iShares Mortgage Real Estate ETF
REM
109 hedge funds and large institutions have $507M invested in iShares Mortgage Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 16 closing their positions.
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
16% more capital invested
Capital invested by funds: $438M → $507M (+$68.7M)
14% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 36
6% more funds holding
Funds holding: 103 → 109 (+6)
0.04% less ownership
Funds ownership: 6.69% → 6.65% (-0.04%)
65% less call options, than puts
Call options by funds: $505K | Put options by funds: $1.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$13.1M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$9.06M |
| 3 |
BlackRock
New York
|
+$8.34M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$6.97M |
| 5 |
RP
Raiff Partners
New York
|
+$6.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$8.3M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.05M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.12M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.12M |
| 5 |
BB
Bell Bank
Fargo,
North Dakota
|
-$1.88M |
REM Hedge Fund Activity: Q1 2014 in Review
109 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q1 2014, worth a combined $507M — up 16% from $438M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new REM positions and 16 closed out — a net gain of 7 holders — while 41 added to existing stakes and 36 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $13.1M. The largest seller was UBS, cutting an estimated $8.3M.
- 109 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q1 2014, up from 103 in Q4 2013.
- Funds reported $507M of iShares Mortgage Real Estate ETF stock for Q1 2014, up 16% quarter-over-quarter.
- 23 funds opened new iShares Mortgage Real Estate ETF positions in Q1 2014 and 16 closed out, a net change of +7 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q1 2014 was Schroder Investment Management Group, an estimated $13.1M added.
- The largest iShares Mortgage Real Estate ETF seller in Q1 2014 was UBS, an estimated $8.3M sold.
Based on aggregated 13F filings for Q1 2014.