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iShares Mortgage Real Estate ETF (REM) Institutional Ownership

iShares Mortgage Real Estate ETF logo
$17.10 -0.17 (-1.01%)
As of 01:46 PM 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)
60
Total
Institutional Inflows
(last 12 months)
$58.59M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$19.33M
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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
10/9/2026Balefire LLC181,427$3.30M0.5%-9.8%0.703%
9/23/2026Envestnet Asset Management Inc.169,651$3.74M0.0%+6.9%0.658%
9/9/2026Tidal Investments LLC45,923$1.01M0.0%+7.9%0.178%
9/9/2026Arlington Capital Management Inc.50,891$1.12M0.7%+7.8%0.197%
9/9/2026IFP Advisors Inc9,406$207K0.0%-5.3%0.036%
8/20/2026First PREMIER Bank1,547$34K0.0%N/A0.006%
8/20/2026Proficio Capital Partners LLC3,475$77K0.0%-92.9%0.013%
8/20/2026NorthLanding Financial Partners LLC4,091$90K0.1%N/A0.016%
8/20/2026F&V Capital Management LLC17,920$395K0.1%N/A0.069%
7/7/2026Balefire LLC201,161$4.44M0.7%-3.7%0.780%
5/19/2026Bank of America Corp DE584,319$12.55M0.0%+6.2%2.265%
5/19/2026Ashton Thomas Securities LLC2,000$43K0.0%N/A0.008%
5/18/2026Royal Bank of Canada114,396$2.46M0.0%+16.7%0.443%
5/16/2026Quantinno Capital Management LP9,977$214K0.0%N/A0.039%
5/14/2026Lido Advisors LLC13,145$282K0.0%-91.0%0.051%
5/13/2026Cetera Investment Advisers114,911$2.47M0.0%+46.3%0.445%
5/7/2026Balefire LLC208,793$4.48M0.8%+0.3%0.809%
5/7/2026AlphaCentric Advisors LLC9,095$195K0.2%-50.8%0.035%
5/6/2026Independent Financial Group LLC125,408$2.69M0.1%N/A0.486%
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%
5/2/2026Arlington Capital Management Inc.47,214$1.01M0.6%+2.4%0.183%
5/1/2026Fifth Third Bancorp13,394$288K0.0%N/A0.052%
5/1/2026Manning & Napier Advisors LLC28,227$606K0.0%-12.9%0.109%
4/30/2026Kestra Advisory Services LLC30,881$663K0.0%+28.9%0.120%
4/30/2026Sumitomo Mitsui Trust Group Inc.25,221$541K0.0%-2.1%0.098%
4/28/2026Ascentis Independent Advisors21,299$457K0.0%N/A0.083%
4/22/2026Janney Montgomery Scott LLC42,643$916K0.0%+6.4%0.165%
4/21/2026Silver Oak Securities Incorporated9,914$213K0.0%-10.0%0.038%
4/20/2026Kestra Private Wealth Services LLC25,221$541K0.0%+3.0%0.098%
4/17/2026AdvisorNet 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%
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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%
2/16/2026MML 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%
2/11/2026Janney Montgomery Scott LLC40,072$889K0.0%+1.5%0.155%
2/11/2026LPL Financial LLC303,903$6.74M0.0%+23.2%1.178%
2/11/2026J.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%
2/10/2026Bridges 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%
2/6/2026Prevail Innovative Wealth Advisors LLC147,360$3.27M0.6%+8.3%0.571%
2/5/2026Soltis Investment Advisors LLC57,407$1.27M0.1%-35.5%0.223%
2/4/2026One 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%
1/30/2026Wealthfront Advisers LLC37,368$829K0.0%+22.7%0.145%
1/29/2026Comerica Bank14,267$316K0.0%-4.1%0.055%
1/29/2026Kestra Private Wealth Services LLC24,480$543K0.0%-12.6%0.095%
1/29/2026UBS Group AG164,391$3.65M0.0%+19.0%0.637%
1/28/2026Clarity Financial LLC246,757$5.47M0.5%-3.9%0.956%
1/27/2026Evergreen Capital Management LLC344,660$7.65M0.2%+2.7%1.336%
1/26/2026Trivium Point Advisory LLC161,435$3.58M0.4%-3.5%0.626%
1/23/2026Choreo LLC42,044$932K0.0%-14.7%0.163%
1/23/2026Sumitomo Mitsui Trust Group Inc.25,774$572K0.0%-10.6%0.100%
1/21/2026Sound Income Strategies LLC1,600$38K0.0%N/A0.006%
1/20/2026Ethos Financial Group LLC11,275$250K0.0%N/A0.044%
1/20/2026AdvisorNet Financial Inc281,893$6.25M0.3%N/A1.093%
1/15/2026Silver Oak Securities Incorporated11,010$244K0.0%-25.7%0.043%
1/15/2026Brookstone Capital Management11,696$259K0.0%-5.4%0.045%
1/14/2026Wealthcare Advisory Partners LLC20,313$451K0.0%-39.1%0.079%
1/13/2026Capital Investment Advisors LLC31,321$695K0.0%-12.4%0.121%
1/6/2026Arlington Capital Management Inc.46,109$1.02M0.6%-3.8%0.179%
1/5/2026Park 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%
11/17/2025Kestra Private Wealth Services LLC27,997$615K0.0%-15.0%0.109%
11/17/2025First Foundation Advisors35,066$770K0.0%+16.6%0.136%
11/17/2025Triumph 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%
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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%
11/14/2025Arlington 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%
11/13/2025Private Advisor Group LLC18,303$402K0.0%-2.6%0.071%
11/13/2025Prevail Innovative Wealth Advisors LLC136,115$2.99M0.6%+21.6%0.528%


REM Institutional Ownership - Frequently Asked Questions

During the previous two years, 120 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 2,678,418 shares in the last 24 months. This purchase volume represents approximately $58.59M 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 887,926 shares in the last 24 months. This volume of shares sold represents approximately $19.33M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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