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iShares Mortgage Real Estate ETF (REM) Institutional Ownership

iShares Mortgage Real Estate ETF logo
$22.00 +0.04 (+0.18%)
As of 01/21/2025

Institutional Ownership Changes (13F Filings) for iShares Mortgage Real Estate ETF (BATS:REM)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$39.71M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.30M
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REM Institutional Buying and Selling by Quarter

iShares Mortgage Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC59,281$1.27M0.0%+12.9%0.220%
1/15/2025 Wealthcare Advisory Partners LLC33,690$719K0.0%-11.7%0.125%
1/14/2025 Park Avenue Securities LLC17,868$381K0.0%-34.9%0.066%
1/13/2025 Future Financial Wealth Managment LLC9,900$211K0.2%-23.3%0.037%
1/13/2025 Mid American Wealth Advisory Group Inc.172,918$3.69M2.2%-3.7%0.643%
1/13/2025 Capital Investment Advisors LLC55,937$1.19M0.0%-18.9%0.208%
1/13/2025 Brookstone Capital Management28,709$613K0.0%-10.5%0.107%
12/26/2024JPMorgan Chase & Co.31,311$743K0.0%+14.9%0.116%
11/19/2024Invst LLC21,948$521K0.1%-11.7%0.082%
11/15/2024MML Investors Services LLC88,097$2.09M0.0%+11.1%0.327%
11/15/2024Jane Street Group LLC15,494$368K0.0%N/A0.058%
11/15/2024Stifel Financial Corp15,761$374K0.0%+24.3%0.059%
11/15/2024IHT Wealth Management LLC49,706$1.18M0.0%-3.8%0.185%
11/14/2024Rockefeller Capital Management L.P.11,495$273K0.0%N/A0.043%
11/13/2024BNP Paribas Financial Markets255,000$6.05M0.0%N/A0.948%
11/7/2024Napa Wealth Management37,656$894K0.4%+23.5%0.140%
11/7/2024Drive Wealth Management LLC42,194$1.00M0.3%+25.4%0.157%
11/7/2024Thrivent Financial for Lutherans83,724$1.99M0.0%+24.2%0.311%
11/6/2024Mount Lucas Management LP113,160$2.69M0.9%+12.6%0.421%
11/5/2024Harbour Investments Inc.72,395$1.72M0.1%+3.0%0.269%
11/4/2024Baker Avenue Asset Management LP38,252$908K0.0%N/A0.142%
10/30/2024Clarity Financial LLC109,593$2.60M0.3%+680.8%0.407%
10/30/2024AlphaCentric Advisors LLC14,926$354K0.3%+5.3%0.055%
10/29/2024 Janney Montgomery Scott LLC52,497$1.25M0.0%+10.8%0.195%
10/29/2024Farther Finance Advisors LLC1,210$29K0.0%N/A0.004%
10/25/2024Barry Investment Advisors LLC141,491$3.36M1.0%+0.8%0.526%
10/22/2024Private Advisor Group LLC48,869$1.16M0.0%+144.8%0.182%
10/19/2024Allspring Global Investments Holdings LLC16,100$382K0.0%+25.8%0.060%
10/18/2024Raymond James & Associates115,171$2.73M0.0%+78.5%0.428%
10/18/2024 Capital Investment Advisors LLC68,970$1.64M0.0%-0.8%0.256%
10/15/2024NBC Securities Inc.11,792$279K0.0%+25.4%0.044%
10/8/2024CWM LLC2,644$63K0.0%-27.8%0.010%
10/8/2024 Brookstone Capital Management32,093$762K0.0%-12.4%0.119%
10/2/2024 Mid American Wealth Advisory Group Inc.179,484$4.26M2.7%-7.1%0.667%
8/16/2024Invst LLC24,869$545K0.1%-22.7%0.092%
8/16/2024Northwestern Mutual Wealth Management Co.16,086$356K0.0%+7.3%0.060%
8/13/2024Thrivent Financial for Lutherans67,412$1.49M0.0%-1.4%0.251%
8/13/2024AE Wealth Management LLC29,859$662K0.0%-2.2%0.111%
8/13/2024Bridges Investment Management Inc.47,005$1.04M0.0%+21.1%0.175%
8/8/2024Envestnet Asset Management Inc.433,741$9.61M0.0%+3.7%1.612%
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8/7/2024Seaview Investment Managers LLC11,557$256K0.1%+9.4%0.043%
8/7/2024Bright Futures Wealth Management LLC.13,438$310K0.1%+44.1%0.050%
8/7/2024Choreo LLC81,146$1.78M0.0%-1.1%0.302%
8/6/2024First Foundation Advisors50,677$1.12M0.0%-4.7%0.188%
8/6/2024Mount Lucas Management LP100,483$2.23M0.6%-14.1%0.374%
8/5/2024BBR Partners LLC25,000$554K0.0%+66.7%0.093%
8/2/2024VisionPoint Advisory Group LLC220,630$4.89M1.7%-8.2%0.820%
8/1/2024Drive Wealth Management LLC33,651$746K0.2%-51.4%0.125%
7/31/2024Commonwealth Equity Services LLC17,402$386K0.0%-4.8%0.065%
7/26/2024Harbour Investments Inc.70,259$1.56M0.1%+1.8%0.261%
7/26/2024Allspring Global Investments Holdings LLC12,800$284K0.0%N/A0.048%
7/26/2024AlphaCentric Advisors LLC14,181$314K0.2%-11.1%0.053%
7/19/2024Raymond James & Associates64,529$1.43M0.0%+486.7%0.240%
7/19/2024Sumitomo Mitsui Trust Holdings Inc.31,762$704K0.0%-6.3%0.118%
7/18/2024 Brookstone Capital Management36,644$889K0.0%-9.0%0.136%
7/15/2024RFG Advisory LLC9,097$202K0.0%N/A0.034%
7/12/2024 Capital Investment Advisors LLC69,548$1.54M0.0%-1.3%0.259%
7/10/2024 Mid American Wealth Advisory Group Inc.193,234$4.28M2.7%-2.6%0.718%
7/9/2024 Park Avenue Securities LLC27,167$602K0.0%+4.5%0.101%
7/9/2024Mather Group LLC.1,660$39K0.0%N/A0.006%
6/28/2024Bright Futures Wealth Management LLC.9,328$205K0.1%N/A0.035%
5/24/2024Invst LLC32,166$737K0.1%-19.5%0.120%
5/17/2024Comerica Bank16,957$394K0.0%+41.7%0.063%
5/13/2024Safeguard Investment Advisory Group LLC17,712$412K0.1%-25.8%0.066%
5/11/2024Cynosure Group LLC69,858$1.62M0.3%+6.3%0.260%
5/10/2024First Foundation Advisors53,204$1.24M0.0%-29.8%0.198%
5/9/2024SageView Advisory Group LLC205,802$4.78M0.2%N/A0.765%
5/8/2024Avantax Advisory Services Inc.11,343$264K0.0%N/A0.042%
5/2/2024Choreo LLC82,055$1.91M0.0%-10.1%0.305%
5/1/2024 Janney Montgomery Scott LLC44,816$1.04M0.0%+23.6%0.167%
5/1/2024BNP Paribas Financial Markets246,500$5.73M0.0%+4,108,233.3%0.916%
4/30/2024Private Advisor Group LLC41,586$966K0.0%+7.2%0.154%
4/25/2024Bridges Investment Management Inc.38,817$902K0.0%+20.6%0.144%
4/25/2024Triumph Capital Management11,290$259K0.1%N/A0.042%
4/23/2024Bfsg LLC1,414$33K0.0%N/A0.005%
4/22/2024Drive Wealth Management LLC69,257$1.61M0.5%N/A0.257%
4/22/2024 BTS Asset Management Inc.3,772$88K0.1%N/A0.014%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.33,900$788K0.0%-3.7%0.126%
4/18/2024Barry Investment Advisors LLC140,802$3.27M1.1%+0.8%0.521%
4/15/2024 Wealthcare Advisory Partners LLC39,550$919K0.0%+14.8%0.146%
4/15/2024Clarity Financial LLC11,689$272K0.0%-10.4%0.043%
4/15/2024 Brookstone Capital Management40,250$935K0.0%-6.6%0.149%
4/10/2024 Park Avenue Securities LLC26,004$604K0.0%-43.3%0.092%
4/8/2024 Mid American Wealth Advisory Group Inc.198,373$4.61M3.1%+13.3%0.705%
4/5/2024NBC Securities Inc.9,032$219K0.0%+20.7%0.032%
2/15/2024Clear Street Markets LLC17,800$420K0.0%+187.1%0.063%
2/13/2024Copperwynd Financial LLC80,310$1.90M0.8%N/A0.285%
2/9/2024AXS Investments LLC35,000$826K0.2%N/A0.124%
2/9/2024Barry Investment Advisors LLC139,669$3.30M1.1%+7.2%0.496%
2/9/2024CreativeOne Wealth LLC12,652$298K0.0%N/A0.045%
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2/9/2024Wells Fargo & Company MN354,205$8.36M0.0%+24.7%1.258%
2/8/2024 Janney Montgomery Scott LLC36,264$855K0.0%N/A0.129%
2/7/2024Invst LLC39,966$887K0.1%-35.4%0.142%
2/7/2024Strategic Advocates LLC12,438$293K0.1%-26.7%0.044%
2/7/2024NBC Securities Inc.7,482$176K0.0%+24.0%0.027%
2/7/2024 Mid American Wealth Advisory Group Inc.175,074$4.13M2.8%-7.9%0.622%
2/7/2024VisionPoint Advisory Group LLC309,319$7.30M2.7%-21.2%1.099%
2/7/2024Mount Lucas Management LP110,089$2.60M0.7%+2.5%0.391%
2/7/2024Principal Securities Inc.1,120$26K0.0%N/A0.004%
2/6/2024Private Advisor Group LLC38,800$915K0.0%+2.3%0.138%
(Data available from 1/1/2016 forward)

