iShares Mortgage Real Estate ETF
REM
148 hedge funds and large institutions have $488M invested in iShares Mortgage Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 20 closing their positions.
65% more capital invested
Capital invested by funds: $296M → $488M (+$192M)
41% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 39
30% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 20
3% more funds holding
Funds holding: 144 → 148 (+4)
0.48% more ownership
Funds ownership: 6.74% → 7.22% (+0.48%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
97% less call options, than puts
Call options by funds: $373K | Put options by funds: $12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$16.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.8M |
| 3 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
+$6.82M |
| 4 |
Morgan Stanley
New York
|
+$6.06M |
| 5 |
CHA
Cedar Hill Associates
Chicago,
Illinois
|
+$5.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Moore Capital Management
New York
|
-$4.1M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.81M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$1.52M |
| 4 |
D.E. Shaw & Co
New York
|
-$1.2M |
| 5 |
Jane Street
New York
|
-$1.11M |
REM Hedge Fund Activity: Q3 2016 in Review
148 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q3 2016, worth a combined $488M — up 65% from $296M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new REM positions and 20 closed out — a net gain of 6 holders — while 55 added to existing stakes and 39 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $16.7M. The largest seller was Moore Capital Management, exiting entirely with an estimated $4.1M sold.
- 148 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q3 2016, up from 144 in Q2 2016.
- Funds reported $488M of iShares Mortgage Real Estate ETF stock for Q3 2016, up 65% quarter-over-quarter.
- 26 funds opened new iShares Mortgage Real Estate ETF positions in Q3 2016 and 20 closed out, a net change of +6 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $16.7M added.
- The largest iShares Mortgage Real Estate ETF seller in Q3 2016 was Moore Capital Management, an estimated $4.1M sold.
Based on aggregated 13F filings for Q3 2016.