iShares Mortgage Real Estate ETF
REM
118 hedge funds and large institutions have $191M invested in iShares Mortgage Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 19 closing their positions.
5% more capital invested
Capital invested by funds: $182M → $191M (+$9.23M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
0.33% less ownership
Funds ownership: 30.66% → 30.33% (-0.33%)
1% less funds holding
Funds holding: 119 → 118 (-1)
10% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 39
58% less call options, than puts
Call options by funds: $8.42M | Put options by funds: $20M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$7.4M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$4.38M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$1.88M |
| 4 |
Millennium Management
New York
|
+$1.48M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.93M |
| 2 |
Citigroup
New York
|
-$3.68M |
| 3 |
Morgan Stanley
New York
|
-$3.34M |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$2.86M |
| 5 |
CM
Caption Management
Oklahoma City,
Oklahoma
|
-$2.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Marshall Wace
London,
United Kingdom
| – | -$498K | -22,800 | Closed |
|
127
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$437K | -20,000 | Closed |
|
|
SIM
128
Seaview Investment Managers
Miami,
Florida
| – | -$223K | -10,206 | Closed |
|
|
AWA
129
Arete Wealth Advisors
Chicago,
Illinois
| – | -$629K | -8,905 | Closed |
|
|
ASN
130
Advisory Services Network
Atlanta,
Georgia
| – | -$130K | -5,964 | Closed |
|
|
BAM
131
Belpointe Asset Management
Reno,
Nevada
| – | -$103K | -4,694 | Closed |
|
|
FRA
132
Front Row Advisors
Tiburon,
California
| – | -$27K | -1,250 | Closed |
|
|
AWM
133
Accel Wealth Management
Waverly,
Iowa
| – | -$18.6K | -850 | Closed |
|
|
CG
134
Cutler Group
San Francisco,
California
| – | -$17.5K | -800 | Closed |
|
|
LFG
135
Larson Financial Group
St Louis,
Missouri
| – | -$7.32K | -335 | Closed |
|
|
NSIM
136
North Star Investment Management
Chicago,
Illinois
| – | -$2.73K | -125 | Closed |
|
|
QCG
137
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$1.9K | -87 | Closed |
|
REM Hedge Fund Activity: Q2 2023 in Review
118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q2 2023, worth a combined $191M — up 5.1% from $182M a quarter earlier.
Fund positioning in REM was balanced in Q2 2023: 19 funds opened new positions, 19 closed out, 35 added to existing stakes and 39 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $7.4M. The largest seller was Jane Street, exiting entirely with an estimated $5.93M sold.
- 118 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q2 2023, down from 119 in Q1 2023.
- Funds reported $191M of iShares Mortgage Real Estate ETF stock for Q2 2023, up 5.1% quarter-over-quarter.
- 19 funds opened new iShares Mortgage Real Estate ETF positions in Q2 2023 and 19 closed out, a net change of 0 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q2 2023 was Goldman Sachs, an estimated $7.4M added.
- The largest iShares Mortgage Real Estate ETF seller in Q2 2023 was Jane Street, an estimated $5.93M sold.
Based on aggregated 13F filings for Q2 2023.