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iShares Mortgage Real Estate ETF (REM) Institutional Ownership

iShares Mortgage Real Estate ETF logo
$19.01 -0.31 (-1.63%)
As of 11:49 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Mortgage Real Estate ETF (BATS:REM)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$61.14M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$18.97M
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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
9/23/2026 Envestnet Asset Management Inc.169,651$3.74M0.0%+6.9%0.658%
9/9/2026 Tidal Investments LLC45,923$1.01M0.0%+7.9%0.178%
9/9/2026 Arlington Capital Management Inc.50,891$1.12M0.7%+7.8%0.197%
9/9/2026 IFP Advisors Inc9,406$207K0.0%-5.3%0.036%
8/20/2026 First PREMIER Bank1,547$34K0.0%N/A0.006%
8/20/2026 Proficio Capital Partners LLC3,475$77K0.0%-92.9%0.013%
8/20/2026 NorthLanding Financial Partners LLC4,091$90K0.1%N/A0.016%
8/20/2026 F&V Capital Management LLC17,920$395K0.1%N/A0.069%
7/7/2026 Balefire LLC201,161$4.44M0.7%-3.7%0.780%
5/19/2026 Bank of America Corp DE584,319$12.55M0.0%+6.2%2.265%
5/19/2026 Ashton Thomas Securities LLC2,000$43K0.0%N/A0.008%
5/18/2026 Royal Bank of Canada114,396$2.46M0.0%+16.7%0.443%
5/16/2026 Quantinno Capital Management LP9,977$214K0.0%N/A0.039%
5/14/2026 Lido Advisors LLC13,145$282K0.0%-91.0%0.051%
5/13/2026 Cetera Investment Advisers114,911$2.47M0.0%+46.3%0.445%
5/7/2026 Balefire LLC208,793$4.48M0.8%+0.3%0.809%
5/7/2026 AlphaCentric Advisors LLC9,095$195K0.2%-50.8%0.035%
5/6/2026 Independent Financial Group LLC125,408$2.69M0.1%N/A0.486%
5/5/2026 Wealthfront Advisers LLC23,381$502K0.0%-37.4%0.091%
5/5/2026 Bank of New York Mellon Corp591,640$12.70M0.0%N/A2.293%
5/2/2026 Arlington Capital Management Inc.47,214$1.01M0.6%+2.4%0.183%
5/1/2026 Fifth Third Bancorp13,394$288K0.0%N/A0.052%
5/1/2026 Manning & Napier Advisors LLC28,227$606K0.0%-12.9%0.109%
4/30/2026 Kestra Advisory Services LLC30,881$663K0.0%+28.9%0.120%
4/30/2026 Sumitomo Mitsui Trust Group Inc.25,221$541K0.0%-2.1%0.098%
4/28/2026 Ascentis Independent Advisors21,299$457K0.0%N/A0.083%
4/22/2026 Janney Montgomery Scott LLC42,643$916K0.0%+6.4%0.165%
4/21/2026 Silver Oak Securities Incorporated9,914$213K0.0%-10.0%0.038%
4/20/2026 Kestra Private Wealth Services LLC25,221$541K0.0%+3.0%0.098%
4/17/2026 AdvisorNet Financial Inc288,470$6.19M0.3%+2.3%1.118%
3/20/2026 Purpose Unlimited Inc.1,595$35K0.0%N/A0.006%
3/17/2026 Rockefeller Capital Management L.P.8,510$189K0.0%-14.5%0.033%
2/20/2026 Kovitz Investment Group Partners LLC163,402$3.62M0.1%N/A0.633%
2/18/2026 Quadrature Capital Ltd14,038$311K0.0%-52.8%0.054%
2/18/2026 Man Group plc153,690$3.41M0.0%N/A0.596%
2/18/2026 IHT Wealth Management LLC48,340$1.07M0.0%-7.2%0.187%
2/17/2026 Cetera Investment Advisers78,546$1.74M0.0%+21.6%0.304%
2/17/2026 Osaic Holdings Inc.391,479$8.68M0.0%+0.4%1.517%
2/17/2026 Captrust Financial Advisors34,255$760K0.0%+3.7%0.133%
2/17/2026 Royal Bank of Canada98,004$2.17M0.0%+14.8%0.380%
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2/17/2026 Cynosure Group LLC124,524$2.76M0.1%-7.7%0.483%
2/16/2026 MML Investors Services LLC115,147$2.55M0.0%-4.2%0.446%
2/13/2026 Marshall Wace LLP21,237$471K0.0%N/A0.082%
2/13/2026 Stifel Financial Corp47,876$1.06M0.0%+2.2%0.186%
2/13/2026 Advyzon Investment Management LLC15,494$344K0.0%+5.7%0.060%
2/13/2026 Wells Fargo & Company MN1,633,504$36.23M0.0%-0.1%6.331%
2/13/2026 Macquarie Group Ltd.51,040$1.13M0.0%+220.5%0.198%
