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iShares Mortgage Real Estate ETF
REM

127 hedge funds and large institutions have $187M invested in iShares Mortgage Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 128 → 127 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

5.88% less ownership

Funds ownership: 34.06% → 28.18% (-5.9%)

14% less capital invested

Capital invested by funds: $216M → $187M (-$29.6M)

25% less call options, than puts

Call options by funds: $5.52M | Put options by funds: $7.34M

35% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 49

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
32
Reduced
49
Closed
19
Calls
$5.52M
Puts
$7.34M
Net Calls
-$1.82M
Net Calls Change
-$1.04M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$8.32M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$5.58M
3
SAG
SageView Advisory Group
California
+$4.66M
4
DWM
Drive Wealth Management
Utah
+$1.57M
5
Osaic Holdings
Osaic Holdings
Arizona
+$881K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$22.6M
2
BlackRock
BlackRock
New York
-$6.18M
3
LPL Financial
LPL Financial
California
-$5.62M
4
AWM
AE Wealth Management
Kansas
-$4.92M
5
FIM
FWL Investment Management
Texas
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
101
Highlander Capital Management
New Jersey
$9.53K – – –
AIM
102
Anchor Investment Management
South Carolina
$9.3K – – –
FWP
103
FAS Wealth Partners
Kansas
$9.17K – – –
CP
104
Castleview Partners
Texas
$7.79K -$178K -7,867 -96%
SS
105
Sunbelt Securities
Texas
$7.55K – – –
FFA
106
Founders Financial Alliance
North Carolina
$6.46K -$1.81K -80 -22%
CFD
107
Creative Financial Designs
Indiana
$6.09K -$45.8K -2,022 -89%
CWAF
108
Core Wealth Advisors (Florida)
Florida
$5.81K – – –
AF
109
Allworth Financial
California
$5.79K +$1.36K +60 +32%
SL
110
Salomon & Ludwin
Virginia
$5.74K – – –
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$5.37K -$1.34M -58,993 -100%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$4.93K – – –
EWA
113
EverSource Wealth Advisors
Alabama
$4.37K – – –
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$3.76K +$204 +9 +6%
IRC
115
Investors Research Corp
Georgia
$3.65K – – –
NFSG
116
Newbridge Financial Services Group
Florida
$3.62K +$3.53K +156 New
PTC
117
Private Trust Company
Ohio
$3.49K – – –
SWM
118
Spire Wealth Management
Virginia
$2.95K – – –
RP
119
Rice Partnership
Hawaii
$2.32K +$2.26K +100 New
PA
120
Parallel Advisors
California
$2.12K – – –
Macquarie Group
121
Macquarie Group
Australia
$1.32K -$1.67M -73,809 -56%
DFA
122
DHJJ Financial Advisors
Illinois
$1.16K – – –
PCMC
123
Planning Capital Management Corporation
Pennsylvania
$1.12K +$1.09K +48 New
RG
124
Retirement Group
California
$720 – – –
RIL
125
Rothschild Investment LLC
Illinois
$343 – – –
2 3 4
5
6

REM Hedge Fund Activity: Q1 2024 in Review

127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q1 2024, worth a combined $187M — down 14% from $216M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of REM and 18 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 32 added.

The largest buyer was Wells Fargo, adding an estimated $8.32M. The largest seller was Morgan Stanley, cutting an estimated $22.6M.

  • 127 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q1 2024, down from 128 in Q4 2023.
  • Funds reported $187M of iShares Mortgage Real Estate ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 18 funds opened new iShares Mortgage Real Estate ETF positions in Q1 2024 and 19 closed out, a net change of -1 holder.
  • The largest iShares Mortgage Real Estate ETF buyer in Q1 2024 was Wells Fargo, an estimated $8.32M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2024.