iShares Mortgage Real Estate ETF
REM
176 hedge funds and large institutions have $438M invested in iShares Mortgage Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 14 closing their positions.
229% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 14
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
29% more capital invested
Capital invested by funds: $341M → $438M (+$97.7M)
21% more funds holding
Funds holding: 146 → 176 (+30)
1.09% more ownership
Funds ownership: 32.43% → 33.52% (+1.1%)
19% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 52
22% less call options, than puts
Call options by funds: $3.54M | Put options by funds: $4.55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$5.5M |
| 2 |
Two Sigma Investments
New York
|
+$4.46M |
| 3 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$4.4M |
| 4 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$3.46M |
| 5 |
Two Sigma Advisers
New York
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$17.7M |
| 2 |
JP Morgan Chase
New York
|
-$5.65M |
| 3 |
Citigroup
New York
|
-$5.06M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.87M |
| 5 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$1.5M |
REM Hedge Fund Activity: Q4 2020 in Review
176 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q4 2020, worth a combined $438M — up 29% from $341M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new REM positions and 14 closed out — a net gain of 32 holders — while 42 added to existing stakes and 52 trimmed.
The largest buyer was Mount Lucas Management, adding an estimated $5.5M. The largest seller was BlackRock, cutting an estimated $17.7M.
- 176 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q4 2020, up from 146 in Q3 2020.
- Funds reported $438M of iShares Mortgage Real Estate ETF stock for Q4 2020, up 29% quarter-over-quarter.
- 46 funds opened new iShares Mortgage Real Estate ETF positions in Q4 2020 and 14 closed out, a net change of +32 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q4 2020 was Mount Lucas Management, an estimated $5.5M added.
- The largest iShares Mortgage Real Estate ETF seller in Q4 2020 was BlackRock, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2020.