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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

139 hedge funds and large institutions have $277M invested in iShares Mortgage Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
45
Reduced
38
Closed
30
Calls
$13.2M
Puts
$11.3M
Net Calls
+$1.86M
Net Calls Change
+$1.73M

Top Buyers

1
Citigroup
Citigroup
New York
$41.4M
2
Bank of America
Bank of America
North Carolina
$18.3M
3
SWM
Segment Wealth Management
Texas
$4.55M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.24M
5
SIM
SSI Investment Management
California
$3.13M

Top Sellers

1
TNBTD
Trustmark National Bank Trust Department
Mississippi
$889K
2
ECM
Evergreen Capital Management
Washington
$6.83M
3
HKAM
Horizon Kinetics Asset Management
New York
$0
4
Mariner
Mariner
Kansas
$802K
5
Two Sigma Advisers
Two Sigma Advisers
New York
$703K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
126
Gradient Investments
Minnesota
$6K – – –
CAL
127
Capital Analysts LLC
Pennsylvania
$6K – – –
QCG
128
Quadrant Capital Group
Ohio
$6K – – –
SCA
129
Stonebridge Capital Advisors
Minnesota
$5K – – –
NSIM
130
North Star Investment Management
Illinois
$3K – – –
BWA
131
BDO Wealth Advisors
Florida
$3K – – –
SWM
132
Sugarloaf Wealth Management
Georgia
$3K +$3K +102 New
WA
133
WestEnd Advisors
North Carolina
$2.66K – – –
PA
134
Parallel Advisors
California
$2K +$2K +91 New
DCM
135
Davis Capital Management
Florida
$1K +$74 +2 +8%
TCM
136
TD Capital Management
Tennessee
$1K +$1K +25 New
RG
137
Retirement Group
California
$1K +$1K +31 New
HKAM
138
Horizon Kinetics Asset Management
New York
– -$4.79M -255,928 Closed
TI
139
Trexquant Investment
Connecticut
– -$3.17M -169,635 Closed
FI
140
FormulaFolio Investments
Michigan
– -$2.91M -155,443 Closed
IFA
141
Interactive Financial Advisors
Illinois
– -$2.73M -145,813 Closed
Allianz Asset Management
142
Allianz Asset Management
Germany
– -$1.87M -100,000 Closed
Two Sigma Investments
143
Two Sigma Investments
New York
– -$1.08M -57,850 Closed
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
– -$1.05M -56,116 Closed
HT
145
HAP Trading
New York
– -$860K -46,005 Closed
IC
146
IEQ Capital
California
– -$685K -36,645 Closed
ACM
147
Anfield Capital Management
California
– -$611K -32,659 Closed
SMC
148
Smith, Moore & Co
Missouri
– -$391K -20,915 Closed
Goldman Sachs
149
Goldman Sachs
New York
– -$390K -20,829 Closed
XS
150
XR Securities
Illinois
– -$371K -19,830 Closed
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