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iShares Mortgage Real Estate ETF
REM

148 hedge funds and large institutions have $381M invested in iShares Mortgage Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 36

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

4% more capital invested

Capital invested by funds: $367M → $381M (+$13.9M)

0% more funds holding

Funds holding: 148 → 148 (0)

1.18% less ownership

Funds ownership: 30.82% → 29.64% (-1.2%)

52% less call options, than puts

Call options by funds: $4.3M | Put options by funds: $9.04M

Holders
148
Holders Change
–
Holders Change %
0%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
20
Increased
60
Reduced
36
Closed
17
Calls
$4.3M
Puts
$9.04M
Net Calls
-$4.74M
Net Calls Change
-$3.79M

Top Buyers

Rank Fund Capital Flow
1
SWM
Sanctuary Wealth Management
Idaho
+$8.65M
2
EWM
Edge Wealth Management
New York
+$4.94M
3
Bank of America
Bank of America
North Carolina
+$3.02M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.21M
5
BlackRock
BlackRock
New York
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
JPLA
Joseph P. Lucia & Associates
New York
-$13.7M
2
CIM
Cambria Investment Management
California
-$6.36M
3
Two Sigma Investments
Two Sigma Investments
New York
-$3.73M
4
NR
Newfound Research
Massachusetts
-$2.48M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
151
Simplicity Solutions
Minnesota
– -$322K -7,428 Closed
BSAM
152
Blue Sky Asset Management
Colorado
– -$297K -6,864 Closed
CAMG
153
CWA Asset Management Group
Florida
– -$244K -5,625 Closed
WAM
154
Wealthspire Advisors (Maryland)
Maryland
– -$64K -1,470 Closed
BCA
155
Berman Capital Advisors
Georgia
– -$23K -548 Closed
IP
156
Intellectus Partners
California
– -$18K -427 Closed
SFA
157
Semmax Financial Advisors
North Carolina
– -$16K -370 Closed
SWM
158
SeaCrest Wealth Management
New York
– -$13K -305 Closed
GWMIA
159
Global Wealth Management Investment Advisory
Florida
– -$10K -231 Closed
CH
160
Canton Hathaway
Rhode Island
– -$9K -229 Closed
CF
161
Centaurus Financial
California
– -$4.09K -177 Closed
NSIM
162
North Star Investment Management
Illinois
– -$5K -125 Closed
APC
163
Aspire Private Capital
North Carolina
– -$5K -124 Closed
Fidelity Investments
164
Fidelity Investments
Massachusetts
– -$1.16K -27 -90%
3 4 5 6
7

REM Hedge Fund Activity: Q2 2019 in Review

148 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q2 2019, worth a combined $381M — up 3.8% from $367M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new REM positions and 17 closed out — a net gain of 3 holders — while 60 added to existing stakes and 36 trimmed.

The largest buyer was Sanctuary Wealth Management, adding an estimated $8.65M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $13.7M.

  • 148 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $381M of iShares Mortgage Real Estate ETF stock for Q2 2019, up 3.8% quarter-over-quarter.
  • 20 funds opened new iShares Mortgage Real Estate ETF positions in Q2 2019 and 17 closed out, a net change of +3 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q2 2019 was Sanctuary Wealth Management, an estimated $8.65M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2019.