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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

145 hedge funds and large institutions have $351M invested in iShares Mortgage Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 23 closing their positions.

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
57
Reduced
37
Closed
23
Calls
$2.82M
Puts
$4.45M
Net Calls
-$1.64M
Net Calls Change
+$3.1M

Top Buyers

1
IA
1
IFP Advisors
Florida
$13.2M
2
BlackRock
2
BlackRock
New York
$58.4M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$4.92M
4
American Century Companies
4
American Century Companies
Missouri
$3.79M
5
FI
5
FormulaFolio Investments
Michigan
$2.19M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$27.5M
3
EWM
3
Edge Wealth Management
New York
$4.88M
4
SWM
4
Sanctuary Wealth Management
Idaho
$360K
5
MLM
5
Mount Lucas Management
Pennsylvania
$3.11M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$58.4M 1,385,800 +252,583 +22%
NSLI
2
Nan Shan Life Insurance
Taiwan
$27.5M 652,014 -367,473 -36%
AWMS
3
Advocacy Wealth Management Services
Georgia
$20.8M 493,875 -39,712 -7%
Morgan Stanley
4
Morgan Stanley
New York
$16.1M 382,640 -9,015 -2%
Bank of America
5
Bank of America
North Carolina
$13.9M 330,944 +23,105 +8%
TNBTD
6
Trustmark National Bank Trust Department
Mississippi
$13.5M 320,418 +10,684 +3%
IA
7
IFP Advisors
Florida
$13.2M 314,932 +314,932 New
FAM
8
Flaharty Asset Management
Florida
$11.7M 276,781 +20,663 +8%
Wells Fargo
9
Wells Fargo
California
$11.6M 276,136 +22,590 +9%
LPL Financial
10
LPL Financial
California
$10.6M 250,998 +20,227 +9%
UBS Group
11
UBS Group
Switzerland
$9.3M 220,654 +10,757 +5%
NAM
12
NorthCoast Asset Management
Connecticut
$7.84M 186,017 +19,837 +12%
Mariner
13
Mariner
Kansas
$7.45M 176,782 +36,332 +26%
CIA
14
Capital Investment Advisors
Georgia
$6.94M 164,637 -3,512 -2%
PCP
15
Proficio Capital Partners
Massachusetts
$5.6M 133,025 +15,865 +14%
CWG
16
Cornerstone Wealth Group
North Carolina
$4.92M 116,684 +116,684 New
EWM
17
Edge Wealth Management
New York
$4.88M 115,837 -265,956 -70%
DF
18
Donoghue Forlines
Massachusetts
$4.64M 110,123 -3,388 -3%
Man Group
19
Man Group
United Kingdom
$4.21M 99,914 -25,126 -20%
American Century Companies
20
American Century Companies
Missouri
$3.79M 90,000 +90,000 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.53M 83,886 +10,736 +15%
CAN
22
Cetera Advisor Networks
California
$3.49M 82,833 +11,457 +16%
Citadel Advisors
23
Citadel Advisors
Florida
$3.43M 81,492 +8,627 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.14M 74,547 +3,085 +4%
MLM
25
Mount Lucas Management
Pennsylvania
$3.11M 73,892 -68,322 -48%
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