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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

142 hedge funds and large institutions have $186M invested in iShares Mortgage Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-32
Holders Change %
-18.39%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
32
Increased
52
Reduced
37
Closed
60
Calls
$4.98M
Puts
$4.86M
Net Calls
+$127K
Net Calls Change
+$2.51M

Top Buyers

1
ECM
Evergreen Capital Management
Washington
+$10.5M
2
Morgan Stanley
Morgan Stanley
New York
+$8.61M
3
NCP
NexWave Capital Partners
New York
+$6.6M
4
HKAM
Horizon Kinetics Asset Management
New York
+$4.79M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$3.98M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
-$29M
2
MLM
Mount Lucas Management
Pennsylvania
-$7.11M
3
Man Group
Man Group
United Kingdom
-$6.64M
4
American Century Companies
American Century Companies
Missouri
-$6.38M
5
IA
IFP Advisors
Florida
-$6.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
G
151
Gainplan
Michigan
– -$2.79M -62,532 Closed
AI
152
AdvisorShares Investments
Maryland
– -$2.39M -53,684 Closed
AFP
153
Ausdal Financial Partners
Iowa
– -$2.15M -46,474 Closed
SAS
154
Sage Advisory Services
Texas
– -$1.55M -34,821 Closed
Millennium Management
155
Millennium Management
New York
– -$1.46M -32,862 Closed
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
– -$1.08M -24,322 Closed
RIA
157
Regal Investment Advisors
Michigan
– -$907K -20,373 Closed
LA
158
LexAurum Advisors
Kansas
– -$861K -19,341 Closed
Creative Planning
159
Creative Planning
Kansas
– -$727K -16,333 Closed
BWA
160
Beam Wealth Advisors
Louisiana
– -$680K -15,262 Closed
HighTower Advisors
161
HighTower Advisors
Illinois
– -$672K -15,150 Closed
CRWM
162
Castle Rock Wealth Management
California
– -$596K -12,724 Closed
CC
163
Claybrook Capital
Massachusetts
– -$564K -12,021 Closed
PPW
164
Pasadena Private Wealth
California
– -$484K -10,860 Closed
PFS
165
Prospera Financial Services
Texas
– -$481K -10,806 Closed
SW
166
SVB Wealth
Massachusetts
– -$445K -10,000 Closed
SBIA
167
Sheaff Brock Investment Advisors
Indiana
– -$437K -9,807 Closed
JLBC
168
J.L. Bainbridge & Co
Florida
– -$412K -9,258 Closed
BCI
169
Brinker Capital Investments
Pennsylvania
– -$410K -9,197 Closed
MPCG
170
Matrix Private Capital Group
New York
– -$396K -8,882 Closed
ACM
171
Alethea Capital Management
Washington
– -$390K -8,763 Closed
Nomura Asset Management
172
Nomura Asset Management
Japan
– -$388K -8,705 Closed
SWM
173
Sanctuary Wealth Management
Idaho
– -$383K -8,601 Closed
AAMC
174
Asset Allocation & Management Company
Illinois
– -$365K -8,198 Closed
FTI
175
Fiduciary Trust International
Massachusetts
– -$357K -8,028 Closed
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