iShares Mortgage Real Estate ETF
REM
111 hedge funds and large institutions have $341M invested in iShares Mortgage Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 16 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 29
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
2% more funds holding
Funds holding: 109 → 111 (+2)
0.22% less ownership
Funds ownership: 6.65% → 6.43% (-0.22%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
33% less capital invested
Capital invested by funds: $507M → $341M (-$166M)
83% less call options, than puts
Call options by funds: $375K | Put options by funds: $2.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$8.72M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.24M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.02M |
| 4 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$5.51M |
| 5 |
Morgan Stanley
New York
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
-$7.99M |
| 2 |
SG Americas Securities
New York
|
-$5.23M |
| 3 |
BlackRock
New York
|
-$4M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$3.6M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$3.04M |
REM Hedge Fund Activity: Q2 2014 in Review
111 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q2 2014, worth a combined $341M — down 33% from $507M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new REM positions and 16 closed out — a net gain of 2 holders — while 47 added to existing stakes and 29 trimmed.
The largest buyer was Wells Fargo, adding an estimated $8.72M. The largest seller was Comerica Bank, cutting an estimated $7.99M.
- 111 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q2 2014, up from 109 in Q1 2014.
- Funds reported $341M of iShares Mortgage Real Estate ETF stock for Q2 2014, down 33% quarter-over-quarter.
- 18 funds opened new iShares Mortgage Real Estate ETF positions in Q2 2014 and 16 closed out, a net change of +2 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q2 2014 was Wells Fargo, an estimated $8.72M added.
- The largest iShares Mortgage Real Estate ETF seller in Q2 2014 was Comerica Bank, an estimated $7.99M sold.
Based on aggregated 13F filings for Q2 2014.