iShares Mortgage Real Estate ETF
REM
140 hedge funds and large institutions have $278M invested in iShares Mortgage Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 30 closing their positions.
49% more capital invested
Capital invested by funds: $186M → $278M (+$91.8M)
21% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 38
16% more call options, than puts
Call options by funds: $13.2M | Put options by funds: $11.3M
0.5% more ownership
Funds ownership: 31.05% → 31.55% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 30
2% less funds holding
Funds holding: 143 → 140 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$35.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.86M |
| 3 |
SWM
Segment Wealth Management
Houston,
Texas
|
+$4.1M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.96M |
| 5 |
SIM
SSI Investment Management
Los Angeles,
California
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$7.35M |
| 2 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$6.45M |
| 3 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$4.79M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$3.88M |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$3.17M |
REM Hedge Fund Activity: Q2 2020 in Review
140 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q2 2020, worth a combined $278M — up 49% from $186M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of REM and 28 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 46 added.
The largest buyer was Citigroup, adding an estimated $35.7M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $7.35M.
- 140 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q2 2020, down from 143 in Q1 2020.
- Funds reported $278M of iShares Mortgage Real Estate ETF stock for Q2 2020, up 49% quarter-over-quarter.
- 28 funds opened new iShares Mortgage Real Estate ETF positions in Q2 2020 and 30 closed out, a net change of -2 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q2 2020 was Citigroup, an estimated $35.7M added.
- The largest iShares Mortgage Real Estate ETF seller in Q2 2020 was Trustmark National Bank Trust Department, an estimated $7.35M sold.
Based on aggregated 13F filings for Q2 2020.