iShares Mortgage Real Estate ETF
REM
174 hedge funds and large institutions have $429M invested in iShares Mortgage Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 11 closing their positions.
273% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 11
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
115% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 34
22% more capital invested
Capital invested by funds: $351M → $429M (+$78.1M)
20% more funds holding
Funds holding: 145 → 174 (+29)
3.01% more ownership
Funds ownership: 27.03% → 30.05% (+3%)
52% less call options, than puts
Call options by funds: $2.22M | Put options by funds: $4.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.74M |
| 2 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$6.11M |
| 3 |
Morgan Stanley
New York
|
+$4.6M |
| 4 |
Two Sigma Investments
New York
|
+$4.09M |
| 5 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$3.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$21.2M |
| 2 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$1.43M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.4M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.21M |
| 5 |
HT
HAP Trading
New York
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Bank of Nova Scotia
Toronto,
Ontario, Canada
| – | -$411K | -9,756 | Closed |
|
177
Simplex Trading
Chicago,
Illinois
| – | -$407K | -9,669 | Closed |
|
|
NR
178
Newfound Research
Wellesley Hills,
Massachusetts
| – | -$309K | -7,329 | Closed |
|
|
DWA
179
Douglass Winthrop Advisors
New York
| – | -$226K | -5,362 | Closed |
|
|
JMPWA
180
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$220K | -5,218 | Closed |
|
|
WCM
181
Whitener Capital Management
Rocky Mount,
North Carolina
| – | -$91K | -2,172 | Closed |
|
|
CAN
182
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$89K | -2,118 | Closed |
|
183
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$21K | -500 | Closed |
|
|
GSWM
184
Golden State Wealth Management
Santa Ana,
California
| – | -$9K | -202 | Closed |
|
REM Hedge Fund Activity: Q4 2019 in Review
174 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q4 2019, worth a combined $429M — up 22% from $351M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new REM positions and 11 closed out — a net gain of 30 holders — while 73 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.74M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $21.2M.
- 174 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q4 2019, up from 145 in Q3 2019.
- Funds reported $429M of iShares Mortgage Real Estate ETF stock for Q4 2019, up 22% quarter-over-quarter.
- 41 funds opened new iShares Mortgage Real Estate ETF positions in Q4 2019 and 11 closed out, a net change of +30 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q4 2019 was LPL Financial, an estimated $6.74M added.
- The largest iShares Mortgage Real Estate ETF seller in Q4 2019 was Advocacy Wealth Management Services, an estimated $21.2M sold.
Based on aggregated 13F filings for Q4 2019.