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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

124 hedge funds and large institutions have $351M invested in iShares Mortgage Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
27
Increased
47
Reduced
38
Closed
15
Calls
$850K
Puts
$14.6M
Net Calls
-$13.7M
Net Calls Change
+$1.29M

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$12.9M
2
BIA
2
Barry Investment Advisors
Massachusetts
$9.5M
3
UBS Group
3
UBS Group
Switzerland
$8.15M
4
BFA
4
BlackRock Fund Advisors
California
$33.5M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$28.2M

Top Sellers

1
PSI
1
Pinnacle Summer Investments
Virginia
$1.78M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
LPL Financial
3
LPL Financial
California
$14.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.1M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
BlackRock Fund Advisors
California
$33.5M 2,861,843 +603,482 +27%
Morgan Stanley
2
Morgan Stanley
New York
$33.1M 2,825,787 -103,445 -4%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$28.2M 2,409,463 +514,327 +27%
Bank of America
4
Bank of America
North Carolina
$19.5M 1,661,596 +261,142 +19%
Wells Fargo
5
Wells Fargo
California
$16.2M 1,384,212 +66,227 +5%
LPL Financial
6
LPL Financial
California
$14.1M 1,201,926 -278,091 -19%
EWM
7
Edge Wealth Management
New York
$13.9M 1,182,193 +166,119 +16%
CIA
8
Capital Investment Advisors
Georgia
$12.9M 15,019,597 +13,944,449 +1,297%
Goldman Sachs
9
Goldman Sachs
New York
$12M 1,028,506 +278,256 +37%
JIP
10
Jaffetilchin Investment Partners
Florida
$11.4M 975,398 +85,060 +10%
BIA
11
Barry Investment Advisors
Massachusetts
$9.5M 811,042 +811,042 New
UBS Group
12
UBS Group
Switzerland
$8.15M 695,583 +695,583 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$6.28M 536,211 +11 +0%
NEIRG
14
New England Investment & Retirement Group
Massachusetts
$6.03M 514,903 +79,959 +18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.9M 504,185 +88,966 +21%
DAS
16
Dynamic Advisor Solutions
Arizona
$5.74M 489,762 +21,320 +5%
BlackRock
17
BlackRock
New York
$5.66M 482,909 -6,069 -1%
PAM
18
PVG Asset Management
Colorado
$4.93M 420,697 +420,697 New
Wellington Management Group
19
Wellington Management Group
Massachusetts
$4.56M 389,400 +389,400 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.17M 355,978 +81,944 +30%
TNBTD
21
Trustmark National Bank Trust Department
Mississippi
$4.02M 343,435 +52,588 +18%
AIG
22
American International Group
New York
$3.89M 332,148 +21,158 +7%
CHA
23
Cedar Hill Associates
Illinois
$3.88M 331,621 -18,915 -5%
TCB
24
Texas Capital Bancshares
Texas
$3.86M 329,176 -17,808 -5%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.76M 320,799 +30,690 +11%
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