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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

175 hedge funds and large institutions have $436M invested in iShares Mortgage Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+30
Holders Change %
+20.69%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
41
Reduced
52
Closed
14
Calls
$3.54M
Puts
$4.55M
Net Calls
-$1.01M
Net Calls Change
-$16.7M

Top Buyers

1
MLM
Mount Lucas Management
Pennsylvania
+$6.07M
2
Two Sigma Investments
Two Sigma Investments
New York
+$4.92M
3
IFA
Interactive Financial Advisors
Illinois
+$4.86M
4
DF
Donoghue Forlines
Massachusetts
+$3.81M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.81M

Top Sellers

1
BlackRock
BlackRock
New York
-$19.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.23M
3
Citigroup
Citigroup
New York
-$5.58M
4
Stifel Financial
Stifel Financial
Missouri
-$2.06M
5
FAM
Flaharty Asset Management
Florida
-$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
126
Creative Financial Designs
Indiana
$86K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$83K -$11.2K -350 -12%
CFGS
128
Concourse Financial Group Securities
Alabama
$81K +$39.9K +1,258 +97%
FRA
129
Front Row Advisors
California
$72K – – –
NFG
130
Next Financial Group
Texas
$68K +$68K +2,129 New
AF
131
Advisornet Financial
Minnesota
$64K – – –
CAAS
132
Capital Asset Advisory Services
Michigan
$55K -$4.15K -130 -7%
RCA
133
Ranch Capital Advisors
Florida
$51K -$18.4K -584 -26%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$50K -$180K -5,624 -78%
PO
135
Private Ocean
California
$46K – – –
CAL
136
Capital Analysts LLC
Pennsylvania
$39K +$31.7K +997 +432%
FCH
137
Freestone Capital Holdings
Washington
$37.7K – – –
FFA
138
Founders Financial Alliance
North Carolina
$36K – – –
SIM
139
Sonora Investment Management
Arizona
$35K – – –
AWM
140
Accel Wealth Management
Iowa
$35K +$35K +1,100 New
LFG
141
Larson Financial Group
Missouri
$32K – – –
SMFG
142
Sumitomo Mitsui Financial Group
Japan
$31K -$4.55K -144 -13%
RA
143
Reby Advisors
Connecticut
$31K +$31K +959 New
PGAM
144
Princeton Global Asset Management
New Jersey
$25K – – –
RWA
145
Ropes Wealth Advisors
Massachusetts
$21K +$21K +659 New
RFA
146
Reilly Financial Advisors
California
$16K – – –
SIAG
147
Signet Investment Advisory Group
Rhode Island
$16K +$16K +500 New
GRP
148
Global Retirement Partners
California
$14K – – –
VCM
149
Versant Capital Management
Arizona
$13K +$216 +7 +2%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$8.77K -277 -42%
4 5
6
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