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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $279M invested in iShares Mortgage Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-11
Holders Change %
-7.97%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
16
Increased
35
Reduced
44
Closed
26
Calls
$3.22M
Puts
$4.23M
Net Calls
-$1.02M
Net Calls Change
-$255K

Top Buyers

1
NSLI
Nan Shan Life Insurance
Taiwan
+$15.5M
2
EWM
Edge Wealth Management
New York
+$9.92M
3
Morgan Stanley
Morgan Stanley
New York
+$6.9M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$3.78M
5
PWPCM
Perella Weinberg Partners Capital Management
New York
+$2.58M

Top Sellers

1
CHA
Cedar Hill Associates
Illinois
-$14.5M
2
BlackRock
BlackRock
New York
-$12.6M
3
PAA
Peregrine Asset Advisers
Oregon
-$7.84M
4
MLM
Mount Lucas Management
Pennsylvania
-$4.16M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$35.4M -$12.6M -295,931 -26%
NSLI
2
Nan Shan Life Insurance
Taiwan
$34.7M +$15.5M +365,722 +81%
Morgan Stanley
3
Morgan Stanley
New York
$29M +$6.9M +162,440 +31%
AWMS
4
Advocacy Wealth Management Services
Georgia
$25.1M +$1.44M +33,996 +6%
Bank of America
5
Bank of America
North Carolina
$16.9M +$1.06M +25,014 +7%
EWM
6
Edge Wealth Management
New York
$10.1M +$9.92M +233,517 +6,591%
LPL Financial
7
LPL Financial
California
$9.09M -$3.31M -77,995 -27%
FAM
8
Flaharty Asset Management
Florida
$8.75M +$778K +18,473 +10%
Wells Fargo
9
Wells Fargo
California
$8.54M -$3.29M -77,494 -28%
CIA
10
Capital Investment Advisors
Georgia
$7.97M -$157K -3,689 -2%
TNBTD
11
Trustmark National Bank Trust Department
Mississippi
$6.16M +$165K +3,876 +3%
RJA
12
Raymond James & Associates
Florida
$5.94M +$429K +10,089 +8%
IA
13
IFP Advisors
Florida
$5.88M – – –
UBS Group
14
UBS Group
Switzerland
$5.54M -$221K -5,204 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.16M -$250K -5,887 -5%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$3.78M +$3.78M +89,076 New
AllianceBernstein
17
AllianceBernstein
Tennessee
$3.46M +$324K +7,617 +10%
Citadel Advisors
18
Citadel Advisors
Florida
$3.11M +$1.34M +31,432 +75%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3M -$99.3K -2,338 -3%
PWPCM
20
Perella Weinberg Partners Capital Management
New York
$2.58M +$2.58M +60,738 New
PWM
21
Patriot Wealth Management
Texas
$2.53M +$255K +6,000 +11%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.52M -$2.44M -57,551 -49%
AG
23
Advisor Group
Arizona
$2.43M -$259K -6,090 -10%
AA
24
Advisory Alpha
Michigan
$2.31M -$702K -16,333 -23%
Citigroup
25
Citigroup
New York
$2.22M -$166K -3,919 -7%
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