Free Trial
→ $30 stock to buy before Starlink goes public (WATCH NOW!) (From Paradigm Press) (Ad)tc pixel Free REM Stock Alerts

iShares Mortgage Real Estate ETF (REM) Institutional Ownership

iShares Mortgage Real Estate ETF logo
$22.78 +0.13 (+0.57%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Mortgage Real Estate ETF (BATS:REM)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$92.67M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$21.94M
Get REM Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Mortgage Real Estate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

REM Institutional Buying and Selling by Quarter

iShares Mortgage Real Estate ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Wealthfront Advisers LLC23,381$502K0.0%-37.4%0.091%
5/5/2026Bank 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%
3/20/2026Purpose Unlimited Inc.1,595$35K0.0%N/A0.006%
3/17/2026Rockefeller Capital Management L.P.8,510$189K0.0%-14.5%0.033%
2/20/2026Kovitz Investment Group Partners LLC163,402$3.62M0.1%N/A0.633%
2/18/2026Quadrature Capital Ltd14,038$311K0.0%-52.8%0.054%
2/18/2026Man Group plc153,690$3.41M0.0%N/A0.596%
2/18/2026IHT Wealth Management LLC48,340$1.07M0.0%-7.2%0.187%
2/17/2026Cetera Investment Advisers78,546$1.74M0.0%+21.6%0.304%
2/17/2026Osaic Holdings Inc.391,479$8.68M0.0%+0.4%1.517%
2/17/2026Captrust Financial Advisors34,255$760K0.0%+3.7%0.133%
2/17/2026Royal Bank of Canada98,004$2.17M0.0%+14.8%0.380%
2/17/2026Cynosure 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%
2/13/2026Marshall Wace LLP21,237$471K0.0%N/A0.082%
2/13/2026Stifel Financial Corp47,876$1.06M0.0%+2.2%0.186%
2/13/2026Advyzon Investment Management LLC15,494$344K0.0%+5.7%0.060%
2/13/2026Wells Fargo & Company MN1,633,504$36.23M0.0%-0.1%6.331%
2/13/2026Macquarie Group Ltd.51,040$1.13M0.0%+220.5%0.198%
2/12/2026AlphaCentric Advisors LLC18,493$410K0.4%N/A0.072%
2/11/2026 Janney Montgomery Scott LLC40,072$889K0.0%+1.5%0.155%
2/11/2026LPL 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%
2/10/2026Lido 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%
2/10/2026Northwestern Mutual Wealth Management Co.21,535$478K0.0%-4.9%0.083%
2/10/2026Foundations Investment Advisors LLC263,352$5.84M0.1%N/A1.021%
2/9/2026Endowment 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%
1/30/2026Wealthfront 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%
1/29/2026UBS Group AG164,391$3.65M0.0%+19.0%0.637%
1/28/2026 Clarity Financial LLC246,757$5.47M0.5%-3.9%0.956%
1/27/2026Evergreen 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%
1/23/2026Choreo 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%
1/20/2026Ethos 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%
1/1/2026JPMorgan Chase & Co.6,285$138K0.0%+26.2%0.024%
12/23/2025Triumph Capital Management4,847$106K0.0%N/A0.019%
11/18/2025Advisory 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%
11/17/2025Triumph Capital Management4,847$106K0.0%N/A0.019%
11/17/2025FWL Investment Management LLC11,116$244K0.1%-20.9%0.043%
11/17/2025Qube Research & Technologies Ltd26,240$576K0.0%N/A0.102%
11/17/2025Prelude Capital Management LLC80,000$1.76M0.1%N/A0.310%
11/17/2025Bank of America Corp DE540,992$11.89M0.0%+3.2%2.097%
11/17/2025Ameriprise Financial Inc.287,850$6.33M0.0%-3.0%1.116%
11/14/2025Raymond 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%
11/14/2025Tower 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%
11/13/2025UBS Group AG138,134$3.04M0.0%-19.7%0.535%
11/13/2025BNP 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%
11/13/2025CreativeOne Wealth LLC19,361$425K0.0%+7.0%0.075%
11/12/2025 Trivium Point Advisory LLC167,253$3.68M0.4%+3.7%0.648%
11/12/2025Sumitomo Mitsui Financial Group Inc.16,831$370K0.0%+18.3%0.065%
11/12/2025Choreo LLC49,292$1.08M0.0%-9.6%0.191%
11/10/2025Mount Lucas Management LP127,038$2.79M1.2%N/A0.492%
11/7/2025JPMorgan Chase & Co.6,285$138K0.0%+26.2%0.024%
11/6/2025Endowment Wealth Management Inc.11,923$262K0.1%+24.7%0.046%
11/6/2025Wealthfront Advisers LLC30,444$669K0.0%+5.1%0.118%
11/5/2025 J.W. Cole Advisors Inc.12,635$278K0.0%-16.3%0.049%
11/5/2025 Envestnet Asset Management Inc.635,956$13.97M0.0%+5.9%2.465%
11/4/2025 Bridges Investment Management Inc.121,577$2.67M0.0%+84.1%0.471%
11/4/2025 Thrivent Financial for Lutherans25,120$552K0.0%+129.4%0.097%
11/3/2025AE Wealth Management LLC23,942$526K0.0%-18.6%0.093%
10/28/2025Evergreen Capital Management LLC335,695$7.38M0.2%+4.3%1.301%
10/27/2025 Sumitomo Mitsui Trust Group Inc.28,815$633K0.0%-7.9%0.112%
10/23/2025 Capital Investment Advisors LLC35,754$786K0.0%-9.5%0.139%
10/23/2025 Park Avenue Securities LLC20,485$450K0.0%-18.7%0.079%
10/22/2025 Barry Investment Advisors LLC142,355$3.13M0.7%-1.7%0.552%
10/22/2025Cynosure Group LLC134,969$2.97M0.3%-16.4%0.523%


REM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of REM shares?

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), Envestnet Asset Management Inc. ($13.97M), Bank of New York Mellon Corp ($12.70M), Bank of America Corp DE ($11.89M), Osaic Holdings Inc. ($8.68M), Evergreen Capital Management LLC ($7.65M), and LPL Financial LLC ($6.74M).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 102 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).

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

Institutional investors have bought a total of 4,248,122 shares in the last 24 months. This purchase volume represents approximately $92.67M in transactions.

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

Of the 43 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), Clarity Financial LLC ($109.96K), Drive Wealth Management LLC ($70.32K), Cynosure Group LLC ($36.97K), Ameriprise Financial Inc. ($35.71K), UBS Group AG ($33.92K), and Choreo LLC ($32.40K).

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

Institutional investors have sold a total of 993,218 shares in the last 24 months. This volume of shares sold represents approximately $21.64M in transactions.


Related Companies

This page (BATS:REM) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel