iShares Mortgage Real Estate ETF
REM
136 hedge funds and large institutions have $520M invested in iShares Mortgage Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 19 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 41
4.5% less ownership
Funds ownership: 33.39% → 28.89% (-4.5%)
6% less funds holding
Funds holding: 144 → 136 (-8)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
14% less capital invested
Capital invested by funds: $604M → $520M (-$84M)
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
80% less call options, than puts
Call options by funds: $904K | Put options by funds: $4.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$8.36M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$4.09M |
| 3 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$3.38M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$3.36M |
| 5 |
G
Gainplan
Bloomfield Hills,
Michigan
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$32.5M |
| 2 |
BlackRock
New York
|
-$26.6M |
| 3 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$19M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.3M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$8.43M |
REM Hedge Fund Activity: Q3 2017 in Review
136 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q3 2017, worth a combined $520M — down 14% from $604M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of REM and 12 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 50 added.
The largest buyer was Flaharty Asset Management, adding an estimated $8.36M. The largest seller was Nan Shan Life Insurance, cutting an estimated $32.5M.
- 136 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q3 2017, down from 144 in Q2 2017.
- Funds reported $520M of iShares Mortgage Real Estate ETF stock for Q3 2017, down 14% quarter-over-quarter.
- 12 funds opened new iShares Mortgage Real Estate ETF positions in Q3 2017 and 19 closed out, a net change of -7 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q3 2017 was Flaharty Asset Management, an estimated $8.36M added.
- The largest iShares Mortgage Real Estate ETF seller in Q3 2017 was Nan Shan Life Insurance, an estimated $32.5M sold.
Based on aggregated 13F filings for Q3 2017.