iShares Mortgage Real Estate ETF
REM
148 hedge funds and large institutions have $367M invested in iShares Mortgage Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 27 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 44
7% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 27
3% less funds holding
Funds holding: 152 → 148 (-4)
4.47% less ownership
Funds ownership: 35.29% → 30.82% (-4.5%)
10% less capital invested
Capital invested by funds: $407M → $367M (-$40M)
13% less call options, than puts
Call options by funds: $6.6M | Put options by funds: $7.55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$28M |
| 2 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$5.42M |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$4.94M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$4.51M |
| 5 |
Man Group
London,
United Kingdom
|
+$4.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.9M |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$17.9M |
| 3 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$15.7M |
| 4 |
Morgan Stanley
New York
|
-$13.7M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$8.97M |
REM Hedge Fund Activity: Q1 2019 in Review
148 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q1 2019, worth a combined $367M — down 9.8% from $407M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of REM and 25 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 44 added.
The largest buyer was Bank of Montreal, adding an estimated $28M. The largest seller was Envestnet Asset Management, cutting an estimated $26.9M.
- 148 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q1 2019, down from 152 in Q4 2018.
- Funds reported $367M of iShares Mortgage Real Estate ETF stock for Q1 2019, down 9.8% quarter-over-quarter.
- 25 funds opened new iShares Mortgage Real Estate ETF positions in Q1 2019 and 27 closed out, a net change of -2 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q1 2019 was Bank of Montreal, an estimated $28M added.
- The largest iShares Mortgage Real Estate ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $26.9M sold.
Based on aggregated 13F filings for Q1 2019.