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iShares Mortgage Real Estate ETF
REM

119 hedge funds and large institutions have $182M invested in iShares Mortgage Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4.24% less ownership

Funds ownership: 34.9% → 30.66% (-4.2%)

6% less funds holding

Funds holding: 127 → 119 (-8)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

67% less call options, than puts

Call options by funds: $9.89M | Put options by funds: $30.2M

69% less capital invested

Capital invested by funds: $591M → $182M (-$409M)

Holders
119
Holders Change
-8
Holders Change %
-6.3%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
41
Reduced
37
Closed
19
Calls
$9.89M
Puts
$30.2M
Net Calls
-$20.3M
Net Calls Change
+$91.1M

Top Buyers

1
Jane Street
Jane Street
New York
+$6.48M
2
CM
Caption Management
Oklahoma
+$2.68M
3
Simplex Trading
Simplex Trading
Illinois
+$2.45M
4
BIA
Barry Investment Advisors
Massachusetts
+$1.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.07M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$12.4M
2
CWG
Cornerstone Wealth Group
North Carolina
-$11.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.54M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$2.8M
5
Morgan Stanley
Morgan Stanley
New York
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$1.58M +$324K +13,587 +23%
IWM
27
IHT Wealth Management
Illinois
$1.51M -$41.2K -1,725 -2%
Goldman Sachs
28
Goldman Sachs
New York
$1.48M +$242K +10,136 +18%
IFG
29
Independent Financial Group
California
$1.48M +$186K +7,776 +13%
CC
30
Centiva Capital
New York
$1.39M -$2.07M -86,800 -58%
HI
31
Harbour Investments
Wisconsin
$1.24M +$108K +4,528 +9%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.22M +$578K +24,200 +77%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.07M +$90.4K +3,788 +8%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.04M -$31.1K -1,303 -3%
WS
35
Wedbush Securities
California
$959K -$24.2K -1,013 -2%
Citadel Advisors
36
Citadel Advisors
Florida
$955K +$518K +21,696 +98%
Ameriprise
37
Ameriprise
Minnesota
$943K +$600K +25,156 +139%
SW
38
SVB Wealth
Massachusetts
$906K – – –
SSG
39
Summit Securities Group
New York
$830K – – –
CI
40
CX Institutional
Indiana
$827K +$911K +38,184 New
TWC
41
TD Waterhouse Canada
Ontario, Canada
$809K +$736K +30,844 +11,135%
Millennium Management
42
Millennium Management
New York
$801K +$230K +9,656 +36%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$776K +$46.1K +1,933 +6%
AWM
44
AE Wealth Management
Kansas
$766K +$34.6K +1,450 +4%
PAG
45
Private Advisor Group
New Jersey
$734K +$222K +9,292 +38%
Mariner
46
Mariner
Kansas
$638K -$27.3K -1,145 -4%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$638K -$3.84K -161 -0.5%
SIAG
48
Safeguard Investment Advisory Group
California
$636K -$44K -1,844 -6%
AWA
49
Arete Wealth Advisors
Illinois
$629K +$81.3K +3,407 +62%
TLFA
50
True Link Financial Advisors
California
$570K – – –
1
2
3 4 5

REM Hedge Fund Activity: Q1 2023 in Review

119 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q1 2023, worth a combined $182M — down 69% from $591M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of REM and 13 opened new positions — a net loss of 6 holders — while 37 trimmed existing stakes and 41 added.

The largest buyer was Jane Street, opening a new position worth an estimated $6.48M. The largest seller was Bank of America, cutting an estimated $12.4M.

  • 119 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $182M of iShares Mortgage Real Estate ETF stock for Q1 2023, down 69% quarter-over-quarter.
  • 13 funds opened new iShares Mortgage Real Estate ETF positions in Q1 2023 and 19 closed out, a net change of -6 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q1 2023 was Jane Street, an estimated $6.48M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q1 2023 was Bank of America, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2023.