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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

136 hedge funds and large institutions have $520M invested in iShares Mortgage Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 19 closing their positions.

Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
3.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
12
Increased
50
Reduced
41
Closed
19
Calls
$904K
Puts
$4.41M
Net Calls
-$3.51M
Net Calls Change
+$5.81M

Top Buyers

1
FAM
1
Flaharty Asset Management
Florida
$8.41M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$21.6M
3
MLM
3
Mount Lucas Management
Pennsylvania
$4.16M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$8.29M
5
G
5
Gainplan
Michigan
$2.48M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$21.2M
2
BlackRock
2
BlackRock
New York
$52M
3
NCM
3
Niemann Capital Management
Nevada
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.22M
5
UCFA
5
United Capital Financial Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAC
1
Smith Affiliated Capital
New York
– – – –
BlackRock
2
BlackRock
New York
$52M 1,111,055 -569,738 -34%
Morgan Stanley
3
Morgan Stanley
New York
$27.7M 592,201 +7,398 +1%
AWMS
4
Advocacy Wealth Management Services
Georgia
$21.6M 460,547 +87,577 +23%
NSLI
5
Nan Shan Life Insurance
Taiwan
$21.2M 451,809 -694,352 -61%
Bank of America
6
Bank of America
North Carolina
$19.1M 406,798 +9,444 +2%
CHA
7
Cedar Hill Associates
Illinois
$16.1M 342,656 +17,420 +5%
LPL Financial
8
LPL Financial
California
$14.5M 308,862 -41,563 -12%
Wells Fargo
9
Wells Fargo
California
$13.3M 283,539 -22,276 -7%
CIA
10
Capital Investment Advisors
Georgia
$9.16M 195,503 -9,515 -5%
PAA
11
Peregrine Asset Advisers
Oregon
$8.73M 186,296 -1,742 -0.9%
FAM
12
Flaharty Asset Management
Florida
$8.41M 179,097 +178,930 +107,144%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$8.29M 176,895 +71,985 +69%
RWP
14
RWA Wealth Partners
Massachusetts
$8.02M 171,184 +3,954 +2%
UBS Group
15
UBS Group
Switzerland
$7.98M 170,335 +964 +0.6%
TNBTD
16
Trustmark National Bank Trust Department
Mississippi
$7.58M 161,855 -248 -0.2%
IFA
17
Interactive Financial Advisors
Illinois
$6.75M 144,134 +7,737 +6%
NR
18
Newfound Research
Massachusetts
$6.71M 143,144 +24,523 +21%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.22M 132,873 -219,435 -62%
RJA
20
Raymond James & Associates
Florida
$6.06M 129,353 -12,231 -9%
IA
21
IFP Advisors
Florida
$4.9M 104,612 +28,170 +37%
AG
22
Advisor Group
Arizona
$4.83M 103,123 -14,885 -13%
PI
23
Parkside Investments
Illinois
$4.68M 99,961 +4,781 +5%
TSS
24
Two Sigma Securities
New York
$4.64M 99,068 +43,859 +79%
CIM
25
Cambria Investment Management
California
$4.28M 91,281 +4,641 +5%
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