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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

149 hedge funds and large institutions have $488M invested in iShares Mortgage Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 20 closing their positions.

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
26
Increased
55
Reduced
39
Closed
20
Calls
$373K
Puts
$12M
Net Calls
-$11.6M
Net Calls Change
-$6.73M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$39.8M
2
Bank of America
2
Bank of America
North Carolina
$33.1M
3
BWM
3
Braver Wealth Management
Massachusetts
$6.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.3M
5
CHA
5
Cedar Hill Associates
Illinois
$15.2M

Top Sellers

1
SMH
1
Sanders Morris Harris
Texas
$956K
2
MCM
2
Moore Capital Management
New York
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.79M
4
ACM
4
Avalon Capital Management
California
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAC
1
Smith Affiliated Capital
New York
– – – –
BFA
2
BlackRock Fund Advisors
California
$39.8M 3,788,381 +1,571,396 +71%
Morgan Stanley
3
Morgan Stanley
New York
$34.3M 3,266,594 +571,410 +21%
Bank of America
4
Bank of America
North Carolina
$33.1M 3,150,942 +1,022,484 +48%
Wells Fargo
5
Wells Fargo
California
$24M 2,283,895 +66,646 +3%
CHA
6
Cedar Hill Associates
Illinois
$15.2M 1,445,097 +551,750 +62%
LPL Financial
7
LPL Financial
California
$14.6M 1,435,992 +468,139 +48%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$11.3M 1,076,082 – –
BlackRock
9
BlackRock
New York
$11.3M 1,070,964 +6,520 +0.6%
AWMS
10
Advocacy Wealth Management Services
Georgia
$10.3M 981,797 +223,232 +29%
UBS Group
11
UBS Group
Switzerland
$10.2M 970,233 -56,109 -5%
CIA
12
Capital Investment Advisors
Georgia
$10.1M 959,202 -77,525 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.46M 900,058 +300,868 +50%
BWM
14
Braver Wealth Management
Massachusetts
$6.76M 642,769 +642,769 New
RJA
15
Raymond James & Associates
Florida
$6.59M 626,985 -100,435 -14%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.02M 572,340 -87,729 -13%
IFA
17
Interactive Financial Advisors
Illinois
$5.45M 518,764 +40,716 +9%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$5.4M 514,124 +18,052 +4%
Ameriprise
19
Ameriprise
Minnesota
$5.4M 514,116 +29,769 +6%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$4.22M 401,209 +401,209 New
AG
21
Advisor Group
Arizona
$4.17M 396,941 -30,591 -7%
NR
22
Newfound Research
Massachusetts
$3.81M 362,845 +143,916 +66%
Stifel Financial
23
Stifel Financial
Missouri
$3.63M 344,919 +20,276 +6%
PAA
24
Peregrine Asset Advisers
Oregon
$3.59M 341,642 +13,200 +4%
RP
25
Raiff Partners
New York
$3.15M 300,000 -65,000 -18%
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