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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
FRA
101
Front Row Advisors
California
$28K – – –
CWC
102
Carolinas Wealth Consulting
North Carolina
$24.6K +$25.3K +1,086 New
AWM
103
Accel Wealth Management
Iowa
$19.3K – – –
PTC
104
Private Trust Company
Ohio
$16K – – –
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$15K -$23.7K -1,015 -59%
FFA
106
Founders Financial Alliance
North Carolina
$13.2K – – –
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$12.8K -$8.74K -375 -40%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$11.3K +$8.16K +350 +236%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
AIM
110
Anchor Investment Management
South Carolina
$9.08K – – –
SIA
111
SkyView Investment Advisors
New Jersey
$9K – – –
TWC
112
TD Waterhouse Canada
Ontario, Canada
$8.75K – – –
LFG
113
Larson Financial Group
Missouri
$7.6K – – –
SIS
114
Sound Income Strategies
Florida
$7.26K +$7.46K +320 New
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.01K – – –
FWA
116
Freedom Wealth Alliance
Wisconsin
$5.67K +$5.83K +250 New
AF
117
Allworth Financial
California
$4.29K – – –
ANBT
118
American National Bank & Trust
Texas
$4K +$816 +35 +23%
NSIM
119
North Star Investment Management
Illinois
$2.84K – – –
IRC
120
Investors Research Corp
Georgia
$2.13K – – –
PA
121
Parallel Advisors
California
$2.06K – – –
QCG
122
Quadrant Capital Group
Ohio
$1.97K – – –
Fidelity Investments
123
Fidelity Investments
Massachusetts
$1.89K -$9.28K -398 -83%
IGWM
124
ICA Group Wealth Management
Colorado
$1.27K +$1.3K +56 New
RG
125
Retirement Group
California
$1K – – –
2 3 4
5
6

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.