iShares Mortgage Real Estate ETF (REM) Institutional Ownership

$21.69 +0.07 (+0.32%)

As of 09/3/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 60
Total Institutional Inflows (last 12 months): $60.74M

Number of Institutional Sellers (last 12 months): 38
Total Institutional Outflows (last 12 months): $18.96M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/20/2026	First PREMIER Bank	1,547	$34K	0.0%	N/A	0.006%
8/20/2026	Proficio Capital Partners LLC	3,475	$77K	0.0%	-92.9%	0.013%
8/20/2026	NorthLanding Financial Partners LLC	4,091	$90K	0.1%	N/A	0.016%
8/20/2026	F&V Capital Management LLC	17,920	$395K	0.1%	N/A	0.069%
7/7/2026	Balefire LLC	201,161	$4.44M	0.7%	-3.7%	0.780%
5/19/2026	Bank of America Corp DE	584,319	$12.55M	0.0%	+6.2%	2.265%
5/19/2026	Ashton Thomas Securities LLC	2,000	$43K	0.0%	N/A	0.008%
5/18/2026	Royal Bank of Canada	114,396	$2.46M	0.0%	+16.7%	0.443%
5/16/2026	Quantinno Capital Management LP	9,977	$214K	0.0%	N/A	0.039%
5/14/2026	Lido Advisors LLC	13,145	$282K	0.0%	-91.0%	0.051%
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5/13/2026	Cetera Investment Advisers	114,911	$2.47M	0.0%	+46.3%	0.445%
5/7/2026	Balefire LLC	208,793	$4.48M	0.8%	+0.3%	0.809%
5/7/2026	AlphaCentric Advisors LLC	9,095	$195K	0.2%	-50.8%	0.035%
5/6/2026	Independent Financial Group LLC	125,408	$2.69M	0.1%	N/A	0.486%
5/5/2026	Wealthfront Advisers LLC	23,381	$502K	0.0%	-37.4%	0.091%
5/5/2026	Bank of New York Mellon Corp	591,640	$12.70M	0.0%	N/A	2.293%
5/2/2026	Arlington Capital Management Inc.	47,214	$1.01M	0.6%	+2.4%	0.183%
5/1/2026	Fifth Third Bancorp	13,394	$288K	0.0%	N/A	0.052%
5/1/2026	Manning & Napier Advisors LLC	28,227	$606K	0.0%	-12.9%	0.109%
4/30/2026	Kestra Advisory Services LLC	30,881	$663K	0.0%	+28.9%	0.120%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	25,221	$541K	0.0%	-2.1%	0.098%
4/28/2026	Ascentis Independent Advisors	21,299	$457K	0.0%	N/A	0.083%
4/22/2026	Janney Montgomery Scott LLC	42,643	$916K	0.0%	+6.4%	0.165%
4/21/2026	Silver Oak Securities Incorporated	9,914	$213K	0.0%	-10.0%	0.038%
4/20/2026	Kestra Private Wealth Services LLC	25,221	$541K	0.0%	+3.0%	0.098%
4/17/2026	AdvisorNet Financial Inc	288,470	$6.19M	0.3%	+2.3%	1.118%
3/20/2026	Purpose Unlimited Inc.	1,595	$35K	0.0%	N/A	0.006%
3/17/2026	Rockefeller Capital Management L.P.	8,510	$189K	0.0%	-14.5%	0.033%
2/20/2026	Kovitz Investment Group Partners LLC	163,402	$3.62M	0.1%	N/A	0.633%
2/18/2026	Quadrature Capital Ltd	14,038	$311K	0.0%	-52.8%	0.054%
2/18/2026	Man Group plc	153,690	$3.41M	0.0%	N/A	0.596%
2/18/2026	IHT Wealth Management LLC	48,340	$1.07M	0.0%	-7.2%	0.187%
2/17/2026	Cetera Investment Advisers	78,546	$1.74M	0.0%	+21.6%	0.304%
2/17/2026	Osaic Holdings Inc.	391,479	$8.68M	0.0%	+0.4%	1.517%
2/17/2026	Captrust Financial Advisors	34,255	$760K	0.0%	+3.7%	0.133%
2/17/2026	Royal Bank of Canada	98,004	$2.17M	0.0%	+14.8%	0.380%
2/17/2026	Cynosure Group LLC	124,524	$2.76M	0.1%	-7.7%	0.483%
2/16/2026	MML Investors Services LLC	115,147	$2.55M	0.0%	-4.2%	0.446%
2/13/2026	Marshall Wace LLP	21,237	$471K	0.0%	N/A	0.082%
