iShares Mortgage Real Estate ETF
REM
119 hedge funds and large institutions have $568M invested in iShares Mortgage Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 23 closing their positions.
48% more capital invested
Capital invested by funds: $385M → $568M (+$183M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
14% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 36
2.37% more ownership
Funds ownership: 32.31% → 34.68% (+2.4%)
9% less funds holding
Funds holding: 131 → 119 (-12)
26% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 23
69% less call options, than puts
Call options by funds: $3.27M | Put options by funds: $10.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$38.9M |
| 2 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$28.4M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$6.97M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$6.41M |
| 5 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$6.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.99M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.73M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.53M |
| 4 |
SCI
Stableford Capital II
Scottsdale,
Arizona
|
-$4.63M |
| 5 |
CHA
Cedar Hill Associates
Chicago,
Illinois
|
-$4.2M |
REM Hedge Fund Activity: Q1 2017 in Review
119 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q1 2017, worth a combined $568M — up 48% from $385M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of REM and 17 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 41 added.
The largest buyer was BlackRock, adding an estimated $38.9M. The largest seller was Royal Bank of Canada, cutting an estimated $6.99M.
- 119 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q1 2017, down from 131 in Q4 2016.
- Funds reported $568M of iShares Mortgage Real Estate ETF stock for Q1 2017, up 48% quarter-over-quarter.
- 17 funds opened new iShares Mortgage Real Estate ETF positions in Q1 2017 and 23 closed out, a net change of -6 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q1 2017 was BlackRock, an estimated $38.9M added.
- The largest iShares Mortgage Real Estate ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $6.99M sold.
Based on aggregated 13F filings for Q1 2017.