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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
AWM
51
AE Wealth Management
Kansas
$641K -$38.7K -1,716 -6%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$584K -$1.1M -48,564 -66%
I
53
INVST
Indiana
$582K +$147K +6,515 +34%
TSS
54
Two Sigma Securities
New York
$563K +$292K +12,941 +106%
RCM
55
Robinson Capital Management
Michigan
$553K
Wealthfront Advisers
56
Wealthfront Advisers
California
$543K +$226K +10,012 +70%
KAS
57
Kestra Advisory Services
Texas
$528K +$26.6K +1,178 +5%
BCM
58
Brookstone Capital Management
Illinois
$504K -$141K -6,231 -22%
NWM
59
Napa Wealth Management
California
$479K -$114K -5,037 -19%
FIM
60
FWL Investment Management
Texas
$424K +$131K +5,829 +45%
Citigroup
61
Citigroup
New York
$414K -$125K -5,525 -23%
MA
62
Mutual Advisors
Nebraska
$413K -$11.3K -500 -2%
Jane Street
63
Jane Street
New York
$404K +$406K +17,985 New
CFP
64
Cascade Financial Partners
California
$392K -$40.6K -1,800 -9%
HF
65
HRT Financial
New York
$370K +$373K +16,521 New
CW
66
CreativeOne Wealth
Kansas
$362K +$37K +1,640 +11%
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$361K +$383 +17 +0.1%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$358K +$6.47K +287 +2%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$352K -$14.1K -623 -4%
SOS
70
Silver Oak Securities
Tennessee
$331K +$1.69K +75 +0.5%
Millennium Management
71
Millennium Management
New York
$327K -$7.67K -340 -2%
AIM
72
Advyzon Investment Management
Illinois
$323K +$13.4K +594 +4%
SMFG
73
Sumitomo Mitsui Financial Group
Japan
$319K
Comerica Bank
74
Comerica Bank
Texas
$297K -$104K -4,621 -26%
Lido Advisors
75
Lido Advisors
California
$281K

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.