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iShares Mortgage Real Estate ETF

122 hedge funds and large institutions have $209M invested in iShares Mortgage Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $167M → $209M (+$42M)

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

3.15% more ownership

Funds ownership: 29.01%32.16% (+3.2%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

9% less call options, than puts

Call options by funds: $5.55M | Put options by funds: $6.12M

2% less funds holding

Funds holding: 124122 (-2)

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
45
Reduced
38
Closed
13
Calls
$5.55M
Puts
$6.12M
Net Calls
-$569K
Net Calls Change
+$8.69M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$1.72M +$62.9K +2,788 +4%
Raymond James Financial
27
Raymond James Financial
Florida
$1.62M +$1.08M +48,057 +201%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.58M +$253K +11,226 +19%
TRCT
29
Tower Research Capital (TRC)
New York
$1.44M -$331K -14,663 -19%
CL
30
Choreo LLC
Illinois
$1.43M -$238K -10,543 -14%
T
31
Transce3nd
Texas
$1.4M +$70.4K +3,120 +5%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.32M -$496K -22,006 -27%
KPWS
33
Kestra Private Wealth Services
Texas
$1.26M +$999K +44,266 +372%
TI
34
Tidal Investments
Wisconsin
$1.23M +$1.24M +54,909 New
PAG
35
Private Advisor Group
New Jersey
$1.19M +$20K +887 +2%
IWM
36
IHT Wealth Management
Illinois
$1.16M -$5.26K -233 -0.4%
BIM
37
Bridges Investment Management
Nebraska
$1.07M -$3.38K -150 -0.3%
CIA
38
Capital Investment Advisors
Georgia
$1.01M -$250K -11,078 -20%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$908K -$31.8K -1,411 -3%
BAAM
40
Baker Avenue Asset Management
California
$896K +$26.3K +1,164 +3%
MNA
41
Manning & Napier Advisors
New York
$757K -$68.8K -3,048 -8%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$750K -$6.36K -282 -0.8%
FFA
43
First Foundation Advisors
California
$744K -$7.74K -343 -1%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$718K +$8.84K +392 +1%
AAS
45
Avantax Advisory Services
Texas
$717K +$156K +6,896 +28%
Mariner
46
Mariner
Kansas
$694K -$111K -4,934 -14%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$680K +$202K +8,952 +42%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$663K -$50.1K -2,221 -7%
DWM
49
Drive Wealth Management
Utah
$652K -$1.59M -70,323 -71%
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$642K +$36.1K +1,600 +6%

REM Hedge Fund Activity: Q1 2025 in Review

122 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q1 2025, worth a combined $209M — up 25% from $167M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new REM positions and 13 closed out — a net gain of 1 holder — while 45 added to existing stakes and 38 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $13.2M. The largest seller was Mid-American Wealth Advisory Group, exiting entirely with an estimated $3.69M sold.

  • 122 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q1 2025, down from 124 in Q4 2024.
  • Funds reported $209M of iShares Mortgage Real Estate ETF stock for Q1 2025, up 25% quarter-over-quarter.
  • 14 funds opened new iShares Mortgage Real Estate ETF positions in Q1 2025 and 13 closed out, a net change of +1 holder.
  • The largest iShares Mortgage Real Estate ETF buyer in Q1 2025 was Two Sigma Investments, an estimated $13.2M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q1 2025 was Mid-American Wealth Advisory Group, an estimated $3.69M sold.

Based on aggregated 13F filings for Q1 2025.