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iShares Mortgage Real Estate ETF

128 hedge funds and large institutions have $227M invested in iShares Mortgage Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 25

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

34% more capital invested

Capital invested by funds: $169M → $227M (+$57.7M)

6% more funds holding

Funds holding: 121128 (+7)

5.07% more ownership

Funds ownership: 28.73%33.8% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

78% less call options, than puts

Call options by funds: $2.33M | Put options by funds: $10.4M

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
57
Reduced
25
Closed
16
Calls
$2.33M
Puts
$10.4M
Net Calls
-$8.13M
Net Calls Change
-$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.09M +$206K +8,782 +11%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.99M +$383K +16,312 +24%
IFG
28
Independent Financial Group
California
$1.91M +$374K +15,931 +25%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.9M +$1.51M +64,242 +409%
CL
30
Choreo LLC
Illinois
$1.74M -$151K -6,450 -8%
HI
31
Harbour Investments
Wisconsin
$1.72M +$50.2K +2,136 +3%
CIA
32
Capital Investment Advisors
Georgia
$1.64M -$13.6K -578 -0.8%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.25M +$121K +5,134 +11%
IWM
34
IHT Wealth Management
Illinois
$1.18M -$45.5K -1,938 -4%
PAG
35
Private Advisor Group
New Jersey
$1.16M +$679K +28,905 +145%
BIM
36
Bridges Investment Management
Nebraska
$1.12M
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1M +$12.8K +547 +1%
DWM
38
Drive Wealth Management
Utah
$1M +$201K +8,543 +25%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$985K +$7.73K +329 +0.8%
MNA
40
Manning & Napier Advisors
New York
$950K +$940K +40,028 New
BAAM
41
Baker Avenue Asset Management
California
$908K +$898K +38,252 New
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$905K -$7.96K -339 -0.9%
NWM
43
Napa Wealth Management
California
$894K +$168K +7,162 +23%
ECM
44
Evergreen Capital Management
Washington
$881K -$6.69K -285 -0.8%
Citigroup
45
Citigroup
New York
$855K +$103K +4,386 +14%
Mariner
46
Mariner
Kansas
$843K -$15.1K -643 -2%
FFA
47
First Foundation Advisors
California
$803K -$396K -16,853 -33%
BCM
48
Brookstone Capital Management
Illinois
$762K -$107K -4,551 -12%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$754K
GS
50
GTS Securities
New York
$754K +$746K +31,757 New

REM Hedge Fund Activity: Q3 2024 in Review

128 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q3 2024, worth a combined $227M — up 34% from $169M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new REM positions and 16 closed out — a net gain of 7 holders — while 57 added to existing stakes and 25 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $6.78M. The largest seller was Two Sigma Advisers, cutting an estimated $1.1M.

  • 128 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $227M of iShares Mortgage Real Estate ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 23 funds opened new iShares Mortgage Real Estate ETF positions in Q3 2024 and 16 closed out, a net change of +7 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q3 2024 was Russell Investments Group, an estimated $6.78M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q3 2024 was Two Sigma Advisers, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2024.