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iShares Mortgage Real Estate ETF
REM

118 hedge funds and large institutions have $191M invested in iShares Mortgage Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $182M → $191M (+$9.23M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

0.33% less ownership

Funds ownership: 30.66% → 30.33% (-0.33%)

1% less funds holding

Funds holding: 119 → 118 (-1)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

58% less call options, than puts

Call options by funds: $8.42M | Put options by funds: $20M

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
35
Reduced
39
Closed
19
Calls
$8.42M
Puts
$20M
Net Calls
-$11.6M
Net Calls Change
+$8.73M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$7.4M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$4.38M
3
RWP
RWA Wealth Partners
Massachusetts
+$1.88M
4
Millennium Management
Millennium Management
New York
+$1.48M
5
Ameriprise
Ameriprise
Minnesota
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.93M
2
Citigroup
Citigroup
New York
-$3.68M
3
Morgan Stanley
Morgan Stanley
New York
-$3.34M
4
Simplex Trading
Simplex Trading
Illinois
-$2.86M
5
CM
Caption Management
Oklahoma
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$1.47M -$224K -10,216 -14%
IFG
27
Independent Financial Group
California
$1.42M -$165K -7,556 -11%
Simplex Trading
28
Simplex Trading
Illinois
$1.41M -$2.86M -130,870 -69%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.32M +$151K +6,879 +14%
HI
30
Harbour Investments
Wisconsin
$1.29M -$41.7K -1,906 -3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.07M -$54.7K -2,501 -5%
PAG
32
Private Advisor Group
New Jersey
$1.07M +$225K +10,276 +31%
AI
33
AXS Investments
New York
$1.04M +$963K +44,000 New
WS
34
Wedbush Securities
California
$1.02M -$11.2K -510 -1%
CI
35
CX Institutional
Indiana
$909K +$7.24K +331 +0.9%
SSG
36
Summit Securities Group
New York
$897K – – –
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$842K +$2.58K +118 +0.3%
GCM
38
Greenland Capital Management
New York
$840K +$219K +10,000 +39%
CG
39
Cynosure Group
Utah
$789K +$731K +33,420 New
AWM
40
AE Wealth Management
Kansas
$782K -$42K -1,917 -5%
Mariner
41
Mariner
Kansas
$747K +$53.6K +2,450 +8%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$681K -$7.79K -356 -1%
I
43
INVST
Indiana
$676K +$627K +28,664 New
BAAM
44
Baker Avenue Asset Management
California
$664K +$71.7K +3,276 +13%
SIAG
45
Safeguard Investment Advisory Group
California
$646K -$38.1K -1,740 -6%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$618K +$21.2K +967 +4%
TLFA
47
True Link Financial Advisors
California
$616K – – –
MA
48
Mutual Advisors
Nebraska
$576K -$28.4K -1,300 -5%
Citigroup
49
Citigroup
New York
$510K -$3.68M -168,008 -89%
JP Morgan Chase
50
JP Morgan Chase
New York
$484K +$250K +11,421 +126%
1
2
3 4 5

REM Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q2 2023, worth a combined $191M — up 5.1% from $182M a quarter earlier.

Fund positioning in REM was balanced in Q2 2023: 19 funds opened new positions, 19 closed out, 35 added to existing stakes and 39 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.4M. The largest seller was Jane Street, exiting entirely with an estimated $5.93M sold.

  • 118 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q2 2023, down from 119 in Q1 2023.
  • Funds reported $191M of iShares Mortgage Real Estate ETF stock for Q2 2023, up 5.1% quarter-over-quarter.
  • 19 funds opened new iShares Mortgage Real Estate ETF positions in Q2 2023 and 19 closed out, a net change of 0 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q2 2023 was Goldman Sachs, an estimated $7.4M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q2 2023 was Jane Street, an estimated $5.93M sold.

Based on aggregated 13F filings for Q2 2023.