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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
JP Morgan Chase
51
JP Morgan Chase
New York
$743K +$95.4K +4,060 +15%
AWM
52
AE Wealth Management
Kansas
$714K +$5.24K +223 +0.7%
PAS
53
Park Avenue Securities
New York
$652K +$6.97K +297 +1%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$624K +$617K +26,287 New
KAS
55
Kestra Advisory Services
Texas
$581K +$180K +7,660 +45%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$563K +$319K +13,570 +133%
I
57
INVST
Indiana
$521K -$68.6K -2,921 -12%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$505K -$1.1M -46,709 -69%
Wealthfront Advisers
59
Wealthfront Advisers
California
$496K +$29.2K +1,243 +6%
Goldman Sachs
60
Goldman Sachs
New York
$481K +$476K +20,249 New
TRCT
61
Tower Research Capital (TRC)
New York
$469K +$286K +12,192 +161%
MA
62
Mutual Advisors
Nebraska
$466K
RCM
63
Robinson Capital Management
Michigan
$463K +$466K +19,837 New
AAS
64
Avantax Advisory Services
Texas
$449K +$86K +3,662 +24%
Millennium Management
65
Millennium Management
New York
$410K +$406K +17,272 New
Comerica Bank
66
Comerica Bank
Texas
$408K +$78.6K +3,347 +24%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$407K -$5.82K -248 -1%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$394K +$11.8K +503 +3%
Allspring Global Investments
69
Allspring Global Investments
North Carolina
$382K +$77.5K +3,300 +26%
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$378K +$1.78K +76 +0.5%
Stifel Financial
71
Stifel Financial
Missouri
$374K +$72.5K +3,085 +24%
Jane Street
72
Jane Street
New York
$368K +$364K +15,494 New
AA
73
AlphaCentric Advisors
Puerto Rico
$354K +$17.5K +745 +5%
CFP
74
Cascade Financial Partners
California
$346K -$24.4K -1,041 -6%
BFWM
75
Bright Futures Wealth Management
New York
$340K +$34.1K +1,451 +11%

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.