iShares Mortgage Real Estate ETF (REM) Institutional Ownership

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(As of 06/17/2024 ET)

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Number of Institutional Buyers (last 12 months): 57
Total Institutional Inflows (last 12 months): $55.97M

Number of Institutional Sellers (last 12 months): 32
Total Institutional Outflows (last 12 months): $13.03M

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REM Institutional Buying and Selling by Quarter

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iShares Mortgage Real Estate ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/24/2024	Invst LLC	32,166	$737K	0.1%	-19.5%	0.120%
5/17/2024	Comerica Bank	16,957	$394K	0.0%	+41.7%	0.063%
5/13/2024	Safeguard Investment Advisory Group LLC	17,712	$412K	0.1%	-25.8%	0.066%
5/11/2024	Cynosure Group LLC	69,858	$1.62M	0.3%	+6.3%	0.260%
5/10/2024	First Foundation Advisors	53,204	$1.24M	0.0%	-29.8%	0.198%
5/9/2024	SageView Advisory Group LLC	205,802	$4.78M	0.2%	N/A	0.765%
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5/8/2024	Avantax Advisory Services Inc.	11,343	$264K	0.0%	N/A	0.042%
5/2/2024	Choreo LLC	82,055	$1.91M	0.0%	-10.1%	0.305%
5/1/2024	Janney Montgomery Scott LLC	44,816	$1.04M	0.0%	+23.6%	0.167%
5/1/2024	BNP Paribas Financial Markets	246,500	$5.73M	0.0%	+4,108,233.3%	0.916%
4/30/2024	Private Advisor Group LLC	41,586	$966K	0.0%	+7.2%	0.154%
4/25/2024	Bridges Investment Management Inc.	38,817	$902K	0.0%	+20.6%	0.144%
4/25/2024	Triumph Capital Management	11,290	$259K	0.1%	N/A	0.042%
4/23/2024	Bfsg LLC	1,414	$33K	0.0%	N/A	0.005%
4/22/2024	Drive Wealth Management LLC	69,257	$1.61M	0.5%	N/A	0.257%
4/22/2024	BTS Asset Management Inc.	3,772	$88K	0.1%	N/A	0.014%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	33,900	$788K	0.0%	-3.7%	0.126%
4/18/2024	Barry Investment Advisors LLC	140,802	$3.27M	1.1%	+0.8%	0.521%
4/15/2024	Wealthcare Advisory Partners LLC	39,550	$919K	0.0%	+14.8%	0.146%
4/15/2024	Clarity Financial LLC	11,689	$272K	0.0%	-10.4%	0.043%
4/15/2024	Brookstone Capital Management	40,250	$935K	0.0%	-6.6%	0.149%
4/10/2024	Park Avenue Securities LLC	26,004	$604K	0.0%	-43.3%	0.092%
4/8/2024	Mid American Wealth Advisory Group Inc.	198,373	$4.61M	3.1%	+13.3%	0.705%
4/5/2024	NBC Securities Inc.	9,032	$219K	0.0%	+20.7%	0.032%
2/15/2024	Clear Street Markets LLC	17,800	$420K	0.0%	+187.1%	0.063%
2/13/2024	Copperwynd Financial LLC	80,310	$1.90M	0.8%	N/A	0.285%
2/9/2024	AXS Investments LLC	35,000	$826K	0.2%	N/A	0.124%
2/9/2024	Barry Investment Advisors LLC	139,669	$3.30M	1.1%	+7.2%	0.496%
2/9/2024	CreativeOne Wealth LLC	12,652	$298K	0.0%	N/A	0.045%
2/9/2024	Wells Fargo & Company MN	354,205	$8.36M	0.0%	+24.7%	1.258%
2/8/2024	Janney Montgomery Scott LLC	36,264	$855K	0.0%	N/A	0.129%
2/7/2024	Invst LLC	39,966	$887K	0.1%	-35.4%	0.142%
2/7/2024	Strategic Advocates LLC	12,438	$293K	0.1%	-26.7%	0.044%
2/7/2024	NBC Securities Inc.	7,482	$176K	0.0%	+24.0%	0.027%
