REM icon

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 %
Bank of Nova Scotia
176
Bank of Nova Scotia
Ontario, Canada
– -$411K -9,756 Closed
Simplex Trading
177
Simplex Trading
Illinois
– -$407K -9,669 Closed
NR
178
Newfound Research
Massachusetts
– -$309K -7,329 Closed
DWA
179
Douglass Winthrop Advisors
New York
– -$226K -5,362 Closed
JPMPWA
180
J.P. Morgan Private Wealth Advisors
California
– -$220K -5,218 Closed
WCM
181
Whitener Capital Management
North Carolina
– -$91K -2,172 Closed
CAN
182
Claraphi Advisory Network
United States
– -$89K -2,118 Closed
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
– -$21K -500 Closed
GSWM
184
Golden State Wealth Management
California
– -$9K -202 Closed
CAM
185
CenterStar Asset Management
Illinois
– -$140K – –
4 5 6 7
8