iShares Mortgage Real Estate ETF
REM
168 hedge funds and large institutions have $547M invested in iShares Mortgage Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 23 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 51
1.62% more ownership
Funds ownership: 35.25% → 36.87% (+1.6%)
2% less capital invested
Capital invested by funds: $557M → $547M (-$10.1M)
7% less funds holding
Funds holding: 180 → 168 (-12)
22% less call options, than puts
Call options by funds: $4.5M | Put options by funds: $5.73M
43% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 23
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$16.5M |
| 2 |
JP Morgan Chase
New York
|
+$9.25M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
+$6.43M |
| 4 |
Citigroup
New York
|
+$6.11M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$3.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
-$8.67M |
| 2 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$7.85M |
| 3 |
Two Sigma Investments
New York
|
-$6.48M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.27M |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$4.41M |
REM Hedge Fund Activity: Q3 2021 in Review
168 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q3 2021, worth a combined $547M — down 1.8% from $557M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of REM and 13 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 59 added.
The largest buyer was Bank of America, adding an estimated $16.5M. The largest seller was Two Sigma Advisers, cutting an estimated $8.67M.
- 168 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q3 2021, down from 180 in Q2 2021.
- Funds reported $547M of iShares Mortgage Real Estate ETF stock for Q3 2021, down 1.8% quarter-over-quarter.
- 13 funds opened new iShares Mortgage Real Estate ETF positions in Q3 2021 and 23 closed out, a net change of -10 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q3 2021 was Bank of America, an estimated $16.5M added.
- The largest iShares Mortgage Real Estate ETF seller in Q3 2021 was Two Sigma Advisers, an estimated $8.67M sold.
Based on aggregated 13F filings for Q3 2021.