We are live on ! Find out more
REM icon

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
SIC
51
Samalin Investment Counsel
New York
$644K +$94.4K +3,190 +15%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$570K -$7.07K -239 -1%
FFWM
53
Future Financial Wealth Management
Ohio
$505K – – –
HIP
54
HUB Investment Partners
Texas
$502K – – –
PAG
55
Private Advisor Group
New Jersey
$487K -$66.7K -2,253 -11%
SF
56
Symphony Financial
Texas
$487K +$178 +6 +0%
Ameriprise
57
Ameriprise
Minnesota
$365K -$33.1K -1,119 -8%
FTUS
58
Flow Traders U.S.
New York
$362K +$401K +13,555 New
HIS
59
Harvest Investment Services
Illinois
$343K +$1.83K +62 +0.5%
CC
60
Claybrook Capital
Massachusetts
$335K – – –
JPLA
61
Joseph P. Lucia & Associates
New York
$321K +$36.5K +1,233 +11%
PFO
62
Pathstone Family Office
New Jersey
$314K +$9.06K +306 +3%
Truist Financial
63
Truist Financial
North Carolina
$307K -$121K -4,094 -26%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$273K – – –
KAS
65
Kestra Advisory Services
Texas
$270K -$44.4K -1,500 -13%
RPCA
66
Running Point Capital Advisors
California
$267K – – –
RJFSA
67
Raymond James Financial Services Advisors
Florida
$261K -$19.5K -658 -6%
BFA
68
Beacon Financial Advisory
Ohio
$260K +$21.8K +736 +8%
VAG
69
VisionPoint Advisory Group
Texas
$248K -$562K -19,004 -70%
MFS
70
Mirabella Financial Services
United Kingdom
$245K +$271K +9,150 New
CW
71
CreativeOne Wealth
Kansas
$238K +$5.33K +180 +2%
OPA
72
Old Port Advisors
Maine
$235K -$208K -7,022 -45%
AWS
73
Atria Wealth Solutions
New York
$230K +$255K +8,605 New
SIM
74
SSI Investment Management
California
$222K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$220K – – –
1 2
3
4 5

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.