iShares Mortgage Real Estate ETF
REM
152 hedge funds and large institutions have $407M invested in iShares Mortgage Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 20 closing their positions.
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
12% more call options, than puts
Call options by funds: $7.08M | Put options by funds: $6.34M
11% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 44
5% more capital invested
Capital invested by funds: $386M → $407M (+$20.8M)
3.45% more ownership
Funds ownership: 31.84% → 35.29% (+3.5%)
2% more funds holding
Funds holding: 149 → 152 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$18.6M |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$17M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.3M |
| 4 |
VF
Virtu Financial
New York
|
+$5.87M |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$5.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.23M |
| 2 |
Man Group
London,
United Kingdom
|
-$6.05M |
| 3 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
-$5.93M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.7M |
REM Hedge Fund Activity: Q4 2018 in Review
152 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q4 2018, worth a combined $407M — up 5.4% from $386M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new REM positions and 20 closed out — a net gain of 5 holders — while 49 added to existing stakes and 44 trimmed.
The largest buyer was Nan Shan Life Insurance, adding an estimated $18.6M. The largest seller was Bank of America, cutting an estimated $6.23M.
- 152 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q4 2018, up from 149 in Q3 2018.
- Funds reported $407M of iShares Mortgage Real Estate ETF stock for Q4 2018, up 5.4% quarter-over-quarter.
- 25 funds opened new iShares Mortgage Real Estate ETF positions in Q4 2018 and 20 closed out, a net change of +5 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q4 2018 was Nan Shan Life Insurance, an estimated $18.6M added.
- The largest iShares Mortgage Real Estate ETF seller in Q4 2018 was Bank of America, an estimated $6.23M sold.
Based on aggregated 13F filings for Q4 2018.