM
Mount Lucas Management
Pennsylvania
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
126
Sonora Investment Management
Arizona
$46K – – –
VCM
127
Versant Capital Management
Arizona
$40K -$102K -2,473 -72%
NFG
128
Next Financial Group
Texas
$36K – – –
SMFG
129
Sumitomo Mitsui Financial Group
Japan
$35K +$35K +829 New
FHA
130
Flagship Harbor Advisors
Massachusetts
$28K – – –
SCA
131
Stonebridge Capital Advisors
Minnesota
$27K – – –
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$26K – – –
SF
133
Synovus Financial
Georgia
$23K -$6.9K -168 -23%
RFA
134
Reilly Financial Advisors
California
$21K – – –
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$21K – – –
EDRH
136
Edmond de Rothschild Holding
Switzerland
$21K – – –
GI
137
Gradient Investments
Minnesota
$19K – – –
GRP
138
Global Retirement Partners
California
$18K -$8.23K -198 -31%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15K – – –
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
GSWM
141
Golden State Wealth Management
California
$9K +$4.46K +100 +98%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$9K +$8.88K +215 +7,167%
GWMIA
143
Global Wealth Management Investment Advisory
Florida
$6K +$6K +150 New
NSIM
144
North Star Investment Management
Illinois
$5K +$5K +125 New
AAM
145
Advisors Asset Management
Colorado
$4K – – –
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
– -$29.6M -702,800 Closed
BCM
147
Beck Capital Management
Texas
– -$2.19M -51,851 Closed
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
– -$2.09M -49,452 Closed
Two Sigma Investments
149
Two Sigma Investments
New York
– -$1.8M -42,700 Closed
BCM
150
Brookstone Capital Management
Illinois
– -$624K -14,794 Closed
3 4 5
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