iShares Mortgage Real Estate ETF
REM
121 hedge funds and large institutions have $169M invested in iShares Mortgage Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 20 closing their positions.
0.55% more ownership
Funds ownership: 28.18% → 28.73% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 43
5% less funds holding
Funds holding: 127 → 121 (-6)
9% less capital invested
Capital invested by funds: $187M → $169M (-$17.1M)
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
63% less call options, than puts
Call options by funds: $2.9M | Put options by funds: $7.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$18.9M |
| 2 |
TPA
Trivium Point Advisory
Westport,
Connecticut
|
+$3.13M |
| 3 |
Two Sigma Investments
New York
|
+$2.65M |
| 4 |
Two Sigma Advisers
New York
|
+$1.52M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$18.5M |
| 2 |
BlackRock
New York
|
-$6.28M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$5.73M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$2.07M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.51M |
REM Hedge Fund Activity: Q2 2024 in Review
121 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q2 2024, worth a combined $169M — down 9.1% from $187M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of REM and 16 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 41 added.
The largest buyer was WNY Asset Management, opening a new position worth an estimated $18.9M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $18.5M sold.
- 121 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q2 2024, down from 127 in Q1 2024.
- Funds reported $169M of iShares Mortgage Real Estate ETF stock for Q2 2024, down 9.1% quarter-over-quarter.
- 16 funds opened new iShares Mortgage Real Estate ETF positions in Q2 2024 and 20 closed out, a net change of -4 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q2 2024 was WNY Asset Management, an estimated $18.9M added.
- The largest iShares Mortgage Real Estate ETF seller in Q2 2024 was SageView Advisory Group, an estimated $18.5M sold.
Based on aggregated 13F filings for Q2 2024.