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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

142 hedge funds and large institutions have $186M invested in iShares Mortgage Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-32
Holders Change %
-18.39%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
32
Increased
52
Reduced
37
Closed
60
Calls
$4.98M
Puts
$4.86M
Net Calls
+$127K
Net Calls Change
+$2.51M

Top Buyers

1
ECM
Evergreen Capital Management
Washington
+$10.5M
2
Morgan Stanley
Morgan Stanley
New York
+$8.61M
3
NCP
NexWave Capital Partners
New York
+$6.6M
4
HKAM
Horizon Kinetics Asset Management
New York
+$4.79M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$3.98M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
-$29M
2
MLM
Mount Lucas Management
Pennsylvania
-$7.11M
3
Man Group
Man Group
United Kingdom
-$6.64M
4
American Century Companies
American Century Companies
Missouri
-$6.38M
5
IA
IFP Advisors
Florida
-$6.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$23.4M -$3.24M -173,328 -12%
Morgan Stanley
2
Morgan Stanley
New York
$17.8M +$8.61M +460,651 +94%
ECM
3
Evergreen Capital Management
Washington
$10.5M +$10.5M +562,479 New
Wells Fargo
4
Wells Fargo
California
$7.28M +$1.08M +57,978 +17%
Bank of America
5
Bank of America
North Carolina
$7.17M -$129K -6,913 -2%
TNBTD
6
Trustmark National Bank Trust Department
Mississippi
$6.81M +$635K +33,968 +10%
NCP
7
NexWave Capital Partners
New York
$6.6M +$6.6M +353,001 New
FAM
8
Flaharty Asset Management
Florida
$5.63M +$261K +13,950 +5%
LPL Financial
9
LPL Financial
California
$5.23M -$2.37M -126,800 -31%
HKAM
10
Horizon Kinetics Asset Management
New York
$4.79M +$4.79M +255,928 New
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$4.77M +$3.98M +212,722 +503%
NAM
12
NorthCoast Asset Management
Connecticut
$4.7M +$659K +35,228 +16%
UBS Group
13
UBS Group
Switzerland
$4.4M -$1M -53,623 -19%
PCP
14
Proficio Capital Partners
Massachusetts
$4.37M +$233K +11,870 +6%
Mariner
15
Mariner
Kansas
$3.85M +$394K +21,059 +11%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.46M +$1.74M +93,061 +101%
TI
17
Trexquant Investment
Connecticut
$3.17M +$3.17M +169,635 New
Ameriprise
18
Ameriprise
Minnesota
$3.08M +$1.69M +90,573 +121%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$2.92M +$2.92M +156,271 New
CIA
20
Capital Investment Advisors
Georgia
$2.92M -$77.2K -4,129 -3%
FI
21
FormulaFolio Investments
Michigan
$2.91M +$1.11M +59,275 +62%
Citadel Advisors
22
Citadel Advisors
Florida
$2.86M +$1.8M +96,476 +171%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.76M +$2.76M +162,960 New
IFA
24
Interactive Financial Advisors
Illinois
$2.73M +$88.9K +4,751 +3%
LSA
25
Lion Street Advisors
Texas
$2.14M +$603K +32,238 +39%
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