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iShares Mortgage Real Estate ETF
REM

128 hedge funds and large institutions have $200M invested in iShares Mortgage Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% less ownership

Funds ownership: 28.92% → 27.84% (-1.1%)

14% less funds holding

Funds holding: 148 → 128 (-20)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

25% less call options, than puts

Call options by funds: $3.09M | Put options by funds: $4.11M

30% less capital invested

Capital invested by funds: $284M → $200M (-$84.1M)

59% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 34

Holders
128
Holders Change
-20
Holders Change %
-13.51%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
43
Closed
34
Calls
$3.09M
Puts
$4.11M
Net Calls
-$1.02M
Net Calls Change
-$1.2M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$1.85M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.47M
3
ECM
Evergreen Capital Management
Washington
+$1.25M
4
HF
HRT Financial
New York
+$1.19M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$1.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$9.91M
2
Morgan Stanley
Morgan Stanley
New York
-$7.09M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$5.93M
4
BlackRock
BlackRock
New York
-$5.3M
5
Wells Fargo
Wells Fargo
California
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.64M +$1.47M +49,774 +430%
RJA
27
Raymond James & Associates
Florida
$1.55M -$317K -10,697 -16%
IFG
28
Independent Financial Group
California
$1.49M +$22.6K +763 +1%
AWS
29
AJ Wealth Strategies
New York
$1.47M -$1.86M -62,806 -53%
TRCT
30
Tower Research Capital (TRC)
New York
$1.36M +$832K +28,096 +123%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.34M -$850K -28,713 -36%
PAS
32
Park Avenue Securities
New York
$1.28M +$226K +7,637 +19%
AWM
33
AE Wealth Management
Kansas
$1.22M +$61.8K +2,087 +5%
WS
34
Wedbush Securities
California
$1.2M +$3.2K +108 +0.2%
HF
35
HRT Financial
New York
$1.07M +$1.19M +40,161 New
HI
36
Harbour Investments
Wisconsin
$1.01M +$1.12M +37,677 New
SIAG
37
Safeguard Investment Advisory Group
California
$997K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$923K +$114K +3,837 +13%
Citigroup
39
Citigroup
New York
$918K -$630K -21,301 -38%
Jane Street
40
Jane Street
New York
$898K -$434K -14,675 -30%
IA
41
IFP Advisors
Florida
$853K – – –
Mariner
42
Mariner
Kansas
$792K -$38.7K -1,307 -4%
MA
43
Mutual Advisors
Nebraska
$787K -$33.3K -1,125 -4%
SIM
44
Seaview Investment Managers
Florida
$778K +$26.8K +904 +3%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$722K -$789K -26,643 -50%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$707K +$783K +26,452 New
SWM
47
Spire Wealth Management
Virginia
$701K +$590K +19,921 +316%
TLFA
48
True Link Financial Advisors
California
$698K – – –
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$684K -$798K -26,966 -52%
NAM
50
NTV Asset Management
West Virginia
$646K -$74K -2,500 -9%
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REM Hedge Fund Activity: Q2 2022 in Review

128 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q2 2022, worth a combined $200M — down 30% from $284M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of REM and 14 opened new positions — a net loss of 20 holders — while 43 trimmed existing stakes and 35 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $1.85M. The largest seller was Bank of America, cutting an estimated $9.91M.

  • 128 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q2 2022, down from 148 in Q1 2022.
  • Funds reported $200M of iShares Mortgage Real Estate ETF stock for Q2 2022, down 30% quarter-over-quarter.
  • 14 funds opened new iShares Mortgage Real Estate ETF positions in Q2 2022 and 34 closed out, a net change of -20 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q2 2022 was Balyasny Asset Management, an estimated $1.85M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q2 2022 was Bank of America, an estimated $9.91M sold.

Based on aggregated 13F filings for Q2 2022.