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iShares Mortgage Real Estate ETF (REM) Institutional Ownership

iShares Mortgage Real Estate ETF logo
$21.44 +0.40 (+1.90%)
(As of 12/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Mortgage Real Estate ETF (BATS:REM)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$39.57M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$8.94M
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REM Institutional Buying and Selling by Quarter

iShares Mortgage Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Invst LLC21,948$521K0.1%-11.7%0.082%
11/15/2024 MML Investors Services LLC88,097$2.09M0.0%+11.1%0.327%
11/15/2024 Jane Street Group LLC15,494$368K0.0%N/A0.058%
11/15/2024 Stifel Financial Corp15,761$374K0.0%+24.3%0.059%
11/15/2024 IHT Wealth Management LLC49,706$1.18M0.0%-3.8%0.185%
11/14/2024 Rockefeller Capital Management L.P.11,495$273K0.0%N/A0.043%
11/13/2024 BNP Paribas Financial Markets255,000$6.05M0.0%N/A0.948%
11/7/2024 Napa Wealth Management37,656$894K0.4%+23.5%0.140%
11/7/2024 Drive Wealth Management LLC42,194$1.00M0.3%+25.4%0.157%
11/7/2024 Thrivent Financial for Lutherans83,724$1.99M0.0%+24.2%0.311%
11/6/2024 Mount Lucas Management LP113,160$2.69M0.9%+12.6%0.421%
11/5/2024 Harbour Investments Inc.72,395$1.72M0.1%+3.0%0.269%
11/4/2024 Baker Avenue Asset Management LP38,252$908K0.0%N/A0.142%
10/30/2024 Clarity Financial LLC109,593$2.60M0.3%+680.8%0.407%
10/30/2024 AlphaCentric Advisors LLC14,926$354K0.3%+5.3%0.055%
10/29/2024 Janney Montgomery Scott LLC52,497$1.25M0.0%+10.8%0.195%
10/29/2024 Farther Finance Advisors LLC1,210$29K0.0%N/A0.004%
10/25/2024 Barry Investment Advisors LLC141,491$3.36M1.0%+0.8%0.526%
10/22/2024 Private Advisor Group LLC48,869$1.16M0.0%+144.8%0.182%
10/19/2024 Allspring Global Investments Holdings LLC16,100$382K0.0%+25.8%0.060%
10/18/2024Raymond James & Associates115,171$2.73M0.0%+78.5%0.428%
10/18/2024Capital Investment Advisors LLC68,970$1.64M0.0%-0.8%0.256%
10/15/2024 NBC Securities Inc.11,792$279K0.0%+25.4%0.044%
10/8/2024 CWM 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%
8/16/2024 Invst LLC24,869$545K0.1%-22.7%0.092%
8/16/2024 Northwestern Mutual Wealth Management Co.16,086$356K0.0%+7.3%0.060%
8/13/2024 Thrivent Financial for Lutherans67,412$1.49M0.0%-1.4%0.251%
8/13/2024 AE Wealth Management LLC29,859$662K0.0%-2.2%0.111%
8/13/2024 Bridges Investment Management Inc.47,005$1.04M0.0%+21.1%0.175%
8/8/2024 Envestnet Asset Management Inc.433,741$9.61M0.0%+3.7%1.612%
8/7/2024 Seaview Investment Managers LLC11,557$256K0.1%+9.4%0.043%
8/7/2024 Bright Futures Wealth Management LLC.13,438$310K0.1%+44.1%0.050%
8/7/2024 Choreo LLC81,146$1.78M0.0%-1.1%0.302%
8/6/2024 First Foundation Advisors50,677$1.12M0.0%-4.7%0.188%
8/6/2024 Mount Lucas Management LP100,483$2.23M0.6%-14.1%0.374%
8/5/2024 BBR Partners LLC25,000$554K0.0%+66.7%0.093%
8/2/2024 VisionPoint Advisory Group LLC220,630$4.89M1.7%-8.2%0.820%
8/1/2024 Drive Wealth Management LLC33,651$746K0.2%-51.4%0.125%
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7/31/2024Commonwealth Equity Services LLC17,402$386K0.0%-4.8%0.065%
7/26/2024 Harbour Investments Inc.70,259$1.56M0.1%+1.8%0.261%
7/26/2024 Allspring Global Investments Holdings LLC12,800$284K0.0%N/A0.048%
7/26/2024 AlphaCentric Advisors LLC14,181$314K0.2%-11.1%0.053%
7/19/2024Raymond James & Associates64,529$1.43M0.0%+486.7%0.240%
7/19/2024 Sumitomo 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%
