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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

144 hedge funds and large institutions have $604M invested in iShares Mortgage Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
144
Holders Change
+25
Holders Change %
+21.01%
% of All Funds
3.6%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
34
Increased
50
Reduced
34
Closed
9
Calls
$677K
Puts
$10M
Net Calls
-$9.32M
Net Calls Change
-$2.07M

Top Buyers

1
BlackRock
1
BlackRock
New York
$78M
2
NCM
2
Niemann Capital Management
Nevada
$19M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$53.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.3M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.1M
2
Wells Fargo
2
Wells Fargo
California
$14.2M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.17M
4
FAM
4
Flaharty Asset Management
Florida
$7.7K
5
Bank of America
5
Bank of America
North Carolina
$18.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SAC
1
Smith Affiliated Capital
New York
– – – –
BlackRock
2
BlackRock
New York
$78M 1,680,793 +419,461 +33%
NSLI
3
Nan Shan Life Insurance
Taiwan
$53.2M 1,146,161 +375,205 +49%
Morgan Stanley
4
Morgan Stanley
New York
$27.1M 584,803 -1,105,617 -65%
NCM
5
Niemann Capital Management
Nevada
$19M 410,510 +410,510 New
Bank of America
6
Bank of America
North Carolina
$18.4M 397,354 -128,994 -25%
AWMS
7
Advocacy Wealth Management Services
Georgia
$17.3M 372,970 +23,747 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$16.3M 352,308 +218,968 +164%
LPL Financial
9
LPL Financial
California
$16.3M 350,425 -37,702 -10%
CHA
10
Cedar Hill Associates
Illinois
$15.1M 325,236 +32,733 +11%
Wells Fargo
11
Wells Fargo
California
$14.2M 305,815 -163,467 -35%
CIA
12
Capital Investment Advisors
Georgia
$9.51M 205,018 -1,222 -0.6%
PAA
13
Peregrine Asset Advisers
Oregon
$8.72M 188,038 +101,351 +117%
UCFA
14
United Capital Financial Advisors
Texas
$8.43M 181,803 +181,803 New
UBS Group
15
UBS Group
Switzerland
$7.86M 169,371 +1,301 +0.8%
RWP
16
RWA Wealth Partners
Massachusetts
$7.76M 167,230 +8,862 +6%
TNBTD
17
Trustmark National Bank Trust Department
Mississippi
$7.52M 162,103 +8,799 +6%
RJA
18
Raymond James & Associates
Florida
$6.57M 141,584 +3,899 +3%
IFA
19
Interactive Financial Advisors
Illinois
$6.33M 136,397 -6,174 -4%
CS
20
Credit Suisse
Switzerland
$5.55M 119,697 +82,461 +221%
NR
21
Newfound Research
Massachusetts
$5.5M 118,621 -11,803 -9%
AG
22
Advisor Group
Arizona
$5.47M 118,008 +7,114 +6%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$4.87M 104,910 +26,787 +34%
PI
24
Parkside Investments
Illinois
$4.41M 95,180 -3,296 -3%
CIM
25
Cambria Investment Management
California
$4.02M 86,640 +18,564 +27%
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