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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

174 hedge funds and large institutions have $429M invested in iShares Mortgage Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+29
Holders Change %
+20%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
41
Increased
73
Reduced
34
Closed
11
Calls
$2.22M
Puts
$4.6M
Net Calls
-$2.38M
Net Calls Change
-$746K

Top Buyers

1
LPL Financial
LPL Financial
California
+$6.93M
2
IFA
Interactive Financial Advisors
Illinois
+$6.28M
3
Morgan Stanley
Morgan Stanley
New York
+$4.73M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.2M
5
MLM
Mount Lucas Management
Pennsylvania
+$3.81M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$21.8M
2
CWG
Cornerstone Wealth Group
North Carolina
-$1.47M
3
IA
IFP Advisors
Florida
-$1.45M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.21M
5
HT
HAP Trading
New York
-$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Next Financial Group
Texas
$39K +$2.08K +47 +6%
GFPC
152
Global Financial Private Client
Florida
$37.2K +$37.2K +835 New
WEC
153
Winslow Evans & Crocker
Massachusetts
$36K +$36K +782 New
VCM
154
Versant Capital Management
Arizona
$34K -$8.34K -191 -20%
SF
155
Synovus Financial
Georgia
$28K +$3.31K +75 +13%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$44 +1 +0.2%
PMFA
157
Plante Moran Financial Advisors
Michigan
$27K +$27K +603 New
CAAS
158
Capital Asset Advisory Services
Michigan
$23K +$23K +497 New
RFA
159
Reilly Financial Advisors
California
$22K – – –
EDRH
160
Edmond de Rothschild Holding
Switzerland
$22K – – –
GRP
161
Global Retirement Partners
California
$19K – – –
Fidelity Investments
162
Fidelity Investments
Massachusetts
$17K +$7.17K +159 +73%
VCP
163
Verus Capital Partners
Arizona
$17K +$17K +384 New
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K – – –
GI
165
Gradient Investments
Minnesota
$12K -$8.82K -191 -42%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
SCA
167
Stonebridge Capital Advisors
Minnesota
$9K -$20.3K -450 -69%
GWMIA
168
Global Wealth Management Investment Advisory
Florida
$7K – – –
NSIM
169
North Star Investment Management
Illinois
$6K – – –
AAM
170
Advisors Asset Management
Colorado
$4K – – –
CAC
171
Certified Advisory Corp
Florida
$2K +$2K +55 New
FHA
172
Flagship Harbor Advisors
Massachusetts
$1K -$38.8K -660 -97%
RG
173
Retirement Group
California
$1K +$1K +31 New
TRCT
174
Tower Research Capital (TRC)
New York
– -$1.21M -28,602 Closed
HT
175
HAP Trading
New York
– -$1.17M -27,862 Closed
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