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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

138 hedge funds and large institutions have $333M invested in iShares Mortgage Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 25 closing their positions.

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
3.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
27
Increased
32
Reduced
48
Closed
25
Calls
$3.37M
Puts
$4.13M
Net Calls
-$760K
Net Calls Change
+$2.75M

Top Buyers

1
AP
1
AHL Partners
United Kingdom
$7.44M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$25.2M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$3.33M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$3.12M
5
TH
5
Timber Hill
Connecticut
$2.9M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$0
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
NR
3
Newfound Research
Massachusetts
$3K
4
IFA
4
Interactive Financial Advisors
Illinois
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$51M 1,128,763 +17,708 +2%
AWMS
2
Advocacy Wealth Management Services
Georgia
$25.2M 557,459 +96,912 +21%
Morgan Stanley
3
Morgan Stanley
New York
$23.5M 520,474 -71,727 -12%
NSLI
4
Nan Shan Life Insurance
Taiwan
$20.4M 451,809 – –
Bank of America
5
Bank of America
North Carolina
$16.8M 372,296 -34,502 -8%
CHA
6
Cedar Hill Associates
Illinois
$14.5M 319,751 -22,905 -7%
LPL Financial
7
LPL Financial
California
$13.2M 291,883 -16,979 -5%
Wells Fargo
8
Wells Fargo
California
$12.6M 278,491 -5,048 -2%
CIA
9
Capital Investment Advisors
Georgia
$8.65M 191,324 -4,179 -2%
FAM
10
Flaharty Asset Management
Florida
$8.44M 189,204 +10,107 +6%
PAA
11
Peregrine Asset Advisers
Oregon
$7.84M 173,453 -12,843 -7%
AP
12
AHL Partners
United Kingdom
$7.44M 164,679 +164,679 New
TNBTD
13
Trustmark National Bank Trust Department
Mississippi
$6.38M 141,195 -20,660 -13%
UBS Group
14
UBS Group
Switzerland
$6.13M 135,643 -34,692 -20%
IA
15
IFP Advisors
Florida
$5.88M 129,974 +25,362 +24%
RJA
16
Raymond James & Associates
Florida
$5.86M 129,698 +345 +0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.75M 127,294 -5,579 -4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$5.29M 116,968 +26,737 +30%
MLM
19
Mount Lucas Management
Pennsylvania
$4.16M 91,944 +3,125 +4%
AllianceBernstein
20
AllianceBernstein
Tennessee
$3.33M 73,738 -450 -0.6%
Allianz Asset Management
21
Allianz Asset Management
Germany
$3.33M 73,580 +73,580 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.29M 72,850 +61 +0.1%
PCIA
23
Prime Capital Investment Advisors
Kansas
$3.12M 69,057 +69,057 New
AA
24
Advisory Alpha
Michigan
$2.98M 69,981 +66,720 +2,046%
TH
25
Timber Hill
Connecticut
$2.9M 64,103 +64,103 New
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