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iShares Mortgage Real Estate ETF
REM

148 hedge funds and large institutions have $284M invested in iShares Mortgage Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $4.41M | Put options by funds: $4.22M

6% less funds holding

Funds holding: 158 → 148 (-10)

7.85% less ownership

Funds ownership: 36.77% → 28.92% (-7.9%)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

40% less capital invested

Capital invested by funds: $470M → $284M (-$186M)

Holders
148
Holders Change
-10
Holders Change %
-6.33%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
42
Reduced
52
Closed
27
Calls
$4.41M
Puts
$4.22M
Net Calls
+$182K
Net Calls Change
-$5.24M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.55M
2
Macquarie Group
Macquarie Group
Australia
+$4.41M
3
ECM
Evergreen Capital Management
Washington
+$3.38M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$2.98M
5
Morgan Stanley
Morgan Stanley
New York
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$106M
2
AWS
AJ Wealth Strategies
New York
-$43.8M
3
Wells Fargo
Wells Fargo
California
-$7.13M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$5.41M
5
Man Group
Man Group
United Kingdom
-$5.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
126
Larson Financial Group
Missouri
$11K – – –
VCM
127
Versant Capital Management
Arizona
$10K -$2.93K -89 -23%
BWM
128
BerganKDV Wealth Management
Minnesota
$9K -$256K -7,761 -96%
ACK
129
Andrew C. Karlinski
$9K +$8.63K +262 New
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.66K – – –
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$33 +1 +0.4%
First Manhattan
132
First Manhattan
New York
$7K +$33 +1 +0.4%
AIP
133
Ahrens Investment Partners
Louisiana
$6K -$4.94K -150 -46%
AF
134
Allworth Financial
California
$6K +$6.22K +189 New
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$5K +$198 +6 +4%
AIC
136
Archer Investment Corporation
Indiana
$4.67K +$4.71K +143 New
Macquarie Group
137
Macquarie Group
Australia
$4.38K +$4.41M +133,983 New
NSIM
138
North Star Investment Management
Illinois
$4K – – –
SWM
139
Sugarloaf Wealth Management
Georgia
$4K – – –
BW
140
Bison Wealth
Georgia
$3K – – –
PA
141
Parallel Advisors
California
$3K – – –
QCG
142
Quadrant Capital Group
Ohio
$3K – – –
IRC
143
Investors Research Corp
Georgia
$2K +$1.25K +38 +165%
1IA
144
1834 Investment Advisors
Wisconsin
$1K – – –
RG
145
Retirement Group
California
$1K – – –
RCM
146
Raleigh Capital Management
North Carolina
$1K +$1.05K +32 New
AWMS
147
Advocacy Wealth Management Services
Georgia
$1K +$1.19K +36 New
WIM
148
Westside Investment Management
California
$2 – – –
Man Group
149
Man Group
United Kingdom
– -$5.01M -145,053 Closed
HF
150
HRT Financial
New York
– -$2.71M -78,624 Closed
3 4 5
6
7

REM Hedge Fund Activity: Q1 2022 in Review

148 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q1 2022, worth a combined $284M — down 40% from $470M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of REM and 21 opened new positions — a net loss of 6 holders — while 52 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $9.55M. The largest seller was Citigroup, cutting an estimated $106M.

  • 148 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q1 2022, down from 158 in Q4 2021.
  • Funds reported $284M of iShares Mortgage Real Estate ETF stock for Q1 2022, down 40% quarter-over-quarter.
  • 21 funds opened new iShares Mortgage Real Estate ETF positions in Q1 2022 and 27 closed out, a net change of -6 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q1 2022 was BlackRock, an estimated $9.55M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q1 2022 was Citigroup, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2022.