iShares Mortgage Real Estate ETF
REM
180 hedge funds and large institutions have $557M invested in iShares Mortgage Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 22 closing their positions.
8% more capital invested
Capital invested by funds: $518M → $557M (+$39.6M)
1% more funds holding
Funds holding: 178 → 180 (+2)
9% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 22
0.72% more ownership
Funds ownership: 34.52% → 35.25% (+0.72%)
0% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 61
22% less call options, than puts
Call options by funds: $4.7M | Put options by funds: $6.01M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.85M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$7.07M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.27M |
| 4 |
AWS
AJ Wealth Strategies
New York
|
+$4.56M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$9.06M |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$7.31M |
| 3 |
BlackRock
New York
|
-$5.33M |
| 4 |
SG Americas Securities
New York
|
-$4.61M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$3.33M |
REM Hedge Fund Activity: Q2 2021 in Review
180 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q2 2021, worth a combined $557M — up 7.6% from $518M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new REM positions and 22 closed out — a net gain of 2 holders — while 61 added to existing stakes and 61 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $7.85M. The largest seller was Sugarloaf Wealth Management, cutting an estimated $9.06M.
- 180 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q2 2021, up from 178 in Q1 2021.
- Funds reported $557M of iShares Mortgage Real Estate ETF stock for Q2 2021, up 7.6% quarter-over-quarter.
- 24 funds opened new iShares Mortgage Real Estate ETF positions in Q2 2021 and 22 closed out, a net change of +2 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $7.85M added.
- The largest iShares Mortgage Real Estate ETF seller in Q2 2021 was Sugarloaf Wealth Management, an estimated $9.06M sold.
Based on aggregated 13F filings for Q2 2021.