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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

148 hedge funds and large institutions have $381M invested in iShares Mortgage Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
–
Holders Change %
0%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
20
Increased
60
Reduced
36
Closed
17
Calls
$4.3M
Puts
$9.04M
Net Calls
-$4.74M
Net Calls Change
-$3.79M

Top Buyers

1
SWM
Sanctuary Wealth Management
Idaho
+$8.5M
2
EWM
Edge Wealth Management
New York
+$4.87M
3
Bank of America
Bank of America
North Carolina
+$2.97M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.17M
5
BlackRock
BlackRock
New York
+$1.83M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$13.4M
2
CIM
Cambria Investment Management
California
-$6.36M
3
Two Sigma Investments
Two Sigma Investments
New York
-$3.67M
4
NR
Newfound Research
Massachusetts
-$2.44M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$47.8M +$1.83M +43,303 +4%
NSLI
2
Nan Shan Life Insurance
Taiwan
$43M – – –
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$29.6M +$2.17M +51,410 +8%
AWMS
4
Advocacy Wealth Management Services
Georgia
$22.5M +$309K +7,325 +1%
Morgan Stanley
5
Morgan Stanley
New York
$16.5M +$4.43K +105 +0%
EWM
6
Edge Wealth Management
New York
$16.1M +$4.87M +115,107 +43%
TNBTD
7
Trustmark National Bank Trust Department
Mississippi
$13.1M +$916K +21,720 +8%
Bank of America
8
Bank of America
North Carolina
$13M +$2.97M +70,324 +30%
FAM
9
Flaharty Asset Management
Florida
$10.8M +$24.9K +591 +0.2%
Wells Fargo
10
Wells Fargo
California
$10.7M -$559K -13,259 -5%
LPL Financial
11
LPL Financial
California
$9.73M +$17.7K +419 +0.2%
UBS Group
12
UBS Group
Switzerland
$8.85M -$995K -23,592 -10%
SWM
13
Sanctuary Wealth Management
Idaho
$8.84M +$8.5M +201,447 +2,506%
CIA
14
Capital Investment Advisors
Georgia
$7.09M +$158K +3,744 +2%
NAM
15
NorthCoast Asset Management
Connecticut
$7.02M +$201K +4,755 +3%
MLM
16
Mount Lucas Management
Pennsylvania
$6M -$460K -10,906 -7%
Mariner
17
Mariner
Kansas
$5.92M +$1.49M +35,431 +34%
Man Group
18
Man Group
United Kingdom
$5.27M +$65.1K +1,543 +1%
PCP
19
Proficio Capital Partners
Massachusetts
$4.94M +$89.2K +2,115 +2%
DF
20
Donoghue Forlines
Massachusetts
$4.79M -$83.8K -1,986 -2%
AG
21
Advisor Group
Arizona
$3.09M +$112K +2,657 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.08M +$788K +18,689 +34%
Citadel Advisors
23
Citadel Advisors
Florida
$3.07M -$270K -6,411 -8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.01M +$369K +8,750 +14%
CAN
25
Cetera Advisor Networks
California
$3.01M +$257K +6,099 +9%
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