Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (REM)

113 + Investors. Track Smart Money conviction in REM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
49%

Smart Money Signals — REM

Based on 117 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their REM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
117 funds currently hold this stock — 91% of the 3.0-year high of 128 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

58 buying60 selling
Last quarter: 60 funds reduced or exited vs 58 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 20 → 21 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 21% medium ■ 13% new
78 out of 117 hedge funds have held REM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~18 new funds/quarter

13 → 20 → 20 → 21 → 18 new funds/Q
New funds entering each quarter: 20 → 20 → 21 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 75% veterans vs 14% newcomers

■ 75% veterans ■ 11% 1-2yr ■ 14% new
Entry-cohort mix of 121 holders: 91 (75%) are 2+ year veterans, 13 entered 1–2 years ago, and 17 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
19 of 114 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in REM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — REM

In 2026 Q2, 58 hedge funds were net buyers of REM (18 opened a new position, 40 added to an existing one), while 60 reduced or exited (39 trimmed, 21 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 55% of total institutional value in REM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 117.

Hedge Fund Ownership: REM

How many hedge funds hold REM — quarterly history vs. share price
Quarterly hedge fund ownership of REM vs. share price

Market Analysis: REM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: REM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: REM
113 + Investors

Track Smart Money conviction in REM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 113 120 -5.83%
13F Shares 10M 10M 1.26%
Total Value $217M $209M 3.76%
New Positions 18 21 -3
Increased Positions 38 35 +3
Closed Positions 22 23 -1
Reduced Positions 39 38 +1
Total Calls 2 3 -33.33%
Total Puts 5 3 66.67%
PUT/CALL Ratio 2.5 1.0 Bearish

Statistics: REM

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Financial Highlights

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Institutional Holders (2026 Q2)

113 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in REM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 REM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Point Nemo Capital, LLC 2.05% 183,205 $4.0M
2 Mount Lucas Management LP 1.08% 137,838 $3.0M
3 Aster Capital Management (DIFC) Ltd 0.75% 148,992 $3.2M
4 Balefire, LLC 0.72% 201,161 $4.4M
5 Arlington Capital Management, Inc. 0.70% 50,891 $1.1M
6 AlphaCentric Advisors LLC 0.38% 20,231 $446K
7 AdvisorNet Financial, Inc 0.35% 342,996 $7.6M
8 Antonelli Financial Advisors, LLC 0.28% 18,561 $409K
9 Trivium Point Advisory, LLC 0.28% 138,985 $3.1M
10 Evergreen Capital Management LLC 0.26% 672,345 $14.8M
11 Greenland Capital Management LP 0.16% 60,000 $1.3M
12 Transce3nd, LLC 0.14% 737 $16K
13 Invst, LLC 0.12% 57,597 $1.3M
14 Sage Advisory Services, Ltd.Co. 0.11% 10,385 $229K
15 Endowment Wealth Management, Inc. 0.10% 11,388 $251K
16 Independent Financial Group, LLC 0.07% 175,508 $3.9M
17 Fortitude Family Office, LLC 0.05% 12,650 $279K
18 Fwl Investment Management, LLC 0.05% 12,097 $267K
19 Foundations Investment Advisors, LLC 0.05% 201,617 $4.4M
20 Tower Research Capital LLC (TRC) 0.03% 59,605 $1.3M
21 First Foundation Advisors 0.03% 39,958 $881K
22 Cascade Financial Partners, LLC 0.03% 14,450 $319K
23 Harbour Investments, INC. 0.03% 87,705 $1.9M
24 Bridges Investment Management Inc 0.03% 95,079 $2.1M
25 IHT Wealth Management, LLC 0.02% 48,271 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (REM)

What does the Smart Money Trend signal show for REM?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their REM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for REM?

More sellers than buyers — 49% buying: Last quarter: 60 funds reduced or exited vs 58 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for REM holders?

Elite ownership — 55% AUM from top-100 funds: 19 of 114 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in REM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held REM?

67% of holders stayed for 2+ years: 78 out of 117 hedge funds have held REM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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