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.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — REM

Based on 116 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added REM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
116 funds currently hold this stock — 94% of the 3.0-year high of 124 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 (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

58 buying56 selling
Last quarter: 58 funds bought or added vs 56 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 12 → 19 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 21% medium 13% new
77 out of 116 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

12 → 15 → 12 → 19 → 18 new funds/Q
New funds entering each quarter: 15 → 12 → 19 → 18. A growing number of institutions are discovering REM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 13% 1-2yr 15% new
Of 119 current holders: 85 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
12 of 116 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: REM
2026 Q1 Stats Unlock in 21 days 119 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 119 119 -
13F Shares 10M 9M 16.95%
Total Value $231M $194M 18.97%
New Positions 18 19 -1
Increased Positions 45 46 -1
Closed Positions 17 10 +7
Reduced Positions 42 43 -1
Total Calls 4 3 33.33%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: REM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
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.

Top 25 institutional holders of REM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AdvisorNet Financial, Inc 0.32% 288,470 $6.2M
2 Antonelli Financial Advisors, LLC 0.30% 20,403 $438K
3 Fortitude Family Office, LLC 0.04% 9,353 $201K
4 Ascentis Independent Advisors 0.03% 21,299 $457K
5 Soltis Investment Advisors LLC 0.03% 25,251 $542K
6 Miller Global Investments, LLC 0.02% 1,082 $23K
7 Sunrise Financial Services, LLC 0.02% 1,204 $26K
8 NBC SECURITIES, INC. 0.02% 11,246 $241K
9 SILVER OAK SECURITIES, INCORPORATED 0.02% 9,914 $213K
10 J.W. COLE ADVISORS, INC. 0.01% 14,720 $316K
11 Capital Investment Advisors, LLC 0.01% 30,457 $654K
12 Wealthcare Advisory Partners LLC 0.01% 20,313 $436K
13 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 25,221 $541K
14 IFP Advisors, Inc 0.00% 9,929 $213K
15 PARK AVENUE SECURITIES LLC 0.00% 25,809
16 Brookstone Capital Management 0.00% 11,358 $244K
17 Ascentis Wealth Management, LLC 0.00% 589 $13K
18 Janney Montgomery Scott LLC 0.00% 42,643
19 Private Advisor Group, LLC 0.00% 17,302 $371K
20 Sound Income Strategies, LLC 0.00% 1,600 $34K
21 TRUIST FINANCIAL CORP 0.00% 42,717 $917K
22 Farther Finance Advisors, LLC 0.00% 6,114 $131K
23 Investors Research Corp 0.00% 178 $4K
24 Golden State Wealth Management, LLC 0.00% 159 $3K
25 DHJJ Financial Advisors, Ltd. 0.00% 50 $1K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added REM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for REM?

Slight buying edge — 51% buying: Last quarter: 58 funds bought or added vs 56 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for REM holders?

Strong quality — 39% AUM from major funds: 12 of 116 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held REM?

66% of holders stayed for 2+ years: 77 out of 116 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.