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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

136 hedge funds and large institutions have $520M invested in iShares Mortgage Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
3.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
12
Increased
50
Reduced
41
Closed
19
Calls
$904K
Puts
$4.41M
Net Calls
-$3.51M
Net Calls Change
+$5.81M

Top Buyers

1
FAM
1
Flaharty Asset Management
Florida
$8.41M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$21.6M
3
MLM
3
Mount Lucas Management
Pennsylvania
$4.16M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$8.29M
5
G
5
Gainplan
Michigan
$2.48M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$142M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$21.2M
3
BlackRock
3
BlackRock
New York
$52M
4
NCM
4
Niemann Capital Management
Nevada
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
151
Ruggie Capital Group
Florida
– -$46K -1,000 Closed
Creative Planning
152
Creative Planning
Kansas
– -$39K -841 Closed
DADC
153
D.A. Davidson & Co
Montana
– -$23K -500 Closed
GI
154
Gradient Investments
Minnesota
– -$21K -451 Closed
BWA
155
Burt Wealth Advisors
Maryland
– -$3K -75 Closed
3 4 5 6
7