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iShares Mortgage Real Estate ETF (REM) Institutional Ownership

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$22.78
+0.01 (+0.04%)
(As of 05/13/2024 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)
58
Total
Institutional Inflows
(last 12 months)
$56.29M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$12.70M
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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
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%
4/25/2024 Triumph 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%
2/15/2024Clear Street Markets LLC17,800$420K0.0%+187.1%0.063%
2/13/2024 Copperwynd Financial LLC80,310$1.90M0.8%N/A0.285%
2/9/2024AXS Investments LLC35,000$826K0.2%N/A0.124%
2/9/2024 Barry Investment Advisors LLC139,669$3.30M1.1%+7.2%0.496%
2/9/2024CreativeOne 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%
2/7/2024Invst LLC39,966$887K0.1%-35.4%0.142%
2/7/2024 Strategic 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%
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%
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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%
1/26/2024Safeguard Investment Advisory Group LLC23,876$563K0.2%-5.8%0.085%
1/24/2024 International Assets Investment Management LLC2,951$70K0.0%N/A0.010%
1/23/2024 Bridges Investment Management Inc.32,177$759K0.0%+7.3%0.114%
1/23/2024 Beacon Financial Advisory LLC9,926$234K0.1%-5.4%0.035%
1/18/2024 West Wealth Group LLC8,914$210K0.1%-49.3%0.032%
1/16/2024 Raymond James Financial Services Advisors Inc.15,028$355K0.0%-8.2%0.053%
1/16/2024 Raymond James & Associates12,116$286K0.0%+24.6%0.043%
1/12/2024 Mutual Advisors LLC20,675$488K0.0%-6.8%0.073%
1/12/2024 Clarity Financial LLC13,053$308K0.1%+15.8%0.046%
1/11/2024 Brookstone Capital Management43,075$1.02M0.0%-10.9%0.153%
1/5/2024 Capital Investment Advisors LLC71,734$1.69M0.0%-4.6%0.255%
12/6/2023 VisionPoint Advisory Group LLC392,512$8.77M3.8%-4.6%1.394%
11/21/2023Invst LLC61,869$1.38M0.2%+115.8%0.220%
11/16/2023Harbour Investments Inc.56,115$1.25M0.1%+2.4%0.199%
11/15/2023Baker Avenue Asset Management LP57,221$1.28M0.1%+103.5%0.203%
11/15/2023Evergreen Capital Management LLC136,878$3.13M0.1%-2.2%0.486%
11/14/2023Qube Research & Technologies Ltd89,192$1.99M0.0%N/A0.317%
11/14/2023 Mutual Advisors LLC22,175$495K0.0%-9.2%0.079%
11/13/2023Mariner LLC38,685$864K0.0%+22.2%0.137%
11/13/2023 LPL Financial LLC589,596$13.17M0.0%+4.0%2.094%
11/13/2023Clear Street Markets LLC6,200$139K0.0%-83.7%0.022%
11/13/2023Mirabella Financial Services LLP163,730$3.66M0.5%N/A0.582%
11/13/2023Envestnet Asset Management Inc.438,193$9.79M0.0%+5.4%1.557%
11/9/2023UBS Group AG183,557$4.10M0.0%-1.0%0.652%
11/8/2023Sumitomo Mitsui Financial Group Inc.4,646$104K0.0%+53.5%0.017%
11/4/2023 NBC Securities Inc.6,032$134K0.0%N/A0.021%
11/3/2023 Private Advisor Group LLC37,941$848K0.0%-13.6%0.135%
11/1/2023 Simplex Trading LLC48,282$1.08M0.0%-19.1%0.172%
11/1/2023 Wealthfront Advisers LLC14,501$324K0.0%+33.2%0.052%
10/30/2023 Joseph P. Lucia & Associates LLC9,417$210K0.1%-8.4%0.033%
10/30/2023 Sumitomo Mitsui Trust Holdings Inc.36,045$805K0.0%+80.5%0.128%
10/26/2023 Park Avenue Securities LLC56,682$1.27M0.0%-9.0%0.201%
10/26/2023 Castleview Partners LLC15,457$345K0.3%-6.8%0.055%
10/24/2023 Bridges Investment Management Inc.29,977$670K0.0%N/A0.106%
10/24/2023 Raymond James Financial Services Advisors Inc.16,371$366K0.0%-8.9%0.058%
10/23/2023Commonwealth Equity Services LLC20,906$467K0.0%+13.0%0.074%
10/20/2023 Brookstone Capital Management48,364$983K0.0%-30.7%0.172%
10/20/2023 Sunesis Advisors LLC12,642$282K0.2%N/A0.045%
10/18/2023 Clarity Financial LLC11,268$252K0.0%-7.5%0.040%
10/16/2023 Capital Investment Advisors LLC75,210$1.68M0.0%-6.1%0.267%
10/12/2023IFP Advisors Inc12,871$288K0.0%+18.5%0.046%
10/11/2023AE Wealth Management LLC227,446$5.08M0.0%+586.3%0.808%
10/10/2023 Mid American Wealth Advisory Group Inc.190,181$4.09M3.3%N/A0.676%
10/6/2023 West Wealth Group LLC17,594$393K0.2%-8.2%0.063%
8/21/2023 VisionPoint Advisory Group LLC411,481$9.71M4.0%+6.5%1.462%
8/14/2023 Cynosure Management LLC33,420$789K0.2%N/A0.119%
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8/11/2023Trexquant Investment LP15,447$365K0.0%N/A0.055%
8/10/2023 Osaic Holdings Inc.194,210$4.58M0.0%+29.1%0.690%
8/10/2023FWL Investment Management LLC426,226$10.06M6.9%+3.4%1.514%
8/10/2023AXS Investments LLC44,000$1.04M0.3%N/A0.156%
8/10/2023 Cary Street Partners Investment Advisory LLC1,350$32K0.0%-42.6%0.005%
8/10/2023 Private Advisor Group LLC43,903$1.07M0.0%+30.6%0.156%
8/9/2023 BNP Paribas Arbitrage SNC200,000$4.72M0.0%N/A0.710%
8/4/2023Envestnet Asset Management Inc.415,572$9.81M0.0%+3.0%1.476%
8/4/2023 Simplex Trading LLC59,673$1.41M0.0%-68.7%0.212%
8/4/2023 Adviser Investments LLC85,990$2.03M0.0%N/A0.305%
(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, 118 institutional investors and hedge funds held shares of iShares Mortgage Real Estate ETF. The most heavily invested institutionals were Bank of America Corp DE ($47.83M), 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), and JPMorgan Chase & Co. ($7.72M).Learn more on REM's institutional investors.

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

Of the 97 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 5,038,102 shares in the last 24 months. This purchase volume represents approximately $116.56M 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 1,820,169 shares in the last 24 months. This volume of shares sold represents approximately $41.77M in transactions.


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This page (BATS:REM) was last updated on 5/14/2024 by MarketBeat.com Staff

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