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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

148 hedge funds and large institutions have $367M invested in iShares Mortgage Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
44
Reduced
44
Closed
27
Calls
$6.6M
Puts
$7.55M
Net Calls
-$950K
Net Calls Change
-$1.69M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.2M
2
MLM
Mount Lucas Management
Pennsylvania
+$5.47M
3
PCP
Proficio Capital Partners
Massachusetts
+$4.99M
4
Man Group
Man Group
United Kingdom
+$4.44M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.91M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.1M
2
DF
Donoghue Forlines
Massachusetts
-$18M
3
NSLI
Nan Shan Life Insurance
Taiwan
-$15.9M
4
Morgan Stanley
Morgan Stanley
New York
-$13.8M
5
IA
IFP Advisors
Florida
-$9.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
151
SG Americas Securities
New York
– -$1.79M -44,759 Closed
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
– -$1.22M -30,500 Closed
CS
153
Comerica Securities
Michigan
– -$987K -24,714 Closed
CG
154
Colony Group
Massachusetts
– -$936K -23,434 Closed
RWM
155
Ritholtz Wealth Management
New York
– -$730K -18,281 Closed
BAM
156
Belpointe Asset Management
Nevada
– -$711K -17,800 Closed
AI
157
Atria Investments
North Carolina
– -$680K -17,023 Closed
Prudential Financial
158
Prudential Financial
New Jersey
– -$660K -16,517 Closed
TSS
159
Two Sigma Securities
New York
– -$457K -11,435 Closed
PO
160
Private Ocean
California
– -$450K -11,263 Closed
JLBC
161
J.L. Bainbridge & Co
Florida
– -$433K -10,840 Closed
SMFG
162
Sumitomo Mitsui Financial Group
Japan
– -$434K -10,769 Closed
Jane Street
163
Jane Street
New York
– -$377K -9,427 Closed
TWM
164
TLW Wealth Management
Florida
– -$321K -8,037 Closed
JPMPWA
165
J.P. Morgan Private Wealth Advisors
California
– -$206K -5,161 Closed
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
– -$200K -5,016 Closed
S
167
SignatureFD
Georgia
– -$100K -2,500 Closed
PCG
168
Private Capital Group
Connecticut
– -$28K -700 Closed
SIAG
169
Signet Investment Advisory Group
Rhode Island
– -$19K -500 Closed
CIAS
170
Capital Investment Advisory Services
North Carolina
– -$18K -453 Closed
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
– -$4K -102 Closed
MA
172
MUFG Americas
New York
– -$4K -100 Closed
RFM
173
Royal Fund Management
Florida
– -$1K -34 Closed
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