Go Pro
→ Here’s the stock symbol I’ve promised (From Stansberry Research) (Ad)tc pixel Free REM Stock Alerts

iShares Mortgage Real Estate ETF (REM) Institutional Ownership

iShares Mortgage Real Estate ETF logo
$22.12 -0.01 (-0.05%)
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)
62
Total
Institutional Inflows
(last 12 months)
$70.66M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$19.14M
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
7/7/2026 Balefire LLC201,161$4.44M0.7%-3.7%0.780%
5/19/2026Bank 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%
5/18/2026Royal 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%
5/1/2026Manning & 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%
2/18/2026Man Group plc153,690$3.41M0.0%N/A0.596%
2/18/2026IHT Wealth Management LLC48,340$1.07M0.0%-7.2%0.187%
2/17/2026 Cetera Investment Advisers78,546$1.74M0.0%+21.6%0.304%
2/17/2026Osaic Holdings Inc.391,479$8.68M0.0%+0.4%1.517%
2/17/2026 Captrust Financial Advisors34,255$760K0.0%+3.7%0.133%
2/17/2026Royal Bank of Canada98,004$2.17M0.0%+14.8%0.380%
2/17/2026 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%
2/13/2026Advyzon 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%
2/12/2026 AlphaCentric Advisors LLC18,493$410K0.4%N/A0.072%
Melt Up or MELT DOWN? (Ad)

Stocks hit record highs one week, then investors brace for a crash the next. Legendary trader Larry Benedict says he's seen this exact pattern play out for four decades. According to Benedict, nearly every tech-driven bull market follows the same script, and the outcome matters less than having the right strategy in place. He's sharing the approach he used for his Wall Street clients to navigate markets regardless of direction.tc pixel

Click here to see Larry Benedict's full market strategy now
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%
2/10/2026Foundations 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%
2/3/2026Manning & 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%
11/17/2025First Foundation Advisors35,066$770K0.0%+16.6%0.136%
11/17/2025 Triumph 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%
11/14/2025 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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%
11/12/2025 Trivium Point Advisory LLC167,253$3.68M0.4%+3.7%0.648%
11/12/2025 Sumitomo Mitsui Financial Group Inc.16,831$370K0.0%+18.3%0.065%
11/12/2025 Choreo LLC49,292$1.08M0.0%-9.6%0.191%
11/10/2025 Mount Lucas Management LP127,038$2.79M1.2%N/A0.492%
11/7/2025 JPMorgan Chase & Co.6,285$138K0.0%+26.2%0.024%
11/6/2025 Endowment Wealth Management Inc.11,923$262K0.1%+24.7%0.046%
11/6/2025 Wealthfront 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%


REM Institutional Ownership - Frequently Asked Questions

During the previous two years, 117 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 99 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 3,245,351 shares in the last 24 months. This purchase volume represents approximately $70.66M 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), Cynosure Group LLC ($36.97K), Ameriprise Financial Inc. ($35.71K), 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 878,170 shares in the last 24 months. This volume of shares sold represents approximately $19.14M 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 7/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
AI insiders stockpile guns, gold & gas masks
Keith Kaplan, CEO of TradeSmith, has spent more than $17 million studying AI since 2022. He says a major shift...
TradeSmith | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Who Really Gets Rich from IPOs?
Peter Thiel turned a $500,000 stake in Meta into nearly $1 billion by investing eight years before its IPO. Tr...
Weiss Ratings | Sponsoredtc pixel