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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 %
Stifel Financial
176
Stifel Financial
Missouri
– -$349K -7,967 Closed
BCM
177
Brookstone Capital Management
Illinois
– -$342K -7,680 Closed
RFC
178
Regions Financial Corp
Alabama
– -$334K -7,500 Closed
STA
179
Summit Trail Advisors
New York
– -$297K -6,675 Closed
IWM
180
IHT Wealth Management
Illinois
– -$276K -6,187 Closed
JWCA
181
J.W. Cole Advisors
Florida
– -$275K -6,166 Closed
VWM
182
Vigilare Wealth Management
Arizona
– -$286K -6,160 Closed
LNC
183
Lincoln National Corp
Pennsylvania
– -$252K -5,669 Closed
VCM
184
Virtue Capital Management
Tennessee
– -$249K -5,587 Closed
AIP
185
ARS Investment Partners
New York
– -$243K -5,447 Closed
FA
186
FDx Advisors
Illinois
– -$237K -5,313 Closed
PA
187
Pinnacle Associates
New York
– -$229K -5,145 Closed
CWS
188
Cypress Wealth Services
California
– -$223K -5,016 Closed
VCM
189
Vivaldi Capital Management
Illinois
– -$220K -4,943 Closed
FPCG
190
Fort Pitt Capital Group
Pennsylvania
– -$219K -4,924 Closed
TCA
191
Transcend Capital Advisors
New Jersey
– -$208K -4,675 Closed
LWAC
192
Laurel Wealth Advisors (California)
California
– -$200K -4,492 Closed
WP
193
WealthPLAN Partners
Nebraska
– -$205K -4,340 Closed
AP
194
Advisors Preferred
Maryland
– -$180K -4,035 Closed
TF
195
TimeScale Financial
Massachusetts
– -$140K -3,154 Closed
WWM
196
Willingdon Wealth Management
North Carolina
– -$137K -3,079 Closed
MRCM
197
M&R Capital Management
New Jersey
– -$50K -1,125 Closed
WEC
198
Winslow Evans & Crocker
Massachusetts
– -$36K -782 Closed
PMFA
199
Plante Moran Financial Advisors
Michigan
– -$27K -603 Closed
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