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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

109 hedge funds and large institutions have $176M invested in iShares Mortgage Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 19 closing their positions.

Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
42
Reduced
32
Closed
19
Calls
$766K
Puts
$3.19M
Net Calls
-$2.42M
Net Calls Change
-$1.85M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$8.5M
2
Wells Fargo
2
Wells Fargo
California
$33.7M
3
ACM
3
Aster Capital Management
United Arab Emirates
$3.19M
4
DWM
4
Drive Wealth Management
Utah
$3.04M
5
Raymond James Financial
5
Raymond James Financial
Florida
$2.85M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$0
2
CIM
2
Cambria Investment Management
California
$0
3
TC
3
TownSquare Capital
Utah
$0
4
Man Group
4
Man Group
United Kingdom
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$810K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$33.7M 1,577,216 +315,834 +25%
Morgan Stanley
2
Morgan Stanley
New York
$15.9M 741,903 +3,231 +0.4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.8M 600,405 +46,377 +8%
Bank of America
4
Bank of America
North Carolina
$11.2M 523,995 +9,681 +2%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$8.5M 397,414 +397,405 +4,415,611%
Osaic Holdings
6
Osaic Holdings
Arizona
$7M 328,042 -4,809 -1%
ECM
7
Evergreen Capital Management
Washington
$6.88M 321,751 +18,305 +6%
Ameriprise
8
Ameriprise
Minnesota
$6.34M 296,604 -26,954 -8%
LPL Financial
9
LPL Financial
California
$4.69M 219,571 +21,468 +11%
VAG
10
VisionPoint Advisory Group
Texas
$4.35M 203,395 -7,275 -3%
UBS Group
11
UBS Group
Switzerland
$3.68M 172,058 +22,459 +15%
CG
12
Cynosure Group
Utah
$3.45M 161,494 +33,231 +26%
TPA
13
Trivium Point Advisory
Connecticut
$3.45M 161,240 -128 -0.1%
ACM
14
Aster Capital Management
United Arab Emirates
$3.19M 148,992 +148,992 New
CF
15
Clarity Financial
Texas
$3.1M 145,019 -99,928 -41%
BIA
16
Barry Investment Advisors
Massachusetts
$3.1M 144,845 -788 -0.5%
DWM
17
Drive Wealth Management
Utah
$3.04M 142,151 +113,078 +389%
Raymond James Financial
18
Raymond James Financial
Florida
$2.85M 133,338 +61,364 +85%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.44M 114,073 +5,153 +5%
PIWA
20
Prevail Innovative Wealth Advisors
Kansas
$2.39M 111,968 +14,214 +15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.21M 103,293 -113,465 -52%
HI
22
Harbour Investments
Wisconsin
$1.81M 84,876 +8,073 +11%
T
23
Transce3nd
Texas
$1.42M 66,184 +3,610 +6%
BIM
24
Bridges Investment Management
Nebraska
$1.41M 66,044 +18,526 +39%
TRCT
25
Tower Research Capital (TRC)
New York
$1.18M 55,151 -9,167 -14%
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