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iShares Mortgage Real Estate ETF (REM) Institutional Ownership

iShares Mortgage Real Estate ETF logo
$22.05 +0.06 (+0.27%)
As of 08/8/2025
Compare

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

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$65.98M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$16.32M
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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
8/8/2025 Cetera Investment Advisers35,672$763K0.0%+17.7%0.138%
8/6/2025 AE Wealth Management LLC29,425$629K0.0%+2.9%0.114%
8/1/2025 Envestnet Asset Management Inc.600,405$12.84M0.0%+8.4%2.327%
7/31/2025 Wealthfront Advisers LLC28,970$619K0.0%+19.6%0.112%
7/31/2025 Sumitomo Mitsui Trust Group Inc.31,279$669K0.0%+5.9%0.121%
7/30/2025 Brookstone Capital Management18,578$397K0.0%-17.4%0.072%
7/30/2025 Drive Wealth Management LLC142,151$3.04M0.7%+388.9%0.551%
7/28/2025 Bridges Investment Management Inc.66,044$1.41M0.0%+39.0%0.256%
7/28/2025 Mutual Advisors LLC17,550$392K0.0%-11.4%0.068%
7/28/2025 Harbour Investments Inc.84,876$1.82M0.0%+10.5%0.329%
7/25/2025 Endowment Wealth Management Inc.9,565$205K0.1%N/A0.037%
7/25/2025 Allspring Global Investments Holdings LLC24,900$532K0.0%-12.9%0.097%
7/18/2025 Clarity Financial LLC145,019$3.10M0.3%-40.8%0.562%
7/17/2025 Capital Investment Advisors LLC39,499$844K0.0%-11.9%0.153%
7/17/2025 Janney Montgomery Scott LLC39,509$845K0.0%-44.0%0.153%
7/17/2025 Barry Investment Advisors LLC144,845$3.10M0.8%-0.5%0.561%
7/14/2025 Park Avenue Securities LLC25,183$538K0.0%N/A0.098%
7/11/2025 Farther Finance Advisors LLC1,528$33K0.0%+239.6%0.006%
7/9/2025 Balefire LLC203,395$4.35M0.9%-3.5%0.788%
6/27/2025Goldman Sachs Group Inc.10,956$246K0.0%+16.0%0.042%
6/3/2025Invst LLC25,924$582K0.1%+33.6%0.099%
5/16/2025Goldman Sachs Group Inc.10,956$246K0.0%+16.0%0.042%
5/16/2025Jones Financial Companies Lllp152,165$3.42M0.0%+75,604.0%0.583%
5/15/2025Royal Bank of Canada216,758$4.86M0.0%+66.1%0.830%
5/15/2025Evergreen Capital Management LLC303,446$6.81M0.2%+727.0%1.163%
5/14/2025CreativeOne Wealth LLC16,130$362K0.0%+11.3%0.062%
5/14/2025Comerica Bank13,229$297K0.0%-25.9%0.051%
5/14/2025Napa Wealth Management21,346$479K0.3%-19.1%0.082%
5/13/2025 Cascade Financial Partners LLC17,450$392K0.0%-9.4%0.067%
5/13/2025 Trivium Point Advisory LLC161,368$3.62M0.4%+0.8%0.618%
5/12/2025 Simplex Trading LLC8,826$198K0.0%-60.4%0.033%
5/12/2025Cynosure Group LLC128,263$2.88M0.4%+29.3%0.479%
5/12/2025Townsquare Capital LLC240,936$5.41M0.1%N/A0.899%
5/9/2025 Advyzon Investment Management LLC14,390$323K0.1%+4.3%0.054%
5/8/2025Baker Avenue Asset Management LP39,924$896K0.0%+3.0%0.149%
5/8/2025 Harbour Investments Inc.76,803$1.72M0.0%+3.8%0.287%
5/7/2025LPL Financial LLC198,103$4.45M0.0%+5.0%0.739%
5/7/2025 Drive Wealth Management LLC29,073$652K0.2%-70.8%0.108%
5/6/2025 Cetera Investment Advisers30,310$680K0.0%+41.9%0.113%
5/6/2025 Avantax Advisory Services Inc.31,938$717K0.0%+27.5%0.119%
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5/6/2025 AE Wealth Management LLC28,585$641K0.0%-5.7%0.107%
5/6/2025Mount Lucas Management LP115,606$2.59M0.8%+74.4%0.431%
5/6/2025Choreo LLC63,902$1.43M0.0%-14.2%0.238%
5/5/2025 IFP Advisors Inc11,519$258K0.0%+583.2%0.043%
5/5/2025 Copperwynd Financial LLC113,510$2.55M0.7%N/A0.424%
5/5/2025 Kestra Private Wealth Services LLC56,161$1.26M0.0%+372.1%0.210%
5/5/2025Private Advisor Group LLC53,139$1.19M0.0%+1.7%0.198%
5/5/2025Transce3nd LLC62,574$1.40M0.6%+5.2%0.233%
5/2/2025 Wealthfront Advisers LLC24,217$543K0.0%+70.5%0.090%
5/2/2025Prevail Innovative Wealth Advisors LLC97,754$2.19M0.6%+70.6%0.365%
5/1/2025 Barry Investment Advisors LLC145,633$3.27M0.9%+2.0%0.543%
4/30/2025 Phillips Financial Management LLC2,287$51K0.0%N/A0.009%
4/29/2025 Envestnet Asset Management Inc.554,028$12.43M0.0%+15.7%2.067%
4/28/2025 Mutual Advisors LLC19,800$413K0.0%-2.5%0.074%
4/25/2025 Sumitomo Mitsui Trust Group Inc.29,541$663K0.0%-7.0%0.110%
4/24/2025 Allspring Global Investments Holdings LLC28,600$642K0.0%+5.9%0.107%
4/23/2025 Balefire LLC210,670$4.73M1.6%+4.6%0.786%
4/22/2025 Cambridge Investment Research Advisors Inc.40,445$908K0.0%-3.4%0.151%
