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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$11.5M |
| 2 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
+$10.9M |
| 3 |
FIM
FWL Investment Management
Dallas,
Texas
|
+$9.05M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.02M |
| 5 |
BlackRock
New York
|
+$7.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$11.7M |
| 2 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$4.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.21M |
| 5 |
Citigroup
New York
|
-$1.97M |
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.