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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
Simplex Trading
76
Simplex Trading
Illinois
$333K -$187K -7,949 -36%
SF
77
Symphony Financial
Texas
$314K
CW
78
CreativeOne Wealth
Kansas
$312K -$8.29K -353 -3%
WS
79
Wedbush Securities
California
$307K +$75.3K +3,206 +33%
FFWM
80
Future Financial Wealth Management
Ohio
$306K
Lido Advisors
81
Lido Advisors
California
$297K
SIAG
82
Safeguard Investment Advisory Group
California
$293K -$32.2K -1,372 -10%
KPWS
83
Kestra Private Wealth Services
Texas
$286K +$30.8K +1,312 +12%
SMFG
84
Sumitomo Mitsui Financial Group
Japan
$286K +$48.3K +2,056 +21%
NS
85
NBC Securities
Alabama
$279K +$56K +2,385 +25%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$273K +$270K +11,495 New
Cerity Partners
87
Cerity Partners
New York
$264K
AWS
88
Atria Wealth Solutions
New York
$242K +$240K +10,205 New
HIS
89
Harvest Investment Services
Illinois
$232K -$517 -22 -0.2%
BFA
90
Beacon Financial Advisory
Ohio
$218K -$5.31K -226 -2%
CA
91
CoreCap Advisors
Michigan
$213K +$211K +8,974 New
TSS
92
Two Sigma Securities
New York
$205K +$203K +8,626 New
MA
93
MCF Advisors
Kentucky
$153K
HCM
94
Hollencrest Capital Management
California
$83.1K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$63K -$23.9K -1,017 -28%
FIA
96
FNY Investment Advisers
New York
$35K +$35.2K +1,500 New
FFA
97
Farther Finance Advisors
California
$28.7K +$28.4K +1,210 New
SPIA
98
Steward Partners Investment Advisory
New York
$27.6K +$141 +6 +0.5%
FIM
99
FWL Investment Management
Texas
$27.4K +$1.03K +44 +4%
EW
100
Element Wealth
Mississippi
$26.3K +$587 +25 +2%

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.