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iShares Mortgage Real Estate ETF (REM) Institutional Ownership

iShares Mortgage Real Estate ETF logo
$20.77 +0.02 (+0.10%)
As of 05/22/2025
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Institutional Ownership Changes (13F Filings) for iShares Mortgage Real Estate ETF (BATS:REM)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$63.48M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$15.21M
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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
5/16/2025 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%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
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%
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 TRC78,981$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%
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%
1/31/2025AlphaCentric 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%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
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%
(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, 124 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. ($12.43M), 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 REM's institutional investors.

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

Of the 98 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), Evergreen Capital Management LLC ($266.75K), Townsquare Capital LLC ($240.94K), Mid American Wealth Advisory Group Inc. ($213.48K), Clarity Financial LLC ($209.23K), 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 5,313,664 shares in the last 24 months. This purchase volume represents approximately $119.70M in transactions.

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

Of the 52 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 ($192.87K), BNP Paribas Financial Markets ($147K), VisionPoint Advisory Group LLC ($143.20K), Drive Wealth Management LLC ($105.93K), Bank of America Corp DE ($104.42K), Mount Lucas Management LP ($63.41K), and Brookstone Capital Management ($46.27K).

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

Institutional investors have sold a total of 1,259,096 shares in the last 24 months. This volume of shares sold represents approximately $28.06M in transactions.


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This page (BATS:REM) was last updated on 5/23/2025 by MarketBeat.com Staff
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