iShares Mortgage Real Estate ETF
REM
123 hedge funds and large institutions have $185M invested in iShares Mortgage Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 15 closing their positions.
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
4% more funds holding
Funds holding: 118 → 123 (+5)
0.47% more ownership
Funds ownership: 30.33% → 30.8% (+0.47%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $191M → $185M (-$5.79M)
14% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 37
33% less call options, than puts
Call options by funds: $4.5M | Put options by funds: $6.72M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.62M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.62M |
| 3 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$4.52M |
| 4 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
+$3.89M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.13M |
| 2 |
BlackRock
New York
|
-$5.8M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$4.72M |
| 4 |
Millennium Management
New York
|
-$2.46M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$2.03M |
REM Hedge Fund Activity: Q3 2023 in Review
123 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q3 2023, worth a combined $185M — down 3% from $191M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new REM positions and 15 closed out — a net gain of 6 holders — while 32 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.62M. The largest seller was Goldman Sachs, cutting an estimated $7.13M.
- 123 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q3 2023, up from 118 in Q2 2023.
- Funds reported $185M of iShares Mortgage Real Estate ETF stock for Q3 2023, down 3% quarter-over-quarter.
- 21 funds opened new iShares Mortgage Real Estate ETF positions in Q3 2023 and 15 closed out, a net change of +6 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q3 2023 was Morgan Stanley, an estimated $5.62M added.
- The largest iShares Mortgage Real Estate ETF seller in Q3 2023 was Goldman Sachs, an estimated $7.13M sold.
Based on aggregated 13F filings for Q3 2023.