REM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of REM shares?

During the previous two years, 114 institutional investors and hedge funds held shares of iShares Mortgage Real Estate ETF. The most heavily invested institutionals were LPL Financial LLC ($13.17M), Cornerstone Wealth Group LLC ($11.18M), FWL Investment Management LLC ($10.06M), Envestnet Asset Management Inc. ($9.61M), Wells Fargo & Company MN ($8.36M), BNP Paribas Financial Markets ($6.05M), and VisionPoint Advisory Group LLC ($4.89M).Learn more on REM's institutional investors.

Which institutional investors have been buying iShares Mortgage Real Estate ETF stock?

Of the 88 institutional investors that purchased iShares Mortgage Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BNP Paribas Financial Markets ($501.49K), Cornerstone Wealth Group LLC ($492.55K), FWL Investment Management LLC ($402.42K), Mid American Wealth Advisory Group Inc. ($213.48K), SageView Advisory Group LLC ($205.80K), BNP Paribas Arbitrage SNC ($200K), and AE Wealth Management LLC ($195.75K).

How much institutional buying is happening at iShares Mortgage Real Estate ETF?

Institutional investors have bought a total of 5,073,043 shares in the last 24 months. This purchase volume represents approximately $116.27M in transactions.

Which iShares Mortgage Real Estate ETF major shareholders have been selling company stock?

Of the 52 institutional investors that sold iShares Mortgage Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flaharty Asset Management LLC ($503.69K), Simplex Trading LLC ($179.43K), VisionPoint Advisory Group LLC ($121.84K), Mackenzie Financial Corp ($117.42K), Citigroup Inc. ($85.11K), Brookstone Capital Management ($57.41K), and AE Wealth Management LLC ($46.34K).

How much institutional selling is happening at iShares Mortgage Real Estate ETF?

Institutional investors have sold a total of 1,648,882 shares in the last 24 months. This volume of shares sold represents approximately $37.47M in transactions.



This page (BATS:REM) was last updated on 1/22/2025 by MarketBeat.com Staff
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