2/13/2026	Stifel Financial Corp	47,876	$1.06M	0.0%	+2.2%	0.186%
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2/13/2026	Advyzon Investment Management LLC	15,494	$344K	0.0%	+5.7%	0.060%
2/13/2026	Wells Fargo & Company MN	1,633,504	$36.23M	0.0%	-0.1%	6.331%
2/13/2026	Macquarie Group Ltd.	51,040	$1.13M	0.0%	+220.5%	0.198%
2/12/2026	AlphaCentric Advisors LLC	18,493	$410K	0.4%	N/A	0.072%
2/11/2026	Janney Montgomery Scott LLC	40,072	$889K	0.0%	+1.5%	0.155%
2/11/2026	LPL Financial LLC	303,903	$6.74M	0.0%	+23.2%	1.178%
2/11/2026	J.W. Cole Advisors Inc.	13,676	$303K	0.0%	+8.2%	0.053%
2/10/2026	Lido Advisors LLC	145,356	$3.22M	0.0%	+1,055.5%	0.563%
2/10/2026	Bridges Investment Management Inc.	94,154	$2.09M	0.0%	-22.6%	0.365%
2/10/2026	Northwestern Mutual Wealth Management Co.	21,535	$478K	0.0%	-4.9%	0.083%
2/10/2026	Foundations Investment Advisors LLC	263,352	$5.84M	0.1%	N/A	1.021%
2/9/2026	Endowment Wealth Management Inc.	12,487	$277K	0.1%	+4.7%	0.048%
2/6/2026	Prevail Innovative Wealth Advisors LLC	147,360	$3.27M	0.6%	+8.3%	0.571%
2/5/2026	Soltis Investment Advisors LLC	57,407	$1.27M	0.1%	-35.5%	0.223%
2/4/2026	One Wealth Map LLC	10,780	$243K	0.1%	N/A	0.042%
2/3/2026	Manning & Napier Advisors LLC	32,403	$719K	0.0%	-3.8%	0.126%
2/3/2026	McIlrath & Eck LLC	3,540	$79K	0.0%	N/A	0.014%
1/30/2026	Wealthfront Advisers LLC	37,368	$829K	0.0%	+22.7%	0.145%
1/29/2026	Comerica Bank	14,267	$316K	0.0%	-4.1%	0.055%
1/29/2026	Kestra Private Wealth Services LLC	24,480	$543K	0.0%	-12.6%	0.095%
1/29/2026	UBS Group AG	164,391	$3.65M	0.0%	+19.0%	0.637%
1/28/2026	Clarity Financial LLC	246,757	$5.47M	0.5%	-3.9%	0.956%
1/27/2026	Evergreen Capital Management LLC	344,660	$7.65M	0.2%	+2.7%	1.336%
1/26/2026	Trivium Point Advisory LLC	161,435	$3.58M	0.4%	-3.5%	0.626%
1/23/2026	Choreo LLC	42,044	$932K	0.0%	-14.7%	0.163%
1/23/2026	Sumitomo Mitsui Trust Group Inc.	25,774	$572K	0.0%	-10.6%	0.100%
1/21/2026	Sound Income Strategies LLC	1,600	$38K	0.0%	N/A	0.006%
1/20/2026	Ethos Financial Group LLC	11,275	$250K	0.0%	N/A	0.044%
1/20/2026	AdvisorNet Financial Inc	281,893	$6.25M	0.3%	N/A	1.093%
1/15/2026	Silver Oak Securities Incorporated	11,010	$244K	0.0%	-25.7%	0.043%
1/15/2026	Brookstone Capital Management	11,696	$259K	0.0%	-5.4%	0.045%
1/14/2026	Wealthcare Advisory Partners LLC	20,313	$451K	0.0%	-39.1%	0.079%
1/13/2026	Capital Investment Advisors LLC	31,321	$695K	0.0%	-12.4%	0.121%
1/6/2026	Arlington Capital Management Inc.	46,109	$1.02M	0.6%	-3.8%	0.179%
1/5/2026	Park Avenue Securities LLC	16,635	$369K	0.0%	-18.8%	0.064%
1/5/2026	Miller Global Investments LLC	1,161	$26K	0.0%	N/A	0.005%
1/1/2026	JPMorgan Chase & Co.	6,285	$138K	0.0%	+26.2%	0.024%
12/23/2025	Triumph Capital Management	4,847	$106K	0.0%	N/A	0.019%
11/18/2025	Advisory Services Network LLC	2,624	$58K	0.0%	N/A	0.010%
11/17/2025	Kestra Private Wealth Services LLC	27,997	$615K	0.0%	-15.0%	0.109%
11/17/2025	First Foundation Advisors	35,066	$770K	0.0%	+16.6%	0.136%
11/17/2025	Triumph Capital Management	4,847	$106K	0.0%	N/A	0.019%