2/7/2024	Mid American Wealth Advisory Group Inc.	175,074	$4.13M	2.8%	-7.9%	0.622%
2/7/2024	VisionPoint Advisory Group LLC	309,319	$7.30M	2.7%	-21.2%	1.099%
2/7/2024	Mount Lucas Management LP	110,089	$2.60M	0.7%	+2.5%	0.391%
2/7/2024	Principal Securities Inc.	1,120	$26K	0.0%	N/A	0.004%
2/6/2024	Private Advisor Group LLC	38,800	$915K	0.0%	+2.3%	0.138%
2/6/2024	Wealthcare Advisory Partners LLC	34,456	$813K	0.0%	-4.0%	0.122%
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2/6/2024	Seaview Investment Managers LLC	13,308	$314K	0.1%	N/A	0.047%
2/5/2024	Kestra Private Wealth Services LLC	9,104	$215K	0.0%	N/A	0.032%
2/5/2024	Mid American Wealth Advisory Group Inc.	185,246	$4.16M	2.9%	-2.6%	0.658%
2/5/2024	Choreo LLC	91,241	$2.15M	0.1%	N/A	0.324%
2/2/2024	Simplex Trading LLC	11,118	$262K	0.0%	-77.0%	0.039%
1/30/2024	Sumitomo Mitsui Trust Holdings Inc.	35,208	$831K	0.0%	-2.3%	0.125%
1/29/2024	ORG Partners LLC	2,041	$48K	0.0%	N/A	0.007%
1/26/2024	Safeguard Investment Advisory Group LLC	23,876	$563K	0.2%	-5.8%	0.085%
1/24/2024	International Assets Investment Management LLC	2,951	$70K	0.0%	N/A	0.010%
1/23/2024	Bridges Investment Management Inc.	32,177	$759K	0.0%	+7.3%	0.114%
1/23/2024	Beacon Financial Advisory LLC	9,926	$234K	0.1%	-5.4%	0.035%
1/18/2024	West Wealth Group LLC	8,914	$210K	0.1%	-49.3%	0.032%
1/16/2024	Raymond James Financial Services Advisors Inc.	15,028	$355K	0.0%	-8.2%	0.053%
1/16/2024	Raymond James & Associates	12,116	$286K	0.0%	+24.6%	0.043%
1/12/2024	Mutual Advisors LLC	20,675	$488K	0.0%	-6.8%	0.073%
1/12/2024	Clarity Financial LLC	13,053	$308K	0.1%	+15.8%	0.046%
1/11/2024	Brookstone Capital Management	43,075	$1.02M	0.0%	-10.9%	0.153%
1/5/2024	Capital Investment Advisors LLC	71,734	$1.69M	0.0%	-4.6%	0.255%
12/6/2023	VisionPoint Advisory Group LLC	392,512	$8.77M	3.8%	-4.6%	1.394%
11/21/2023	Invst LLC	61,869	$1.38M	0.2%	+115.8%	0.220%
11/16/2023	Harbour Investments Inc.	56,115	$1.25M	0.1%	+2.4%	0.199%
11/15/2023	Baker Avenue Asset Management LP	57,221	$1.28M	0.1%	+103.5%	0.203%
11/15/2023	Evergreen Capital Management LLC	136,878	$3.13M	0.1%	-2.2%	0.486%
11/14/2023	Qube Research & Technologies Ltd	89,192	$1.99M	0.0%	N/A	0.317%
11/14/2023	Mutual Advisors LLC	22,175	$495K	0.0%	-9.2%	0.079%
11/13/2023	Mariner LLC	38,685	$864K	0.0%	+22.2%	0.137%
11/13/2023	LPL Financial LLC	589,596	$13.17M	0.0%	+4.0%	2.094%
11/13/2023	Clear Street Markets LLC	6,200	$139K	0.0%	-83.7%	0.022%
11/13/2023	Mirabella Financial Services LLP	163,730	$3.66M	0.5%	N/A	0.582%
11/13/2023	Envestnet Asset Management Inc.	438,193	$9.79M	0.0%	+5.4%	1.557%
11/9/2023	UBS Group AG	183,557	$4.10M	0.0%	-1.0%	0.652%
11/8/2023	Sumitomo Mitsui Financial Group Inc.	4,646	$104K	0.0%	+53.5%	0.017%
11/4/2023	NBC Securities Inc.	6,032	$134K	0.0%	N/A	0.021%
11/3/2023	Private Advisor Group LLC	37,941	$848K	0.0%	-13.6%	0.135%
11/1/2023	Simplex Trading LLC	48,282	$1.08M	0.0%	-19.1%	0.172%
11/1/2023	Wealthfront Advisers LLC	14,501	$324K	0.0%	+33.2%	0.052%
10/30/2023	Joseph P. Lucia & Associates LLC	9,417	$210K	0.1%	-8.4%	0.033%