7/12/2024Capital 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%
7/9/2024 Mather Group LLC.1,660$39K0.0%N/A0.006%
6/28/2024 Bright Futures Wealth Management LLC.9,328$205K0.1%N/A0.035%
5/24/2024 Invst LLC32,166$737K0.1%-19.5%0.120%
5/17/2024 Comerica Bank16,957$394K0.0%+41.7%0.063%
5/13/2024 Safeguard Investment Advisory Group LLC17,712$412K0.1%-25.8%0.066%
5/11/2024 Cynosure Group LLC69,858$1.62M0.3%+6.3%0.260%
5/10/2024 First Foundation Advisors53,204$1.24M0.0%-29.8%0.198%
5/9/2024 SageView Advisory Group LLC205,802$4.78M0.2%N/A0.765%
5/8/2024 Avantax Advisory Services Inc.11,343$264K0.0%N/A0.042%
5/2/2024 Choreo LLC82,055$1.91M0.0%-10.1%0.305%
5/1/2024 Janney Montgomery Scott LLC44,816$1.04M0.0%+23.6%0.167%
5/1/2024 BNP Paribas Financial Markets246,500$5.73M0.0%+4,108,233.3%0.916%
4/30/2024 Private Advisor Group LLC41,586$966K0.0%+7.2%0.154%
4/25/2024 Bridges Investment Management Inc.38,817$902K0.0%+20.6%0.144%
4/25/2024Triumph Capital Management11,290$259K0.1%N/A0.042%
4/23/2024 Bfsg LLC1,414$33K0.0%N/A0.005%
4/22/2024 Drive Wealth Management LLC69,257$1.61M0.5%N/A0.257%
4/22/2024 BTS Asset Management Inc.3,772$88K0.1%N/A0.014%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.33,900$788K0.0%-3.7%0.126%
4/18/2024 Barry 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%
4/15/2024 Clarity 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%
4/5/2024 NBC Securities Inc.9,032$219K0.0%+20.7%0.032%
2/15/2024 Clear Street Markets LLC17,800$420K0.0%+187.1%0.063%
2/13/2024 Copperwynd Financial LLC80,310$1.90M0.8%N/A0.285%
2/9/2024 AXS Investments LLC35,000$826K0.2%N/A0.124%
2/9/2024 Barry Investment Advisors LLC139,669$3.30M1.1%+7.2%0.496%
2/9/2024 CreativeOne Wealth LLC12,652$298K0.0%N/A0.045%
2/9/2024 Wells Fargo & Company MN354,205$8.36M0.0%+24.7%1.258%
2/8/2024 Janney Montgomery Scott LLC36,264$855K0.0%N/A0.129%
2/7/2024 Invst LLC39,966$887K0.1%-35.4%0.142%
2/7/2024Strategic Advocates LLC12,438$293K0.1%-26.7%0.044%
2/7/2024 NBC 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%
2/7/2024 VisionPoint Advisory Group LLC309,319$7.30M2.7%-21.2%1.099%
2/7/2024 Mount Lucas Management LP110,089$2.60M0.7%+2.5%0.391%
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2/7/2024 Principal Securities Inc.1,120$26K0.0%N/A0.004%
2/6/2024 Private Advisor Group LLC38,800$915K0.0%+2.3%0.138%
2/6/2024 Wealthcare Advisory Partners LLC34,456$813K0.0%-4.0%0.122%
2/6/2024 Seaview Investment Managers LLC13,308$314K0.1%N/A0.047%
2/5/2024 Kestra Private Wealth Services LLC9,104$215K0.0%N/A0.032%
2/5/2024 Mid American Wealth Advisory Group Inc.185,246$4.16M2.9%-2.6%0.658%
2/5/2024 Choreo LLC91,241$2.15M0.1%N/A0.324%
2/2/2024 Simplex Trading LLC11,118$262K0.0%-77.0%0.039%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.35,208$831K0.0%-2.3%0.125%
1/29/2024 ORG Partners LLC2,041$48K0.0%N/A0.007%
(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, 115 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 90 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 5,231,604 shares in the last 24 months. This purchase volume represents approximately $119.88M 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 ($62.24K), 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 1,625,050 shares in the last 24 months. This volume of shares sold represents approximately $37.00M in transactions.


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This page (BATS:REM) was last updated on 12/22/2024 by MarketBeat.com Staff
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