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iShares Mortgage Real Estate ETF
REM

111 hedge funds and large institutions have $157M invested in iShares Mortgage Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0.11% more ownership

Funds ownership: 27.84% → 27.96% (+0.11%)

13% less funds holding

Funds holding: 128 → 111 (-17)

22% less capital invested

Capital invested by funds: $200M → $157M (-$43.2M)

53% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 32

65% less call options, than puts

Call options by funds: $2.33M | Put options by funds: $6.76M

Holders
111
Holders Change
-17
Holders Change %
-13.28%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
33
Closed
32
Calls
$2.33M
Puts
$6.76M
Net Calls
-$4.43M
Net Calls Change
-$3.41M

Top Buyers

1
Citigroup
Citigroup
New York
+$6.75M
2
BlackRock
BlackRock
New York
+$4.26M
3
LPL Financial
LPL Financial
California
+$3.51M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.51M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$7.01M
2
Bank of America
Bank of America
North Carolina
-$4.39M
3
CAN
Cetera Advisor Networks
California
-$3.23M
4
Macquarie Group
Macquarie Group
Australia
-$2.23M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
126
Oppenheimer & Co
New York
– -$208K -7,795 Closed
CI
127
CX Institutional
Indiana
– -$90K -3,363 Closed
PMFA
128
Plante Moran Financial Advisors
Michigan
– -$56K -2,100 Closed
CSB
129
City State Bank
Iowa
– -$41K -1,535 Closed
PO
130
Private Ocean
California
– -$38K -1,430 Closed
GWM
131
Geneos Wealth Management
Colorado
– -$19K -700 Closed
VVP
132
Venture Visionary Partners
Ohio
– -$13.4K -500 Closed
BWP
133
Baldwin Wealth Partners
Massachusetts
– -$10K -372 Closed
SCA
134
Stonebridge Capital Advisors
Minnesota
– -$9K -337 Closed
VCM
135
Versant Capital Management
Arizona
– -$8K -294 Closed
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
– -$8K -290 Closed
MFA
137
Morling Financial Advisors
California
– -$7K -268 Closed
SFC
138
SYM Financial Corp
Indiana
– -$6K -220 Closed
SWM
139
Sugarloaf Wealth Management
Georgia
– -$3K -118 Closed
BW
140
Bison Wealth
Georgia
– -$2K -79 Closed
2 3 4 5
6

REM Hedge Fund Activity: Q3 2022 in Review

111 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q3 2022, worth a combined $157M — down 22% from $200M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of REM and 15 opened new positions — a net loss of 17 holders — while 33 trimmed existing stakes and 35 added.

The largest buyer was Citigroup, adding an estimated $6.75M. The largest seller was JP Morgan Chase, cutting an estimated $7.01M.

  • 111 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q3 2022, down from 128 in Q2 2022.
  • Funds reported $157M of iShares Mortgage Real Estate ETF stock for Q3 2022, down 22% quarter-over-quarter.
  • 15 funds opened new iShares Mortgage Real Estate ETF positions in Q3 2022 and 32 closed out, a net change of -17 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q3 2022 was Citigroup, an estimated $6.75M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q3 2022 was JP Morgan Chase, an estimated $7.01M sold.

Based on aggregated 13F filings for Q3 2022.