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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

145 hedge funds and large institutions have $296M invested in iShares Mortgage Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 14 closing their positions.

Holders
145
Holders Change
+41
Holders Change %
+39.42%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
56
Increased
44
Reduced
22
Closed
14
Calls
$1.13M
Puts
$5.98M
Net Calls
-$4.85M
Net Calls Change
-$4.61M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
Bank of America
2
Bank of America
North Carolina
$21.8M
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
RJA
4
Raymond James & Associates
Florida
$7.46M
5
UBS Group
5
UBS Group
Switzerland
$10.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$5.09M
2
MIG
2
Mariner Investment Group
New York
$0
3
AIG
3
American International Group
New York
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.7M 2,695,184 +1,369,123 +103%
Wells Fargo
2
Wells Fargo
California
$22.7M 2,217,249 +1,023,547 +86%
BFA
3
BlackRock Fund Advisors
California
$22.7M 2,216,985 -96,225 -4%
Bank of America
4
Bank of America
North Carolina
$21.8M 2,128,458 +1,034,876 +95%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$11M 1,076,082 – –
BlackRock
6
BlackRock
New York
$10.9M 1,064,444 +450,197 +73%
CIA
7
Capital Investment Advisors
Georgia
$10.6M 1,036,727 -29,627 -3%
UBS Group
8
UBS Group
Switzerland
$10.5M 1,026,342 +522,307 +104%
LPL Financial
9
LPL Financial
California
$9.91M 967,853 -22,446 -2%
CHA
10
Cedar Hill Associates
Illinois
$9.17M 893,347 +316,700 +55%
AWMS
11
Advocacy Wealth Management Services
Georgia
$7.78M 758,565 +230,896 +44%
RJA
12
Raymond James & Associates
Florida
$7.46M 727,420 +643,055 +762%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.77M 660,069 +35,098 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.15M 599,190 +207,266 +53%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$5.09M 496,072 -461,080 -48%
Ameriprise
16
Ameriprise
Minnesota
$4.97M 484,347 +444,594 +1,118%
IFA
17
Interactive Financial Advisors
Illinois
$4.91M 478,048 +478,048 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.48M 436,442 +388,318 +807%
AG
19
Advisor Group
Arizona
$4.39M 427,532 +427,532 New
MCM
20
Moore Capital Management
New York
$4.1M 400,000 +400,000 New
RP
21
Raiff Partners
New York
$3.75M 365,000 +365,000 New
PAA
22
Peregrine Asset Advisers
Oregon
$3.37M 328,442 +328,442 New
Stifel Financial
23
Stifel Financial
Missouri
$3.33M 324,643 +310,534 +2,201%
TNBTD
24
Trustmark National Bank Trust Department
Mississippi
$3.17M 308,597 -25,744 -8%
IA
25
IFP Advisors
Florida
$2.65M 258,223 +252,464 +4,384%
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