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iShares Mortgage Real Estate ETF
REM

178 hedge funds and large institutions have $518M invested in iShares Mortgage Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $438M → $518M (+$79.6M)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

16% more call options, than puts

Call options by funds: $6.28M | Put options by funds: $5.39M

1% more funds holding

Funds holding: 176 → 178 (+2)

1.01% more ownership

Funds ownership: 33.52% → 34.52% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 52

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
56
Reduced
52
Closed
24
Calls
$6.28M
Puts
$5.39M
Net Calls
+$886K
Net Calls Change
+$1.89M

Top Buyers

Rank Fund Capital Flow
1
SWM
Sugarloaf Wealth Management
Georgia
+$8.28M
2
BWA
BDO Wealth Advisors
Florida
+$7.84M
3
Bank of America
Bank of America
North Carolina
+$6.13M
4
DF
Donoghue Forlines
Massachusetts
+$5.46M
5
Morgan Stanley
Morgan Stanley
New York
+$4.4M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$9.56M
2
LSA
Lion Street Advisors
Texas
-$4.73M
3
MLM
Mount Lucas Management
Pennsylvania
-$4.33M
4
SIM
SSI Investment Management
California
-$3.58M
5
Simplex Trading
Simplex Trading
Illinois
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJYG
126
David J. Yvars Group
Florida
$212K +$200K +5,975 New
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$205K +$194K +5,800 New
1IA
128
1834 Investment Advisors
Wisconsin
$204K – – –
APA
129
American Portfolios Advisors
New York
$204K -$35.3K -1,054 -15%
GWM
130
Greenwich Wealth Management
Connecticut
$203K +$193K +5,771 New
CG
131
Colony Group
Massachusetts
$201K +$191K +5,694 New
JLBC
132
J.L. Bainbridge & Co
Florida
$201K +$191K +5,709 New
PG
133
Proffitt & Goodson
Tennessee
$139K – – –
CF
134
Centaurus Financial
California
$136K +$6.23K +186 +5%
MM
135
Main Management
California
$130K – – –
CI
136
CX Institutional
Indiana
$122K -$185K -5,531 -61%
CFD
137
Creative Financial Designs
Indiana
$96K – – –
FRA
138
Front Row Advisors
California
$79K – – –
AF
139
Advisornet Financial
Minnesota
$71K – – –
CAAS
140
Capital Asset Advisory Services
Michigan
$61K – – –
RCA
141
Ranch Capital Advisors
Florida
$57K – – –
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$55K – – –
PO
143
Private Ocean
California
$50K – – –
William Blair & Company
144
William Blair & Company
Illinois
$46K +$43.5K +1,300 New
CAL
145
Capital Analysts LLC
Pennsylvania
$43K – – –
US Bancorp
146
US Bancorp
Minnesota
$41K +$32.6K +975 +542%
AWM
147
Accel Wealth Management
Iowa
$39K – – –
SIM
148
Sonora Investment Management
Arizona
$39K – – –
LFG
149
Larson Financial Group
Missouri
$35K – – –
SMFG
150
Sumitomo Mitsui Financial Group
Japan
$32K -$2.94K -88 -9%
4 5
6
7 8

REM Hedge Fund Activity: Q1 2021 in Review

178 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q1 2021, worth a combined $518M — up 18% from $438M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new REM positions and 24 closed out — a net gain of 4 holders — while 56 added to existing stakes and 52 trimmed.

The largest buyer was Sugarloaf Wealth Management, adding an estimated $8.28M. The largest seller was Citadel Advisors, cutting an estimated $9.56M.

  • 178 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q1 2021, up from 176 in Q4 2020.
  • Funds reported $518M of iShares Mortgage Real Estate ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 28 funds opened new iShares Mortgage Real Estate ETF positions in Q1 2021 and 24 closed out, a net change of +4 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q1 2021 was Sugarloaf Wealth Management, an estimated $8.28M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q1 2021 was Citadel Advisors, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2021.