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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

142 hedge funds and large institutions have $186M invested in iShares Mortgage Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-32
Holders Change %
-18.39%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
32
Increased
52
Reduced
37
Closed
60
Calls
$4.98M
Puts
$4.86M
Net Calls
+$127K
Net Calls Change
+$2.51M

Top Buyers

1
ECM
Evergreen Capital Management
Washington
+$10.5M
2
Morgan Stanley
Morgan Stanley
New York
+$8.61M
3
NCP
NexWave Capital Partners
New York
+$6.6M
4
HKAM
Horizon Kinetics Asset Management
New York
+$4.79M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$3.98M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
-$29M
2
MLM
Mount Lucas Management
Pennsylvania
-$7.11M
3
Man Group
Man Group
United Kingdom
-$6.64M
4
American Century Companies
American Century Companies
Missouri
-$6.38M
5
IA
IFP Advisors
Florida
-$6.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
126
Global Wealth Management Investment Advisory
Florida
$7K +$4.36K +247 +165%
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.68K – – –
GFPC
128
Global Financial Private Client
Florida
$6.43K -$7.27K -443 -53%
GI
129
Gradient Investments
Minnesota
$5K – – –
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
QCG
131
Quadrant Capital Group
Ohio
$5K +$5K +241 New
SCA
132
Stonebridge Capital Advisors
Minnesota
$4K – – –
GSWM
133
Golden State Wealth Management
California
$4K +$4K +202 New
CAL
134
Capital Analysts LLC
Pennsylvania
$4K +$4K +231 New
VCP
135
Verus Capital Partners
Arizona
$3K -$4.25K -225 -59%
NSIM
136
North Star Investment Management
Illinois
$2K – – –
AAM
137
Advisors Asset Management
Colorado
$2K – – –
WA
138
WestEnd Advisors
North Carolina
$2K +$2K +107 New
BWA
139
BDO Wealth Advisors
Florida
$2K +$2K +125 New
CAC
140
Certified Advisory Corp
Florida
$1K – – –
NSLI
141
Nan Shan Life Insurance
Taiwan
– -$29M -652,014 Closed
MLM
142
Mount Lucas Management
Pennsylvania
– -$7.11M -159,555 Closed
Man Group
143
Man Group
United Kingdom
– -$6.64M -149,032 Closed
American Century Companies
144
American Century Companies
Missouri
– -$6.38M -143,320 Closed
DF
145
Donoghue Forlines
Massachusetts
– -$4.77M -107,012 Closed
CWG
146
Cornerstone Wealth Group
North Carolina
– -$3.73M -83,755 Closed
AllianceBernstein
147
AllianceBernstein
Tennessee
– -$3.67M -82,440 Closed
Sumitomo Mitsui Trust Group
148
Sumitomo Mitsui Trust Group
Japan
– -$3.61M -81,165 Closed
PI
149
PFS Investments
Georgia
– -$3.28M -73,607 Closed
IAA
150
Independent Advisor Alliance
North Carolina
– -$2.83M -63,518 Closed
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