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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
WP
101
WealthShield Partners
North Carolina
$23.7K
PS
102
Principal Securities
Iowa
$20.8K -$21.3K -907 -51%
SWM
103
Sanctuary Wealth Management
Idaho
$19.5K
NA
104
NewEdge Advisors
Louisiana
$17.2K +$117 +5 +0.7%
IA
105
IFP Advisors
Florida
$14.3K -$275K -11,694 -95%
OWP
106
ORG Wealth Partners
Texas
$14K +$13.8K +589 New
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K
JIP
108
Jaffetilchin Investment Partners
Florida
$12.3K +$12.2K +520 New
GRP
109
Global Retirement Partners
California
$10.7K +$70 +3 +0.7%
FWP
110
FAS Wealth Partners
Kansas
$9.58K +$211 +9 +2%
WSFS
111
Wilmington Savings Fund Society
Delaware
$8.9K +$8.81K +375 New
TWC
112
TD Waterhouse Canada
Ontario, Canada
$8.7K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$8.01K +$869 +37 +12%
AF
114
Allworth Financial
California
$5.98K +$23 +1 +0.4%
SL
115
Salomon & Ludwin
Virginia
$5.86K
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$5.03K
Jones Financial Companies
117
Jones Financial Companies
Missouri
$4.75K +$4.72K +201 New
AIM
118
Anchor Investment Management
South Carolina
$4.75K
EWA
119
EverSource Wealth Advisors
Alabama
$4.75K
IRC
120
Investors Research Corp
Georgia
$3.89K +$141 +6 +4%
PTC
121
Private Trust Company
Ohio
$3.56K
FFO
122
Fortitude Family Office
Arizona
$3.56K +$3.52K +150 New
OC
123
Oarsman Capital
Wisconsin
$3.25K +$3.22K +137 New
SWM
124
Spire Wealth Management
Virginia
$3.02K
PA
125
Parallel Advisors
California
$2.16K

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.