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iShares Mortgage Real Estate ETF (REM) Institutional Ownership

iShares Mortgage Real Estate ETF logo
$22.26 +0.13 (+0.59%)
As of 08/19/2025
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Institutional Ownership Changes (13F Filings) for iShares Mortgage Real Estate ETF (BATS:REM)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$77.91M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$17.35M
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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
8/16/2025 Evergreen Capital Management LLC321,751$6.88M0.2%+6.0%1.247%
8/15/2025 Tower Research Capital LLC TRC 55,151$1.18M0.0%-14.3%0.214%
8/15/2025 Prevail Innovative Wealth Advisors LLC111,968$2.39M0.5%+14.5%0.434%
8/15/2025 Tidal Investments LLC49,767$1.06M0.0%-9.4%0.193%
8/15/2025 MML Investors Services LLC114,073$2.44M0.0%+4.7%0.442%
8/15/2025 BNP Paribas Financial Markets397,414$8.50M0.0%+4,415,611.1%1.540%
8/15/2025 Bank of America Corp DE523,995$11.20M0.0%+1.9%2.031%
8/15/2025 Ameriprise Financial Inc.296,604$6.34M0.0%-8.3%1.150%
8/14/2025 Raymond James Financial Inc.133,338$2.85M0.0%+85.3%0.517%
8/14/2025 Napa Wealth Management22,193$474K0.2%+4.0%0.086%
8/14/2025 FWL Investment Management LLC14,061$301K0.1%-25.6%0.055%
8/14/2025 Transce3nd LLC66,184$1.42M0.6%+5.8%0.257%
8/13/2025 Twin Peaks Wealth Advisors LLC4,241$94K0.0%N/A0.016%
8/13/2025 Northwestern Mutual Wealth Management Co.22,287$476K0.0%+39.8%0.086%
8/13/2025 Choreo LLC54,552$1.17M0.0%-14.6%0.211%
8/12/2025 J.W. Cole Advisors Inc.15,104$323K0.0%N/A0.059%
8/12/2025 CreativeOne Wealth LLC18,098$387K0.0%+12.2%0.070%
8/12/2025 Cynosure Group LLC161,494$3.45M0.4%+25.9%0.626%
8/12/2025 JPMorgan Chase & Co.4,980$106K0.0%-32.6%0.019%
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%
6/27/2025 Goldman Sachs Group Inc.10,956$246K0.0%+16.0%0.042%
6/3/2025Invst LLC25,924$582K0.1%+33.6%0.099%
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5/16/2025 Goldman Sachs Group Inc.10,956$246K0.0%+16.0%0.042%
5/16/2025 Jones Financial Companies Lllp152,165$3.42M0.0%+75,604.0%0.583%
5/15/2025 Royal Bank of Canada216,758$4.86M0.0%+66.1%0.830%
5/15/2025 Evergreen Capital Management LLC303,446$6.81M0.2%+727.0%1.163%
5/14/2025 CreativeOne Wealth LLC16,130$362K0.0%+11.3%0.062%
5/14/2025 Comerica Bank13,229$297K0.0%-25.9%0.051%
5/14/2025 Napa 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%
5/12/2025 Cynosure Group LLC128,263$2.88M0.4%+29.3%0.479%
5/12/2025 Townsquare Capital LLC240,936$5.41M0.1%N/A0.899%
5/9/2025 Advyzon Investment Management LLC14,390$323K0.1%+4.3%0.054%
5/8/2025 Baker 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%
5/7/2025 LPL 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%
5/6/2025 AE Wealth Management LLC28,585$641K0.0%-5.7%0.107%
5/6/2025 Mount Lucas Management LP115,606$2.59M0.8%+74.4%0.431%
5/6/2025 Choreo 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%
5/5/2025 Private Advisor Group LLC53,139$1.19M0.0%+1.7%0.198%
5/5/2025 Transce3nd LLC62,574$1.40M0.6%+5.2%0.233%
5/2/2025 Wealthfront Advisers LLC24,217$543K0.0%+70.5%0.090%
5/2/2025 Prevail 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%
4/22/2025 Manning & 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%
2/18/2025 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%
Washington Thinks They Own Your Bank Account (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.tc pixel

Get your free guide now by clicking here >>
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%
(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, 112 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 ($11.20M), BNP Paribas Financial Markets ($8.50M), Evergreen Capital Management LLC ($6.88M), Ameriprise Financial Inc. ($6.34M), and Townsquare Capital LLC ($5.41M).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 91 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 ($898.90K), Wells Fargo & Company MN ($325.00K), Evergreen Capital Management LLC ($285.06K), 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 3,562,461 shares in the last 24 months. This purchase volume represents approximately $77.91M in transactions.

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

Of the 44 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 813,347 shares in the last 24 months. This volume of shares sold represents approximately $17.35M in transactions.


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This page (BATS:REM) was last updated on 8/20/2025 by MarketBeat.com Staff
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