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iShares Mortgage Real Estate ETF
REM

174 hedge funds and large institutions have $429M invested in iShares Mortgage Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

115% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 34

22% more capital invested

Capital invested by funds: $351M → $429M (+$78.1M)

20% more funds holding

Funds holding: 145 → 174 (+29)

3.01% more ownership

Funds ownership: 27.03% → 30.05% (+3%)

52% less call options, than puts

Call options by funds: $2.22M | Put options by funds: $4.6M

Holders
174
Holders Change
+29
Holders Change %
+20%
% of All Funds
3.43%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
41
Increased
73
Reduced
34
Closed
11
Calls
$2.22M
Puts
$4.6M
Net Calls
-$2.38M
Net Calls Change
-$746K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.74M
2
IFA
Interactive Financial Advisors
Illinois
+$6.11M
3
Morgan Stanley
Morgan Stanley
New York
+$4.6M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.09M
5
MLM
Mount Lucas Management
Pennsylvania
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
-$21.2M
2
CWG
Cornerstone Wealth Group
North Carolina
-$1.43M
3
IA
IFP Advisors
Florida
-$1.4M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.21M
5
HT
HAP Trading
New York
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
$1.64M +$43.5K +1,004 +3%
SAS
52
Sage Advisory Services
Texas
$1.55M +$57.7K +1,333 +4%
TA
53
TCG Advisors
Texas
$1.55M +$153K +3,528 +11%
Millennium Management
54
Millennium Management
New York
$1.46M +$1.42M +32,862 New
IC
55
IEQ Capital
California
$1.41M +$1.37M +31,551 New
RT
56
Rockland Trust
Massachusetts
$1.37M +$71.9K +1,661 +6%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$1.26M +$50.2K +1,159 +4%
VI
58
Vestcor Inc
New Brunswick, Canada
$1.14M +$1.1M +25,500 New
CCA
59
Catalyst Capital Advisors
New York
$1.09M +$329K +7,600 +45%
JP Morgan Chase
60
JP Morgan Chase
New York
$1.08M +$16.4K +379 +2%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.08M +$1.05M +24,322 New
VF
62
Virtu Financial
New York
$1.06M +$1.03M +23,751 New
Goldman Sachs
63
Goldman Sachs
New York
$1.03M +$205K +4,735 +26%
Truist Financial
64
Truist Financial
North Carolina
$912K +$650K +15,000 +274%
RIA
65
Regal Investment Advisors
Michigan
$907K -$150K -3,469 -15%
QCIG
66
Quad-Cities Investment Group
Iowa
$876K +$20K +462 +2%
LA
67
LexAurum Advisors
Kansas
$861K +$20K +462 +2%
BWM
68
BerganKDV Wealth Management
Minnesota
$838K +$275K +6,343 +51%
PAS
69
Park Avenue Securities
New York
$830K +$807K +18,631 New
SCA
70
SMH Capital Advisors
Texas
$763K +$130 +3 +0%
Creative Planning
71
Creative Planning
Kansas
$727K +$120K +2,773 +20%
JPLA
72
Joseph P. Lucia & Associates
New York
$700K +$132K +3,045 +24%
FAAS
73
First Allied Advisory Services
California
$697K -$6.11K -141 -0.9%
BWA
74
Beam Wealth Advisors
Louisiana
$680K +$661K +15,262 New
HighTower Advisors
75
HighTower Advisors
Illinois
$672K +$656K +15,150 New
1 2
3
4 5

REM Hedge Fund Activity: Q4 2019 in Review

174 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q4 2019, worth a combined $429M — up 22% from $351M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new REM positions and 11 closed out — a net gain of 30 holders — while 73 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.74M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $21.2M.

  • 174 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q4 2019, up from 145 in Q3 2019.
  • Funds reported $429M of iShares Mortgage Real Estate ETF stock for Q4 2019, up 22% quarter-over-quarter.
  • 41 funds opened new iShares Mortgage Real Estate ETF positions in Q4 2019 and 11 closed out, a net change of +30 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q4 2019 was LPL Financial, an estimated $6.74M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q4 2019 was Advocacy Wealth Management Services, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2019.