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iShares Mortgage Real Estate ETF
REM

127 hedge funds and large institutions have $591M invested in iShares Mortgage Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more capital invested

Capital invested by funds: $157M → $591M (+$433M)

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

14% more funds holding

Funds holding: 111 → 127 (+16)

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

6.94% more ownership

Funds ownership: 27.96% → 34.9% (+6.9%)

97% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $115M

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
38
Reduced
34
Closed
15
Calls
$3.28M
Puts
$115M
Net Calls
-$111M
Net Calls Change
-$107M

Top Buyers

Rank Fund Capital Flow
1
CWG
Cornerstone Wealth Group
North Carolina
+$11.5M
2
VAG
VisionPoint Advisory Group
Texas
+$10.9M
3
FIM
FWL Investment Management
Texas
+$9.05M
4
Bank of America
Bank of America
North Carolina
+$8.02M
5
BlackRock
BlackRock
New York
+$7.62M

Top Sellers

Rank Fund Capital Flow
1
FAM
Flaharty Asset Management
Florida
-$11.7M
2
ECM
Evergreen Capital Management
Washington
-$4.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$3M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.21M
5
Citigroup
Citigroup
New York
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$666K -$117K -5,033 -15%
Millennium Management
52
Millennium Management
New York
$613K +$630K +27,034 New
TLFA
53
True Link Financial Advisors
California
$592K – – –
SIC
54
Samalin Investment Counsel
New York
$591K +$35.5K +1,523 +6%
MA
55
Mutual Advisors
Nebraska
$584K -$86.2K -3,700 -13%
GCM
56
Greenland Capital Management
New York
$581K +$597K +25,600 New
BCM
57
Bluefin Capital Management
New York
$542K +$557K +23,900 New
Citadel Advisors
58
Citadel Advisors
Florida
$500K -$3M -128,516 -85%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$472K +$485K +20,805 New
HIP
60
HUB Investment Partners
Texas
$426K – – –
SF
61
Symphony Financial
Texas
$420K -$10.5K -452 -2%
Ameriprise
62
Ameriprise
Minnesota
$410K +$46.8K +2,007 +13%
RJA
63
Raymond James & Associates
Florida
$395K -$347K -14,910 -46%
CP
64
Castleview Partners
Texas
$362K +$331K +14,211 +820%
Belvedere Trading
65
Belvedere Trading
Illinois
$340K +$350K +15,000 New
FFWM
66
Future Financial Wealth Management
Ohio
$338K – – –
TPWA
67
TRUE Private Wealth Advisors
Oregon
$316K +$13.8K +592 +4%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$311K -$71.1K -3,052 -18%
HIS
69
Harvest Investment Services
Illinois
$302K +$12.3K +526 +4%
C
70
CFO4Life
Texas
$292K +$300K +12,891 New
CG
71
CFO4Life Group
Texas
$292K +$300K +12,891 New
CC
72
Claybrook Capital
Massachusetts
$284K – – –
BAM
73
BTS Asset Management
Massachusetts
$279K +$266K +11,414 New
FAM
74
Flaharty Asset Management
Florida
$259K -$11.7M -503,692 -98%
PWM
75
Prosperity Wealth Management
California
$247K +$254K +10,902 New
1 2
3
4 5

REM Hedge Fund Activity: Q4 2022 in Review

127 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q4 2022, worth a combined $591M — up 276% from $157M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new REM positions and 15 closed out — a net gain of 17 holders — while 38 added to existing stakes and 34 trimmed.

The largest buyer was Cornerstone Wealth Group, opening a new position worth an estimated $11.5M. The largest seller was Flaharty Asset Management, cutting an estimated $11.7M.

  • 127 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q4 2022, up from 111 in Q3 2022.
  • Funds reported $591M of iShares Mortgage Real Estate ETF stock for Q4 2022, up 276% quarter-over-quarter.
  • 32 funds opened new iShares Mortgage Real Estate ETF positions in Q4 2022 and 15 closed out, a net change of +17 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q4 2022 was Cornerstone Wealth Group, an estimated $11.5M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q4 2022 was Flaharty Asset Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2022.