2/12/2026 AlphaCentric Advisors LLC18,493$410K0.4%N/A0.072%
2/11/2026 Janney Montgomery Scott LLC40,072$889K0.0%+1.5%0.155%
2/11/2026 LPL Financial LLC303,903$6.74M0.0%+23.2%1.178%
2/11/2026 J.W. Cole Advisors Inc.13,676$303K0.0%+8.2%0.053%
2/10/2026 Lido Advisors LLC145,356$3.22M0.0%+1,055.5%0.563%
2/10/2026 Bridges Investment Management Inc.94,154$2.09M0.0%-22.6%0.365%
2/10/2026 Northwestern Mutual Wealth Management Co.21,535$478K0.0%-4.9%0.083%
2/10/2026 Foundations Investment Advisors LLC263,352$5.84M0.1%N/A1.021%
2/9/2026 Endowment Wealth Management Inc.12,487$277K0.1%+4.7%0.048%
2/6/2026 Prevail Innovative Wealth Advisors LLC147,360$3.27M0.6%+8.3%0.571%
2/5/2026 Soltis Investment Advisors LLC57,407$1.27M0.1%-35.5%0.223%
2/4/2026 One Wealth Map LLC10,780$243K0.1%N/A0.042%
2/3/2026 Manning & Napier Advisors LLC32,403$719K0.0%-3.8%0.126%
2/3/2026McIlrath & Eck LLC3,540$79K0.0%N/A0.014%
1/30/2026 Wealthfront Advisers LLC37,368$829K0.0%+22.7%0.145%
1/29/2026Comerica Bank14,267$316K0.0%-4.1%0.055%
1/29/2026 Kestra Private Wealth Services LLC24,480$543K0.0%-12.6%0.095%
1/29/2026 UBS Group AG164,391$3.65M0.0%+19.0%0.637%
1/28/2026 Clarity Financial LLC246,757$5.47M0.5%-3.9%0.956%
1/27/2026 Evergreen Capital Management LLC344,660$7.65M0.2%+2.7%1.336%
1/26/2026 Trivium Point Advisory LLC161,435$3.58M0.4%-3.5%0.626%
1/23/2026 Choreo LLC42,044$932K0.0%-14.7%0.163%
1/23/2026 Sumitomo Mitsui Trust Group Inc.25,774$572K0.0%-10.6%0.100%
1/21/2026 Sound Income Strategies LLC1,600$38K0.0%N/A0.006%
1/20/2026 Ethos Financial Group LLC11,275$250K0.0%N/A0.044%
1/20/2026 AdvisorNet Financial Inc281,893$6.25M0.3%N/A1.093%
1/15/2026 Silver Oak Securities Incorporated11,010$244K0.0%-25.7%0.043%
1/15/2026 Brookstone Capital Management11,696$259K0.0%-5.4%0.045%
1/14/2026 Wealthcare Advisory Partners LLC20,313$451K0.0%-39.1%0.079%
1/13/2026 Capital Investment Advisors LLC31,321$695K0.0%-12.4%0.121%
1/6/2026 Arlington Capital Management Inc.46,109$1.02M0.6%-3.8%0.179%
1/5/2026 Park Avenue Securities LLC16,635$369K0.0%-18.8%0.064%
1/5/2026 Miller Global Investments LLC1,161$26K0.0%N/A0.005%
1/1/2026 JPMorgan Chase & Co.6,285$138K0.0%+26.2%0.024%
12/23/2025 Triumph Capital Management4,847$106K0.0%N/A0.019%
11/18/2025 Advisory Services Network LLC2,624$58K0.0%N/A0.010%
11/17/2025 Kestra Private Wealth Services LLC27,997$615K0.0%-15.0%0.109%
11/17/2025 First Foundation Advisors35,066$770K0.0%+16.6%0.136%
11/17/2025 Triumph Capital Management4,847$106K0.0%N/A0.019%
11/17/2025 FWL Investment Management LLC11,116$244K0.1%-20.9%0.043%
11/17/2025 Qube Research & Technologies Ltd26,240$576K0.0%N/A0.102%
11/17/2025 Prelude Capital Management LLC80,000$1.76M0.1%N/A0.310%
11/17/2025 Bank of America Corp DE540,992$11.89M0.0%+3.2%2.097%
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11/17/2025 Ameriprise Financial Inc.287,850$6.33M0.0%-3.0%1.116%
11/14/2025 Raymond James Financial Inc.108,973$2.39M0.0%-18.3%0.422%
11/14/2025 Arlington Capital Management Inc.47,931$1.05M0.7%N/A0.186%
11/14/2025 Tower Research Capital LLC TRC 49,804$1.09M0.0%-9.7%0.193%
11/14/2025Glenmede Investment Management LP34,561$759K0.0%N/A0.134%
11/13/2025 UBS Group AG138,134$3.04M0.0%-19.7%0.535%
11/13/2025 BNP Paribas Financial Markets44,414$976K0.0%-88.8%0.172%
11/13/2025 Private Advisor Group LLC18,303$402K0.0%-2.6%0.071%
11/13/2025 Prevail Innovative Wealth Advisors LLC136,115$2.99M0.6%+21.6%0.528%
11/13/2025 CreativeOne Wealth LLC19,361$425K0.0%+7.0%0.075%


