iShares Mortgage Real Estate ETF
REM
124 hedge funds and large institutions have $167M invested in iShares Mortgage Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 16 closing their positions.
3% less funds holding
Funds holding: 128 → 124 (-4)
4.85% less ownership
Funds ownership: 33.8% → 28.95% (-4.9%)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
15% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 48
27% less capital invested
Capital invested by funds: $227M → $167M (-$60.2M)
79% less call options, than puts
Call options by funds: $2.47M | Put options by funds: $11.7M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.78M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.99M |
| 3 |
CF
Clarity Financial
Houston,
Texas
|
+$2.26M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.62M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$19.7M |
| 2 |
Morgan Stanley
New York
|
-$11.6M |
| 3 |
Two Sigma Investments
New York
|
-$7.6M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$6.85M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$3.33M |
REM Hedge Fund Activity: Q4 2024 in Review
124 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q4 2024, worth a combined $167M — down 27% from $227M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of REM and 14 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 41 added.
The largest buyer was Wells Fargo, adding an estimated $5.78M. The largest seller was WNY Asset Management, exiting entirely with an estimated $19.7M sold.
- 124 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q4 2024, down from 128 in Q3 2024.
- Funds reported $167M of iShares Mortgage Real Estate ETF stock for Q4 2024, down 27% quarter-over-quarter.
- 14 funds opened new iShares Mortgage Real Estate ETF positions in Q4 2024 and 16 closed out, a net change of -2 holders.
- The largest iShares Mortgage Real Estate ETF buyer in Q4 2024 was Wells Fargo, an estimated $5.78M added.
- The largest iShares Mortgage Real Estate ETF seller in Q4 2024 was WNY Asset Management, an estimated $19.7M sold.
Based on aggregated 13F filings for Q4 2024.