iShares Mortgage Real Estate ETF
REM
127 hedge funds and large institutions have $279M invested in iShares Mortgage Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 26 closing their positions.
0.64% less ownership
Funds ownership: 28.51% → 27.87% (-0.64%)
8% less funds holding
Funds holding: 138 → 127 (-11)
16% less capital invested
Capital invested by funds: $333M → $279M (-$53.8M)
20% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 44
24% less call options, than puts
Call options by funds: $3.22M | Put options by funds: $4.23M
38% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 26
88% less funds holding in top 10
Funds holding in top 10: 8 → 1 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$15.6M |
| 2 |
EWM
Edge Wealth Management
New York
|
+$9.94M |
| 3 |
Morgan Stanley
New York
|
+$6.91M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$3.79M |
| 5 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CHA
Cedar Hill Associates
Chicago,
Illinois
|
-$14.5M |
| 2 |
BlackRock
New York
|
-$12.6M |
| 3 |
PAA
Peregrine Asset Advisers
Portland,
Oregon
|
-$7.84M |
| 4 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
-$4.16M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$3.33M |
REM Hedge Fund Activity: Q1 2018 in Review
127 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q1 2018, worth a combined $279M — down 16% from $333M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of REM and 16 opened new positions — a net loss of 10 holders — while 44 trimmed existing stakes and 35 added.
The largest buyer was Nan Shan Life Insurance, adding an estimated $15.6M. The largest seller was Cedar Hill Associates, exiting entirely with an estimated $14.5M sold.
- 127 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q1 2018, down from 138 in Q4 2017.
- Funds reported $279M of iShares Mortgage Real Estate ETF stock for Q1 2018, down 16% quarter-over-quarter.
- 16 funds opened new iShares Mortgage Real Estate ETF positions in Q1 2018 and 26 closed out, a net change of -10 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q1 2018 was Nan Shan Life Insurance, an estimated $15.6M added.
- The largest iShares Mortgage Real Estate ETF seller in Q1 2018 was Cedar Hill Associates, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2018.