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iShares Mortgage Real Estate ETF (REM) Institutional Ownership

iShares Mortgage Real Estate ETF logo
$21.18 -0.11 (-0.52%)
As of 05/1/2025
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Institutional Ownership Changes (13F Filings) for iShares Mortgage Real Estate ETF (BATS:REM)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$45.95M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$13.71M
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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
5/2/2025Wealthfront 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%
4/22/2025 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%
2/18/2025Alpine 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%
2/17/2025Cetera 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%
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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%
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%
2/11/2025Simplex Trading LLC22,271$475K0.0%+58.7%0.083%
2/10/2025Thrivent Financial for Lutherans74,117$1.61M0.0%-11.5%0.276%
2/10/2025Harbour Investments Inc.74,015$1.58M0.0%+2.2%0.275%
2/10/2025Commonwealth Equity Services LLC16,296$348K0.0%-5.0%0.061%
2/10/2025Avantax Advisory Services Inc.25,042$535K0.0%+32.3%0.093%
2/7/2025Cascade Financial Partners LLC19,250$411K0.1%+27.0%0.072%
2/7/2025Mount Lucas Management LP66,284$1.42M0.5%-41.4%0.246%
2/6/2025Raymond 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%
2/4/2025IFP Advisors Inc1,686$36K0.0%+179.6%0.006%
2/3/2025 VisionPoint Advisory Group LLC201,344$4.32M1.5%-9.6%0.748%
2/3/2025Advyzon Investment Management LLC13,796$295K0.1%N/A0.051%
2/3/2025Private Advisor Group LLC52,252$1.12M0.0%+6.9%0.194%
1/31/2025Robinson Capital Management LLC24,837$531K0.2%+25.2%0.092%
1/31/2025AlphaCentric Advisors LLC8,685$185K0.2%-41.8%0.032%
1/31/2025J.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%
1/24/2025 Symphony Financial Ltd. Co.12,715$280K0.0%-4.2%0.047%
1/23/2025Clarity 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%
1/22/2025Drive 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%
1/13/2025 Capital Investment Advisors LLC55,937$1.19M0.0%-18.9%0.208%
1/13/2025 Brookstone Capital Management28,709$613K0.0%-10.5%0.107%
12/26/2024JPMorgan Chase & Co.31,311$743K0.0%+14.9%0.116%
11/19/2024Invst LLC21,948$521K0.1%-11.7%0.082%
11/15/2024MML Investors Services LLC88,097$2.09M0.0%+11.1%0.327%
11/15/2024Jane Street Group LLC15,494$368K0.0%N/A0.058%
11/15/2024Stifel Financial Corp15,761$374K0.0%+24.3%0.059%
11/15/2024IHT Wealth Management LLC49,706$1.18M0.0%-3.8%0.185%
11/14/2024Rockefeller Capital Management L.P.11,495$273K0.0%N/A0.043%
11/13/2024BNP Paribas Financial Markets255,000$6.05M0.0%N/A0.948%
11/7/2024Napa Wealth Management37,656$894K0.4%+23.5%0.140%
11/7/2024Drive Wealth Management LLC42,194$1.00M0.3%+25.4%0.157%
11/7/2024Thrivent Financial for Lutherans83,724$1.99M0.0%+24.2%0.311%
11/6/2024Mount Lucas Management LP113,160$2.69M0.9%+12.6%0.421%
11/5/2024Harbour Investments Inc.72,395$1.72M0.1%+3.0%0.269%
11/4/2024Baker Avenue Asset Management LP38,252$908K0.0%N/A0.142%
10/30/2024Clarity Financial LLC109,593$2.60M0.3%+680.8%0.407%
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10/30/2024AlphaCentric Advisors LLC14,926$354K0.3%+5.3%0.055%
10/29/2024 Janney Montgomery Scott LLC52,497$1.25M0.0%+10.8%0.195%
10/29/2024 Farther Finance Advisors LLC1,210$29K0.0%N/A0.004%
10/25/2024 Barry Investment Advisors LLC141,491$3.36M1.0%+0.8%0.526%
10/22/2024Private Advisor Group LLC48,869$1.16M0.0%+144.8%0.182%
10/19/2024 Allspring Global Investments Holdings LLC16,100$382K0.0%+25.8%0.060%
10/18/2024Raymond James & Associates115,171$2.73M0.0%+78.5%0.428%
10/18/2024 Capital Investment Advisors LLC68,970$1.64M0.0%-0.8%0.256%
10/15/2024 NBC Securities Inc.11,792$279K0.0%+25.4%0.044%
10/8/2024 CWM LLC2,644$63K0.0%-27.8%0.010%
(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, 123 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), SageView Advisory Group LLC ($4.78M), Balefire LLC ($4.73M), and BNP Paribas Arbitrage SNC ($4.72M).Learn more on REM's institutional investors.

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

Of the 94 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), Mid American Wealth Advisory Group Inc. ($213.48K), Clarity Financial LLC ($209.23K), SageView Advisory Group LLC ($205.80K), BNP Paribas Arbitrage SNC ($200K), and AE Wealth Management LLC ($194.30K).

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

Institutional investors have bought a total of 4,386,040 shares in the last 24 months. This purchase volume represents approximately $99.14M 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 ($179.43K), BNP Paribas Financial Markets ($147K), VisionPoint Advisory Group LLC ($143.20K), Bank of America Corp DE ($104.42K), Mount Lucas Management LP ($63.41K), Brookstone Capital Management ($46.27K), and Mid American Wealth Advisory Group Inc. ($45.50K).

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

Institutional investors have sold a total of 1,209,090 shares in the last 24 months. This volume of shares sold represents approximately $26.93M in transactions.


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This page (BATS:REM) was last updated on 5/2/2025 by MarketBeat.com Staff
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