REM Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 institutional investors and hedge funds held shares of iShares Mortgage Real Estate ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($36.23M), Bank of New York Mellon Corp ($12.70M), Bank of America Corp DE ($12.55M), Osaic Holdings Inc. ($8.68M), Evergreen Capital Management LLC ($7.65M), LPL Financial LLC ($6.74M), and Ameriprise Financial Inc. ($6.33M).Learn more on iShares Mortgage Real Estate ETF's institutional investors.

Of the 103 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 ($652.41K), Bank of New York Mellon Corp ($591.64K), Evergreen Capital Management LLC ($307.97K), Clarity Financial LLC ($307.02K), AdvisorNet Financial Inc ($288.47K), Foundations Investment Advisors LLC ($263.35K), and Wells Fargo & Company MN ($254.91K).

Institutional investors have bought a total of 2,795,290 shares in the last 24 months. This purchase volume represents approximately $61.14M in transactions.

Of the 39 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 ($353K), Lido Advisors LLC ($132.21K), Proficio Capital Partners LLC ($45.37K), Cynosure Group LLC ($36.97K), UBS Group AG ($33.92K), Soltis Investment Advisors LLC ($31.59K), and Bridges Investment Management Inc. ($27.42K).

Institutional investors have sold a total of 868,192 shares in the last 24 months. This volume of shares sold represents approximately $18.97M in transactions.


Related Companies

Institutional ownership data for BATS:REM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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