11/17/2025	FWL Investment Management LLC	11,116	$244K	0.1%	-20.9%	0.043%
11/17/2025	Qube Research & Technologies Ltd	26,240	$576K	0.0%	N/A	0.102%
11/17/2025	Prelude Capital Management LLC	80,000	$1.76M	0.1%	N/A	0.310%
11/17/2025	Bank of America Corp DE	540,992	$11.89M	0.0%	+3.2%	2.097%
11/17/2025	Ameriprise Financial Inc.	287,850	$6.33M	0.0%	-3.0%	1.116%
11/14/2025	Raymond James Financial Inc.	108,973	$2.39M	0.0%	-18.3%	0.422%
11/14/2025	Arlington Capital Management Inc.	47,931	$1.05M	0.7%	N/A	0.186%
11/14/2025	Tower Research Capital LLC TRC	49,804	$1.09M	0.0%	-9.7%	0.193%
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11/14/2025	Glenmede Investment Management LP	34,561	$759K	0.0%	N/A	0.134%
11/13/2025	UBS Group AG	138,134	$3.04M	0.0%	-19.7%	0.535%
11/13/2025	BNP Paribas Financial Markets	44,414	$976K	0.0%	-88.8%	0.172%
11/13/2025	Private Advisor Group LLC	18,303	$402K	0.0%	-2.6%	0.071%
11/13/2025	Prevail Innovative Wealth Advisors LLC	136,115	$2.99M	0.6%	+21.6%	0.528%
11/13/2025	CreativeOne Wealth LLC	19,361	$425K	0.0%	+7.0%	0.075%
11/12/2025	Trivium Point Advisory LLC	167,253	$3.68M	0.4%	+3.7%	0.648%
11/12/2025	Sumitomo Mitsui Financial Group Inc.	16,831	$370K	0.0%	+18.3%	0.065%
11/12/2025	Choreo LLC	49,292	$1.08M	0.0%	-9.6%	0.191%
11/10/2025	Mount Lucas Management LP	127,038	$2.79M	1.2%	N/A	0.492%

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), Envestnet Asset Management Inc. ($13.97M), 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), and LPL Financial LLC ($6.74M).Learn more on iShares Mortgage Real Estate ETF's institutional investors.

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).

Institutional investors have bought a total of 2,777,331 shares in the last 24 months. This purchase volume represents approximately $60.74M in transactions.

Of the 38 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 867,669 shares in the last 24 months. This volume of shares sold represents approximately $18.96M 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 8/20/2026. New 13F filings are added each quarter as they're published.

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iShares Mortgage Real Estate ETF (REM) Institutional Ownership

REM Institutional Buying and Selling by Quarter

iShares Mortgage Real Estate ETF Major Shareholders & Ownership History

REM Institutional Ownership - Frequently Asked Questions

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iShares Mortgage Real Estate ETF (REM) Institutional Ownership

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

REM Institutional Buying and Selling by Quarter

iShares Mortgage Real Estate ETF Major Shareholders & Ownership History

REM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of REM shares?

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

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

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

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

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