iShares Mortgage Real Estate ETF
REM
146 hedge funds and large institutions have $341M invested in iShares Mortgage Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 62 reducing their positions, and 16 closing their positions.
450% more call options, than puts
Call options by funds: $19.2M | Put options by funds: $3.49M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
22% more capital invested
Capital invested by funds: $278M → $341M (+$62.3M)
4% more funds holding
Funds holding: 140 → 146 (+6)
0.88% more ownership
Funds ownership: 31.55% → 32.43% (+0.88%)
47% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$36.1M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
+$23.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.09M |
| 4 |
JP Morgan Chase
New York
|
+$3.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCP
NexWave Capital Partners
New York
|
-$7.07M |
| 2 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
-$6.26M |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$5.5M |
| 4 |
BlackRock
New York
|
-$4.77M |
| 5 |
CM
Caption Management
Oklahoma City,
Oklahoma
|
-$3.26M |
REM Hedge Fund Activity: Q3 2020 in Review
146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q3 2020, worth a combined $341M — up 22% from $278M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new REM positions and 16 closed out — a net gain of 8 holders — while 33 added to existing stakes and 62 trimmed.
The largest buyer was Citigroup, adding an estimated $36.1M. The largest seller was NexWave Capital Partners, cutting an estimated $7.07M.
- 146 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q3 2020, up from 140 in Q2 2020.
- Funds reported $341M of iShares Mortgage Real Estate ETF stock for Q3 2020, up 22% quarter-over-quarter.
- 24 funds opened new iShares Mortgage Real Estate ETF positions in Q3 2020 and 16 closed out, a net change of +8 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q3 2020 was Citigroup, an estimated $36.1M added.
- The largest iShares Mortgage Real Estate ETF seller in Q3 2020 was NexWave Capital Partners, an estimated $7.07M sold.
Based on aggregated 13F filings for Q3 2020.