iShares Mortgage Real Estate ETF
REM
127 hedge funds and large institutions have $187M invested in iShares Mortgage Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 19 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 128 → 127 (-1)
5% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 19
5.88% less ownership
Funds ownership: 34.06% → 28.18% (-5.9%)
14% less capital invested
Capital invested by funds: $216M → $187M (-$29.6M)
25% less call options, than puts
Call options by funds: $5.52M | Put options by funds: $7.34M
35% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$8.32M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$5.58M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$4.66M |
| 4 |
DWM
Drive Wealth Management
Lehi,
Utah
|
+$1.57M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$881K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$22.6M |
| 2 |
BlackRock
New York
|
-$6.18M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.62M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.92M |
| 5 |
FIM
FWL Investment Management
Dallas,
Texas
|
-$3.54M |
REM Hedge Fund Activity: Q1 2024 in Review
127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q1 2024, worth a combined $187M — down 14% from $216M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of REM and 18 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 32 added.
The largest buyer was Wells Fargo, adding an estimated $8.32M. The largest seller was Morgan Stanley, cutting an estimated $22.6M.
- 127 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q1 2024, down from 128 in Q4 2023.
- Funds reported $187M of iShares Mortgage Real Estate ETF stock for Q1 2024, down 14% quarter-over-quarter.
- 18 funds opened new iShares Mortgage Real Estate ETF positions in Q1 2024 and 19 closed out, a net change of -1 holder.
- The largest iShares Mortgage Real Estate ETF buyer in Q1 2024 was Wells Fargo, an estimated $8.32M added.
- The largest iShares Mortgage Real Estate ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.6M sold.
Based on aggregated 13F filings for Q1 2024.