iShares Mortgage Real Estate ETF
REM
178 hedge funds and large institutions have $518M invested in iShares Mortgage Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 24 closing their positions.
18% more capital invested
Capital invested by funds: $438M → $518M (+$79.6M)
17% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 24
16% more call options, than puts
Call options by funds: $6.28M | Put options by funds: $5.39M
1% more funds holding
Funds holding: 176 → 178 (+2)
1.01% more ownership
Funds ownership: 33.52% → 34.52% (+1%)
8% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 52
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$8.28M |
| 2 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
+$7.84M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.13M |
| 4 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$5.46M |
| 5 |
Morgan Stanley
New York
|
+$4.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$9.56M |
| 2 |
LSA
Lion Street Advisors
Austin,
Texas
|
-$4.73M |
| 3 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
-$4.33M |
| 4 |
SIM
SSI Investment Management
Los Angeles,
California
|
-$3.58M |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$2.16M |
REM Hedge Fund Activity: Q1 2021 in Review
178 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q1 2021, worth a combined $518M — up 18% from $438M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new REM positions and 24 closed out — a net gain of 4 holders — while 56 added to existing stakes and 52 trimmed.
The largest buyer was Sugarloaf Wealth Management, adding an estimated $8.28M. The largest seller was Citadel Advisors, cutting an estimated $9.56M.
- 178 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q1 2021, up from 176 in Q4 2020.
- Funds reported $518M of iShares Mortgage Real Estate ETF stock for Q1 2021, up 18% quarter-over-quarter.
- 28 funds opened new iShares Mortgage Real Estate ETF positions in Q1 2021 and 24 closed out, a net change of +4 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q1 2021 was Sugarloaf Wealth Management, an estimated $8.28M added.
- The largest iShares Mortgage Real Estate ETF seller in Q1 2021 was Citadel Advisors, an estimated $9.56M sold.
Based on aggregated 13F filings for Q1 2021.