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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

149 hedge funds and large institutions have $386M invested in iShares Mortgage Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
149
Holders Change
+13
Holders Change %
+9.56%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
57
Reduced
36
Closed
12
Calls
$2.76M
Puts
$8.65M
Net Calls
-$5.89M
Net Calls Change
-$3.91M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.8M
2
DF
2
Donoghue Forlines
Massachusetts
$5.74M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$41.3M
4
CIM
4
Cambria Investment Management
California
$4.36M
5
NAM
5
NorthCoast Asset Management
Connecticut
$4.06M

Top Sellers

1
NR
1
Newfound Research
Massachusetts
$8.19M
2
BlackRock
2
BlackRock
New York
$47.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$904K
4
TRCT
4
Tower Research Capital (TRC)
New York
$198K
5
BCM
5
BlueCrest Capital Management
Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$47.6M 1,093,017 -40,484 -4%
NSLI
2
Nan Shan Life Insurance
Taiwan
$41.3M 948,081 +130,550 +16%
Morgan Stanley
3
Morgan Stanley
New York
$30.4M 697,210 +28,884 +4%
AWMS
4
Advocacy Wealth Management Services
Georgia
$28M 643,518 +29,181 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M 430,585 +303,183 +238%
Bank of America
6
Bank of America
North Carolina
$18.1M 414,991 +9,947 +2%
Wells Fargo
7
Wells Fargo
California
$12.5M 286,340 +15,478 +6%
EWM
8
Edge Wealth Management
New York
$11.7M 268,476 +31,607 +13%
FAM
9
Flaharty Asset Management
Florida
$10.4M 240,330 +11,521 +5%
IA
10
IFP Advisors
Florida
$10.3M 235,883 +55,224 +31%
LPL Financial
11
LPL Financial
California
$8.95M 205,514 -7,867 -4%
NR
12
Newfound Research
Massachusetts
$8.19M 187,917 -53,829 -22%
TNBTD
13
Trustmark National Bank Trust Department
Mississippi
$7.93M 182,077 +3,229 +2%
CIA
14
Capital Investment Advisors
Georgia
$7.59M 174,199 -4,763 -3%
MLM
15
Mount Lucas Management
Pennsylvania
$7.26M 166,600 -7,307 -4%
Man Group
16
Man Group
United Kingdom
$7.13M 163,606 -1,394 -0.8%
RJA
17
Raymond James & Associates
Florida
$6.18M 141,822 +15,533 +12%
DF
18
Donoghue Forlines
Massachusetts
$5.74M 131,766 +131,766 New
UBS Group
19
UBS Group
Switzerland
$5.4M 123,936 -5,820 -4%
CIM
20
Cambria Investment Management
California
$4.36M 100,000 +100,000 New
NAM
21
NorthCoast Asset Management
Connecticut
$4.06M 93,112 +93,112 New
AG
22
Advisor Group
Arizona
$3.98M 91,426 +21,441 +31%
PWM
23
Patriot Wealth Management
Texas
$3.7M 84,951 +12,740 +18%
AllianceBernstein
24
AllianceBernstein
Tennessee
$3.13M 71,795 -9,560 -12%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.03M 69,522 +52,997 +321%
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