4/22/2025Manning & Napier Advisors LLC33,749$757K0.0%-8.3%0.126%
4/17/2025 Janney Montgomery Scott LLC70,507$1.58M0.0%+18.9%0.243%
4/14/2025 Capital Investment Advisors LLC44,859$1.01M0.0%-19.8%0.155%
4/9/2025 NBC Securities Inc.11,231$252K0.0%+102,000.0%0.039%
4/9/2025 Future Financial Wealth Managment LLC2,900$65K0.0%-70.7%0.010%
2/19/2025Invst LLC19,409$414K0.1%-11.6%0.072%
2/18/2025Alpine Global Management LLC17,445$372K0.1%N/A0.065%
2/17/2025Safeguard Investment Advisory Group LLC9,793$209K0.1%-20.7%0.036%
2/17/2025Man Group plc189,521$4.05M0.0%-13.4%0.705%
2/17/2025Napa Wealth Management26,383$563K0.2%-29.9%0.098%
2/17/2025Millennium Management LLC14,934$319K0.0%-13.5%0.056%
2/17/2025FWL Investment Management LLC13,062$279K0.1%+1,031.9%0.049%
2/17/2025 Cetera Investment Advisers21,358$456K0.0%-10.0%0.079%
2/17/2025Captrust Financial Advisors31,595$675K0.0%-23.9%0.117%
2/17/2025Baker Avenue Asset Management LP38,760$828K0.0%+1.3%0.144%
2/17/2025Bank of America Corp DE509,149$10.87M0.0%-17.0%1.893%
2/17/2025BNP Paribas Financial Markets108,000$2.31M0.0%-57.6%0.401%
2/17/2025Ameriprise Financial Inc.423,349$9.04M0.0%+45.2%1.574%
2/14/2025Comerica Bank17,850$381K0.0%+3.7%0.066%
2/14/2025Schonfeld Strategic Advisors LLC23,310$498K0.0%N/A0.087%
2/14/2025Two Sigma Securities LLC12,166$260K0.0%+41.0%0.045%
2/14/2025Alpine Global Management LLC17,445$372K0.1%N/A0.065%
2/14/2025IHT Wealth Management LLC51,993$1.11M0.0%+4.6%0.193%
2/14/2025Tower Research Capital LLC TRC78,981$1.69M0.0%+300.0%0.294%
2/14/2025Transce3nd LLC59,454$1.27M0.4%N/A0.221%
2/14/2025MML Investors Services LLC102,249$2.18M0.0%+16.1%0.380%
2/13/2025CreativeOne Wealth LLC14,490$309K0.0%+10.2%0.054%
2/13/2025Raymond James Financial Inc.23,917$511K0.0%N/A0.089%
2/13/2025Sumitomo 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%
2/13/2025Wells Fargo & Company MN1,088,306$23.24M0.0%+30.6%4.046%
2/12/2025Cynosure Group LLC99,233$2.12M0.3%+1.3%0.369%
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2/12/2025Prevail Innovative Wealth Advisors LLC57,305$1.22M0.4%N/A0.213%
2/12/2025JPMorgan Chase & Co.37,347$797K0.0%+19.3%0.139%
2/11/2025LPL Financial LLC188,607$4.03M0.0%-1.7%0.701%
2/11/2025 Simplex Trading LLC22,271$475K0.0%+58.7%0.083%
2/10/2025Thrivent 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%
2/7/2025Mount Lucas Management LP66,284$1.42M0.5%-41.4%0.246%
(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 Wells Fargo & Company MN ($23.24M), Envestnet Asset Management Inc. ($12.84M), Bank of America Corp DE ($10.87M), Ameriprise Financial Inc. ($9.04M), Evergreen Capital Management LLC ($6.81M), Townsquare Capital LLC ($5.41M), and Royal Bank of Canada ($4.86M).Learn more on iShares Mortgage Real Estate ETF's institutional investors.

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

Of the 92 institutional investors that purchased iShares Mortgage Real Estate ETF's 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), Evergreen Capital Management LLC ($266.75K), Drive Wealth Management LLC ($248.08K), Townsquare Capital LLC ($240.94K), Mid American Wealth Advisory Group Inc. ($213.48K), and SageView Advisory Group LLC ($205.80K).

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

Institutional investors have bought a total of 3,000,283 shares in the last 24 months. This purchase volume represents approximately $65.98M in transactions.

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

Of the 39 institutional investors that sold iShares Mortgage Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BNP Paribas Financial Markets ($147K), Bank of America Corp DE ($104.42K), Clarity Financial LLC ($99.93K), Drive Wealth Management LLC ($70.32K), Mount Lucas Management LP ($46.88K), Janney Montgomery Scott LLC ($31.00K), and Capital Investment Advisors LLC ($30.05K).

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

Institutional investors have sold a total of 764,450 shares in the last 24 months. This volume of shares sold represents approximately $16.32M in transactions.


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This page (BATS:REM) was last updated on 8/10/2025 by MarketBeat.com Staff
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