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iShares Mortgage Real Estate ETF

112 hedge funds and large institutions have $182M invested in iShares Mortgage Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

0.68% more ownership

Funds ownership: 32.16%32.85% (+0.68%)

8% less funds holding

Funds holding: 122112 (-10)

13% less capital invested

Capital invested by funds: $209M → $182M (-$27.7M)

32% less call options, than puts

Call options by funds: $3.17M | Put options by funds: $4.69M

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
45
Reduced
32
Closed
20
Calls
$3.17M
Puts
$4.69M
Net Calls
-$1.51M
Net Calls Change
-$946K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$1.18M -$193K -9,167 -14%
CL
27
Choreo LLC
Illinois
$1.17M -$196K -9,350 -15%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.16M -$95.9K -4,566 -8%
IWM
29
IHT Wealth Management
Illinois
$1.11M +$777 +37 +0.1%
TI
30
Tidal Investments
Wisconsin
$1.06M -$108K -5,142 -9%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$857K -$7.25K -345 -0.9%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$845K -$651K -30,998 -44%
CIA
33
Capital Investment Advisors
Georgia
$844K -$113K -5,360 -12%
Citadel Advisors
34
Citadel Advisors
Florida
$810K -$2.75M -130,774 -78%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$763K +$113K +5,362 +18%
Macquarie Group
36
Macquarie Group
Australia
$753K +$734K +34,946 +11,766%
MNA
37
Manning & Napier Advisors
New York
$723K +$1.13K +54 +0.2%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$722K +$7.35K +350 +1%
KPWS
39
Kestra Private Wealth Services
Texas
$705K -$488K -23,207 -41%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$701K +$339K +16,144 +100%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$674K -$9.24K -440 -1%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$669K +$36.5K +1,738 +6%
FFA
43
First Foundation Advisors
California
$643K -$64.7K -3,079 -9%
AWM
44
AE Wealth Management
Kansas
$629K +$17.6K +840 +3%
RCM
45
Robinson Capital Management
Michigan
$629K +$96.3K +4,583 +18%
Wealthfront Advisers
46
Wealthfront Advisers
California
$619K +$99.8K +4,753 +20%
KAS
47
Kestra Advisory Services
Texas
$568K +$64.3K +3,059 +13%
I
48
INVST
Indiana
$565K +$10.6K +503 +2%
PAS
49
Park Avenue Securities
New York
$538K +$529K +25,183 New
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$532K -$77.7K -3,700 -13%

REM Hedge Fund Activity: Q2 2025 in Review

112 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q2 2025, worth a combined $182M — down 13% from $209M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of REM and 10 opened new positions — a net loss of 10 holders — while 32 trimmed existing stakes and 45 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $8.35M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $13.1M sold.

  • 112 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q2 2025, down from 122 in Q1 2025.
  • Funds reported $182M of iShares Mortgage Real Estate ETF stock for Q2 2025, down 13% quarter-over-quarter.
  • 10 funds opened new iShares Mortgage Real Estate ETF positions in Q2 2025 and 20 closed out, a net change of -10 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $8.35M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q2 2025 was Two Sigma Investments, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2025.