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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

119 hedge funds and large institutions have $568M invested in iShares Mortgage Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 23 closing their positions.

Holders
119
Holders Change
-12
Holders Change %
-9.16%
% of All Funds
2.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
17
Increased
41
Reduced
36
Closed
23
Calls
$3.27M
Puts
$10.5M
Net Calls
-$7.25M
Net Calls Change
+$6.12M

Top Buyers

1
BlackRock
1
BlackRock
New York
$57.1M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$34.9M
3
RWP
3
RWA Wealth Partners
Massachusetts
$7.17M
4
Stifel Financial
4
Stifel Financial
Missouri
$8.42M
5
FAM
5
Flaharty Asset Management
Florida
$6.54M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.75M
2
Bank of America
2
Bank of America
North Carolina
$23.8M
3
Wells Fargo
3
Wells Fargo
California
$21.3M
4
SCI
4
Stableford Capital II
Arizona
$0
5
CHA
5
Cedar Hill Associates
Illinois
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SAC
1
Smith Affiliated Capital
New York
– – – –
Morgan Stanley
2
Morgan Stanley
New York
$76.6M 1,690,420 +40,480 +2%
BlackRock
3
BlackRock
New York
$57.1M 1,261,332 +883,984 +234%
NSLI
4
Nan Shan Life Insurance
Taiwan
$34.9M 770,956 +644,799 +511%
Bank of America
5
Bank of America
North Carolina
$23.8M 526,348 -152,843 -23%
Wells Fargo
6
Wells Fargo
California
$21.3M 469,282 -125,555 -21%
LPL Financial
7
LPL Financial
California
$17.6M 388,127 +77 +0%
AWMS
8
Advocacy Wealth Management Services
Georgia
$15.8M 349,223 +86,694 +33%
CHA
9
Cedar Hill Associates
Illinois
$13.2M 292,503 -95,481 -25%
CIA
10
Capital Investment Advisors
Georgia
$9.34M 206,240 -14,109 -6%
Stifel Financial
11
Stifel Financial
Missouri
$8.42M 185,985 +145,634 +361%
UBS Group
12
UBS Group
Switzerland
$7.61M 168,070 +4,701 +3%
RWP
13
RWA Wealth Partners
Massachusetts
$7.17M 158,368 +158,368 New
TNBTD
14
Trustmark National Bank Trust Department
Mississippi
$6.94M 153,304 +87,809 +134%
FAM
15
Flaharty Asset Management
Florida
$6.54M 144,083 +144,083 New
IFA
16
Interactive Financial Advisors
Illinois
$6.46M 142,571 +1,952 +1%
RJA
17
Raymond James & Associates
Florida
$6.24M 137,685 -45,944 -25%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.04M 133,340 -2,002 -1%
NR
19
Newfound Research
Massachusetts
$5.91M 130,424 -16,641 -11%
AG
20
Advisor Group
Arizona
$5.02M 110,894 +6,935 +7%
SG Americas Securities
21
SG Americas Securities
New York
$4.78M 105,617 +67,481 +177%
PI
22
Parkside Investments
Illinois
$4.46M 98,476 +98,476 New
PAA
23
Peregrine Asset Advisers
Oregon
$3.93M 86,687 +2,339 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.75M 82,862 -158,836 -66%
G
25
Gainplan
Michigan
$3.69M 81,522 +81,522 New
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