10/30/2023	Sumitomo Mitsui Trust Holdings Inc.	36,045	$805K	0.0%	+80.5%	0.128%
10/26/2023	Park Avenue Securities LLC	56,682	$1.27M	0.0%	-9.0%	0.201%
10/26/2023	Castleview Partners LLC	15,457	$345K	0.3%	-6.8%	0.055%
10/24/2023	Bridges Investment Management Inc.	29,977	$670K	0.0%	N/A	0.106%
10/24/2023	Raymond James Financial Services Advisors Inc.	16,371	$366K	0.0%	-8.9%	0.058%
10/23/2023	Commonwealth Equity Services LLC	20,906	$467K	0.0%	+13.0%	0.074%
10/20/2023	Brookstone Capital Management	48,364	$983K	0.0%	-30.7%	0.172%
10/20/2023	Sunesis Advisors LLC	12,642	$282K	0.2%	N/A	0.045%
10/18/2023	Clarity Financial LLC	11,268	$252K	0.0%	-7.5%	0.040%
10/16/2023	Capital Investment Advisors LLC	75,210	$1.68M	0.0%	-6.1%	0.267%
10/12/2023	IFP Advisors Inc	12,871	$288K	0.0%	+18.5%	0.046%
10/11/2023	AE Wealth Management LLC	227,446	$5.08M	0.0%	+586.3%	0.808%
10/10/2023	Mid American Wealth Advisory Group Inc.	190,181	$4.09M	3.3%	N/A	0.676%
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10/6/2023	West Wealth Group LLC	17,594	$393K	0.2%	-8.2%	0.063%
8/21/2023	VisionPoint Advisory Group LLC	411,481	$9.71M	4.0%	+6.5%	1.462%
8/14/2023	Cynosure Management LLC	33,420	$789K	0.2%	N/A	0.119%
8/11/2023	Trexquant Investment LP	15,447	$365K	0.0%	N/A	0.055%
8/10/2023	Osaic Holdings Inc.	194,210	$4.58M	0.0%	+29.1%	0.690%
8/10/2023	FWL Investment Management LLC	426,226	$10.06M	6.9%	+3.4%	1.514%
8/10/2023	AXS Investments LLC	44,000	$1.04M	0.3%	N/A	0.156%
8/10/2023	Cary Street Partners Investment Advisory LLC	1,350	$32K	0.0%	-42.6%	0.005%
8/10/2023	Private Advisor Group LLC	43,903	$1.07M	0.0%	+30.6%	0.156%
8/9/2023	BNP Paribas Arbitrage SNC	200,000	$4.72M	0.0%	N/A	0.710%

(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, 117 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. ($9.79M), Wells Fargo & Company MN ($8.36M), JPMorgan Chase & Co. ($7.72M), and VisionPoint Advisory Group LLC ($7.30M).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: Cornerstone Wealth Group LLC ($492.55K), FWL Investment Management LLC ($422.52K), BNP Paribas Financial Markets ($246.49K), AE Wealth Management LLC ($229.64K), LPL Financial LLC ($218.92K), 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 4,907,635 shares in the last 24 months. This purchase volume represents approximately $112.25M in transactions.

Which iShares Mortgage Real Estate ETF major shareholders have been selling company stock?: Of the 55 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 ($522.77K), Simplex Trading LLC ($179.43K), Mackenzie Financial Corp ($117.42K), VisionPoint Advisory Group LLC ($102.16K), Brookstone Capital Management ($96.41K), Citigroup Inc. ($85.11K), and BDO Wealth Advisors LLC ($72.49K).
How much institutional selling is happening at iShares Mortgage Real Estate ETF?: Institutional investors have sold a total of 1,834,133 shares in the last 24 months. This volume of shares sold represents approximately $42.10M in transactions.