iShares Mortgage Real Estate ETF
REM
128 hedge funds and large institutions have $216M invested in iShares Mortgage Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 16 closing their positions.
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
17% more capital invested
Capital invested by funds: $185M → $216M (+$30.8M)
4% more funds holding
Funds holding: 123 → 128 (+5)
3.26% more ownership
Funds ownership: 30.8% → 34.06% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 42
19% less call options, than puts
Call options by funds: $3.42M | Put options by funds: $4.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.5M |
| 2 |
BlackRock
New York
|
+$3.61M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$2.89M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.57M |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
FWL Investment Management
Dallas,
Texas
|
-$5.92M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.8M |
| 3 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
-$3.66M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.26M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.63M |
REM Hedge Fund Activity: Q4 2023 in Review
128 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q4 2023, worth a combined $216M — up 17% from $185M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new REM positions and 16 closed out — a net gain of 7 holders — while 38 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25.5M. The largest seller was FWL Investment Management, cutting an estimated $5.92M.
- 128 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q4 2023, up from 123 in Q3 2023.
- Funds reported $216M of iShares Mortgage Real Estate ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 23 funds opened new iShares Mortgage Real Estate ETF positions in Q4 2023 and 16 closed out, a net change of +7 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $25.5M added.
- The largest iShares Mortgage Real Estate ETF seller in Q4 2023 was FWL Investment Management, an estimated $5.92M sold.
Based on aggregated 13F filings for Q4 2023.