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iShares Mortgage Real Estate ETF (REM) Institutional Ownership

iShares Mortgage Real Estate ETF logo
$23.19 -0.23 (-0.98%)
As of 02/21/2025

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

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$51.17M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$13.75M
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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
2/19/2025 Invst LLC19,409$414K0.1%-11.6%0.072%
2/18/2025 Alpine Global Management LLC17,445$372K0.1%N/A0.065%
2/17/2025 Safeguard Investment Advisory Group LLC9,793$209K0.1%-20.7%0.036%
2/17/2025 Man Group plc189,521$4.05M0.0%-13.4%0.705%
2/17/2025 Napa Wealth Management26,383$563K0.2%-29.9%0.098%
2/17/2025 Millennium Management LLC14,934$319K0.0%-13.5%0.056%
2/17/2025 FWL Investment Management LLC13,062$279K0.1%+1,031.9%0.049%
2/17/2025 Cetera Investment Advisers21,358$456K0.0%-10.0%0.079%
2/17/2025 Captrust Financial Advisors31,595$675K0.0%-23.9%0.117%
2/17/2025 Baker Avenue Asset Management LP38,760$828K0.0%+1.3%0.144%
2/17/2025 Bank of America Corp DE509,149$10.87M0.0%-17.0%1.893%
2/17/2025 BNP Paribas Financial Markets108,000$2.31M0.0%-57.6%0.401%
2/17/2025 Ameriprise Financial Inc.423,349$9.04M0.0%+45.2%1.574%
2/14/2025 Comerica Bank17,850$381K0.0%+3.7%0.066%
2/14/2025 Schonfeld Strategic Advisors LLC23,310$498K0.0%N/A0.087%
2/14/2025 Two Sigma Securities LLC12,166$260K0.0%+41.0%0.045%
2/14/2025 Alpine Global Management LLC17,445$372K0.1%N/A0.065%
2/14/2025 IHT Wealth Management LLC51,993$1.11M0.0%+4.6%0.193%
2/14/2025 Tower Research Capital LLC TRC 78,981$1.69M0.0%+300.0%0.294%
2/14/2025 Transce3nd LLC59,454$1.27M0.4%N/A0.221%
2/14/2025 MML Investors Services LLC102,249$2.18M0.0%+16.1%0.380%
2/13/2025 CreativeOne Wealth LLC14,490$309K0.0%+10.2%0.054%
2/13/2025 Raymond James Financial Inc.23,917$511K0.0%N/A0.089%
2/13/2025 Sumitomo Mitsui Financial Group Inc.14,223$304K0.0%+18.1%0.053%
2/13/2025 Envestnet Asset Management Inc.478,667$10.22M0.0%+5.4%1.779%
2/13/2025 Wells Fargo & Company MN1,088,306$23.24M0.0%+30.6%4.046%
2/12/2025 Cynosure Group LLC99,233$2.12M0.3%+1.3%0.369%
2/12/2025 Prevail Innovative Wealth Advisors LLC57,305$1.22M0.4%N/A0.213%
2/12/2025 JPMorgan Chase & Co.37,347$797K0.0%+19.3%0.139%
2/11/2025 LPL Financial LLC188,607$4.03M0.0%-1.7%0.701%
2/11/2025 Simplex Trading LLC22,271$475K0.0%+58.7%0.083%
2/10/2025 Thrivent Financial for Lutherans74,117$1.61M0.0%-11.5%0.276%
2/10/2025 Harbour Investments Inc.74,015$1.58M0.0%+2.2%0.275%
2/10/2025 Commonwealth Equity Services LLC16,296$348K0.0%-5.0%0.061%
2/10/2025 Avantax Advisory Services Inc.25,042$535K0.0%+32.3%0.093%
2/7/2025 Cascade Financial Partners LLC19,250$411K0.1%+27.0%0.072%
2/7/2025 Mount Lucas Management LP66,284$1.42M0.5%-41.4%0.246%
2/6/2025 Raymond James Financial Inc.23,917$511K0.0%N/A0.089%
2/5/2025 Bridges Investment Management Inc.47,668$1.02M0.0%+1.4%0.177%
2/4/2025 IFP Advisors Inc1,686$36K0.0%+179.6%0.006%
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2/3/2025 VisionPoint Advisory Group LLC201,344$4.32M1.5%-9.6%0.748%
2/3/2025 Advyzon Investment Management LLC13,796$295K0.1%N/A0.051%
2/3/2025 Private Advisor Group LLC52,252$1.12M0.0%+6.9%0.194%
1/31/2025 Robinson Capital Management LLC24,837$531K0.2%+25.2%0.092%
1/31/2025 AlphaCentric Advisors LLC8,685$185K0.2%-41.8%0.032%
1/31/2025 J.W. Cole Advisors Inc.10,093$215K0.0%N/A0.038%
1/29/2025 Allspring Global Investments Holdings LLC27,000$576K0.0%+67.7%0.100%
1/27/2025 Silver Oak Securities Incorporated14,865$312K0.0%N/A0.055%
1/24/2025 Symphony Financial Ltd. Co.12,715$280K0.0%-4.2%0.047%
1/23/2025 Clarity Financial LLC209,292$4.47M0.5%+91.0%0.778%
1/23/2025 Manning & Napier Advisors LLC36,797$786K0.0%-8.1%0.137%
1/23/2025 Barry Investment Advisors LLC142,732$3.05M1.0%+0.9%0.531%
1/22/2025 Drive Wealth Management LLC99,396$2.12M0.5%+135.6%0.370%
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%
12/26/2024 JPMorgan Chase & Co.31,311$743K0.0%+14.9%0.116%
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%
10/18/2024 Capital 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%
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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%
(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, 125 institutional investors and hedge funds held shares of iShares Mortgage Real Estate ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($23.24M), Bank of America Corp DE ($10.87M), Envestnet Asset Management Inc. ($10.22M), Ameriprise Financial Inc. ($9.04M), SageView Advisory Group LLC ($4.78M), BNP Paribas Arbitrage SNC ($4.72M), and Osaic Holdings Inc. ($4.58M).Learn more on REM's institutional investors.

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

Of the 96 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), Wells Fargo & Company MN ($325.00K), Mid American Wealth Advisory Group Inc. ($213.48K), Clarity Financial LLC ($209.23K), 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 4,460,418 shares in the last 24 months. This purchase volume represents approximately $100.72M in transactions.

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

Of the 56 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: Simplex Trading LLC ($179.43K), BNP Paribas Financial Markets ($147K), VisionPoint Advisory Group LLC ($143.20K), Mackenzie Financial Corp ($117.42K), Bank of America Corp DE ($104.42K), Mount Lucas Management LP ($63.41K), and Brookstone Capital Management ($57.41K).

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

Institutional investors have sold a total of 1,348,084 shares in the last 24 months. This volume of shares sold represents approximately $29.96M in transactions.



This page (BATS:REM) was last updated on 2/22/2025 by MarketBeat.com Staff
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