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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

131 hedge funds and large institutions have $385M invested in iShares Mortgage Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 4 increasing their positions, 95 reducing their positions, and 45 closing their positions.

Holders
131
Holders Change
-18
Holders Change %
-12.08%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
31
Increased
4
Reduced
95
Closed
45
Calls
$3.04M
Puts
$16.4M
Net Calls
-$13.4M
Net Calls Change
-$1.8M

Top Buyers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$5.31M
2
SCI
2
Stableford Capital II
Arizona
$4.63M
3
FCAG
3
First Capital Advisors Group
New Jersey
$2.69M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$2.21M
5
QA
5
Quantitative Advantage
Minnesota
$1.74M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$40.3M
2
Bank of America
2
Bank of America
North Carolina
$28.6M
3
Wells Fargo
3
Wells Fargo
California
$25M
4
Morgan Stanley
4
Morgan Stanley
New York
$69.4M
5
LPL Financial
5
LPL Financial
California
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$69.4M 1,649,940 -1,616,654 -49%
BFA
2
BlackRock Fund Advisors
California
$40.3M 957,155 -2,831,226 -75%
Bank of America
3
Bank of America
North Carolina
$28.6M 679,191 -2,471,751 -78%
Wells Fargo
4
Wells Fargo
California
$25M 594,837 -1,689,058 -74%
LPL Financial
5
LPL Financial
California
$16.6M 388,050 -1,047,942 -73%
CHA
6
Cedar Hill Associates
Illinois
$16.3M 387,984 -1,057,113 -73%
BlackRock
7
BlackRock
New York
$15.9M 377,348 -693,616 -65%
AWMS
8
Advocacy Wealth Management Services
Georgia
$11M 262,529 -719,268 -73%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.2M 241,698 -658,360 -73%
CIA
10
Capital Investment Advisors
Georgia
$9.27M 220,349 -738,853 -77%
RJA
11
Raymond James & Associates
Florida
$7.72M 183,629 -443,356 -71%
UBS Group
12
UBS Group
Switzerland
$6.87M 163,369 -806,864 -83%
BWM
13
Braver Wealth Management
Massachusetts
$6.47M 153,748 -489,021 -76%
NR
14
Newfound Research
Massachusetts
$6.19M 147,065 -215,780 -59%
SAC
15
Smith Affiliated Capital
New York
– – – –
IFA
16
Interactive Financial Advisors
Illinois
$5.91M 140,619 -378,145 -73%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.69M 135,342 -436,998 -76%
NSLI
18
Nan Shan Life Insurance
Taiwan
$5.31M 126,157 +126,157 New
SCI
19
Stableford Capital II
Arizona
$4.63M 110,164 +110,164 New
AG
20
Advisor Group
Arizona
$4.37M 103,959 -292,982 -74%
BCM
21
Brookstone Capital Management
Illinois
$3.65M 86,737 -152,857 -64%
PAA
22
Peregrine Asset Advisers
Oregon
$3.55M 84,348 -257,294 -75%
Citigroup
23
Citigroup
New York
$2.94M 69,895 -175,115 -71%
Ameriprise
24
Ameriprise
Minnesota
$2.89M 68,667 -445,449 -87%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.82M 67,097 -198,619 -75%
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