Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (REM)

119 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — REM

Based on 120 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 94% of 3.0Y peak

94% of all-time peak
120 funds currently hold this stock — 94% of the 3.0-year high of 127 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding REM is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

57 buying61 selling
Last quarter: 61 funds reduced or exited vs 57 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 — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 20 → 19 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
77 out of 120 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.
📈

Growing discovery — still being found

15 → 12 → 20 → 19 → 21 new funds/Q
New funds entering each quarter: 12 → 20 → 19 → 21. A growing number of institutions are discovering REM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 15% newcomers

■ 70% veterans ■ 15% 1-2yr ■ 15% new
Entry-cohort mix of 124 holders: 87 (70%) are 2+ year veterans, 18 entered 1–2 years ago, and 19 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
17 of 118 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q1, 57 hedge funds were net buyers of REM (21 opened a new position, 36 added to an existing one), while 61 reduced or exited (39 trimmed, 22 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 60% of total institutional value in REM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 120.

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

-- --

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

Is It Too Late to Buy Ishares Tr (REM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much REM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
REM
-0.7%
SPY
+13.9%

REM outperformed SPY by -14.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
REM
-3.4%
SPY
+0.2%

Since the filing became public, REM outperformed SPY by -3.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: REM
119 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 119 121 -1.65%
13F Shares 10M 10M -4.77%
Total Value $209M $232M -9.86%
New Positions 21 19 +2
Increased Positions 35 38 -3
Closed Positions 23 18 +5
Reduced Positions 38 40 -2
Total Calls 3 4 -25.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: REM

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

119 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Balefire, LLC 0.84% 208,793 $4.5M
2 Bayview Asset Management, LLC 0.83% 100,000 $2.1M
3 Arlington Capital Management, Inc. 0.57% 47,214 $1.0M
4 Mount Lucas Management LP 0.50% 63,014 $1.4M
5 Cynosure Group, LLC 0.35% 131,605 $2.8M
6 AdvisorNet Financial, Inc 0.32% 288,470 $6.2M
7 Evergreen Capital Management LLC 0.31% 666,652 $14.3M
8 Antonelli Financial Advisors, LLC 0.30% 20,403 $438K
9 Robinson Capital Management, LLC 0.29% 29,420 $681K
10 AlphaCentric Advisors LLC 0.20% 9,095 $195K
11 Strategic Financial Concepts, LLC 0.18% 33,954 $729K
12 Transce3nd, LLC 0.14% 747 $16K
13 Sage Advisory Services, Ltd.Co. 0.12% 10,385 $223K
14 Invst, LLC 0.12% 49,942 $1.1M
15 Endowment Wealth Management, Inc. 0.12% 12,601 $271K
16 Independent Financial Group, LLC 0.08% 125,408 $2.7M
17 Fwl Investment Management, LLC 0.07% 14,160 $304K
18 Foundations Investment Advisors, LLC 0.06% 228,268 $4.9M
19 Proficio Capital Partners LLC 0.06% 48,840 $1.0M
20 Prelude Capital Management, LLC 0.05% 31,002 $666K
21 Anfield Capital Management, LLC 0.05% 8,051 $173K
22 Fortitude Family Office, LLC 0.04% 9,353 $201K
23 First Foundation Advisors 0.04% 42,478 $912K
24 Ascentis Independent Advisors 0.03% 21,299 $457K
25 Soltis Investment Advisors LLC 0.03% 25,251 $542K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 48% buying: Last quarter: 61 funds reduced or exited vs 57 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 — 60% AUM from top-100 funds: 17 of 118 holders are among the 100 largest funds by AUM, controlling 60% 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?

64% of holders stayed for 2+ years: 77 out of 120 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.

Is it too late to buy Ishares Tr (REM) following the 2026 Q1 hedge fund 13F filings?

As of today, REM has moved -3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -3.6%. Since the quarter end (March 31, 2026), REM has gained -0.7% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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