Marshall Wace’s iShares Mortgage Real Estate ETF REM Stock Holding History

Marshall Wace’s Portfolio REM Stock Details REM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-21,237	Closed	-$471K	–	3606
2025 Q4	$471K	Buy	+21,237	New	+$472K	﹤0.01%	2260
2023 Q2	–	Sell	-22,800	Closed	-$498K	–	2902
2023 Q1	$498K	Buy	+22,800	New	+$544K	﹤0.01%	2099
2022 Q4	–	Sell	-36,800	Closed	-$770K	–	3339
2022 Q3	$770K	Buy	+36,800	New	+$1.03M	﹤0.01%	2533
2020 Q3	–	Sell	-74,815	Closed	-$1.86M	–	1870
2020 Q2	$1.86M	Buy	74,815 +47,646	+175%	+$1.07M	0.01%	818
2020 Q1	$508K	Buy	+27,169	New	+$1.09M	0.01%	971
2019 Q3	–	Sell	-7,085	Closed	-$299K	–	1894
2019 Q2	$299K	Sell	7,085 -2,500	-26%	-$107K	﹤0.01%	1183
2019 Q1	$415K	Sell	9,585 -4,705	-33%	-$202K	﹤0.01%	1188
2018 Q4	$571K	Buy	+14,290	New	+$606K	0.01%	1059

Other funds holding REM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Marshall Wace's REM Position: Q1 2026 in Review

Marshall Wace sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2026, closing a stake of 21,237 shares — an estimated $471K sold.

Marshall Wace first reported a position in REM in Q4 2018 and held it in 8 quarters. The position peaked at $1.86M in Q2 2020. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

Marshall Wace reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 21,237 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $471K.
Marshall Wace first reported a position in iShares Mortgage Real Estate ETF in Q4 2018 and held it in 8 quarters.
Marshall Wace's iShares Mortgage Real Estate ETF position peaked at $1.86M in Q2 2020.
119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.