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, 61 increasing their positions, 35 reducing their positions, and 17 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 35
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 (+$13.4M)
0% more funds holding
Funds holding: 148 → 148 (0)
0.08% less ownership
Funds ownership: 29.72% → 29.64% (-0.08%)
52% less call options, than puts
Call options by funds: $4.3M | Put options by funds: $9.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sanctuary Wealth Management
Pocatello,
Idaho
|
+$8.65M |
| 2 |
EWM
Edge Wealth Management
New York
|
+$4.94M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.02M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.21M |
| 5 |
BlackRock
New York
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$6.36M |
| 2 |
Two Sigma Investments
New York
|
-$3.73M |
| 3 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$2.48M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.78M |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$1.67M |
REM Hedge Fund Activity: Q2 2019 in Review
148 of the 4,625 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 3.7% 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 61 added to existing stakes and 35 trimmed.
The largest buyer was Sanctuary Wealth Management, adding an estimated $8.65M. The largest seller was Cambria Investment Management, exiting entirely with an estimated $6.36M sold.
- 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 3.7% 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 Cambria Investment Management, an estimated $6.36M sold.
Based on aggregated 13F filings for Q2 2019.