iShares Mortgage Real Estate ETF
REM
144 hedge funds and large institutions have $604M invested in iShares Mortgage Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.
278% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 9
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
47% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 34
21% more funds holding
Funds holding: 119 → 144 (+25)
6% more capital invested
Capital invested by funds: $568M → $604M (+$35.2M)
1.29% less ownership
Funds ownership: 34.68% → 33.39% (-1.3%)
93% less call options, than puts
Call options by funds: $677K | Put options by funds: $10M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$19.5M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$19.1M |
| 3 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$17.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.2M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$51.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.59M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$7.48M |
| 4 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$6.68M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
151
WealthPLAN Partners
Omaha,
Nebraska
| – | -$22.7K | -500 | Closed |
|
|
DOA
152
D'Orazio & Associates
Falls Church,
Virginia
| – | -$9K | -198 | Closed |
|
153
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$3K | -66 | Closed |
|
REM Hedge Fund Activity: Q2 2017 in Review
144 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q2 2017, worth a combined $604M — up 6.2% from $568M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new REM positions and 9 closed out — a net gain of 25 holders — while 50 added to existing stakes and 34 trimmed.
The largest buyer was BlackRock, adding an estimated $19.5M. The largest seller was Morgan Stanley, cutting an estimated $51.4M.
- 144 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q2 2017, up from 119 in Q1 2017.
- Funds reported $604M of iShares Mortgage Real Estate ETF stock for Q2 2017, up 6.2% quarter-over-quarter.
- 34 funds opened new iShares Mortgage Real Estate ETF positions in Q2 2017 and 9 closed out, a net change of +25 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q2 2017 was BlackRock, an estimated $19.5M added.
- The largest iShares Mortgage Real Estate ETF seller in Q2 2017 was Morgan Stanley, an estimated $51.4M sold.
Based on aggregated 13F filings for Q2 2017.