We are live on ! Find out more
REM icon

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
AAS
51
Avantax Advisory Services
Texas
$528K -$152K -7,247 -23%
QC
52
Quantessence Capital
New York
$502K +$493K +23,470 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$477K +$133K +6,342 +40%
NWM
54
Napa Wealth Management
California
$474K +$17.8K +847 +4%
Mariner
55
Mariner
Kansas
$446K -$212K -10,081 -33%
PAG
56
Private Advisor Group
New Jersey
$402K -$722K -34,351 -65%
BCM
57
Brookstone Capital Management
Illinois
$397K -$81.9K -3,900 -17%
Citigroup
58
Citigroup
New York
$395K +$1.26K +60 +0.3%
MA
59
Mutual Advisors
Nebraska
$392K -$47.3K -2,250 -11%
CW
60
CreativeOne Wealth
Kansas
$387K +$41.3K +1,968 +12%
CFP
61
Cascade Financial Partners
California
$373K
SOS
62
Silver Oak Securities
Tennessee
$329K +$9.33K +444 +3%
JWCA
63
J.W. Cole Advisors
Florida
$323K +$317K +15,104 New
Comerica Bank
64
Comerica Bank
Texas
$318K +$34.7K +1,651 +12%
AIM
65
Advyzon Investment Management
Illinois
$313K +$5.38K +256 +2%
SMFG
66
Sumitomo Mitsui Financial Group
Japan
$304K
FIM
67
FWL Investment Management
Texas
$301K -$101K -4,830 -26%
Lido Advisors
68
Lido Advisors
California
$270K +$2.44K +116 +0.9%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$240K -$93.4K -4,448 -28%
NS
70
NBC Securities
Alabama
$240K
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$234K -$307K -14,603 -57%
Stifel Financial
72
Stifel Financial
Missouri
$233K +$229K +10,881 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$221K +$2.37K +113 +1%
IA
74
IFP Advisors
Florida
$219K -$26.8K -1,276 -11%
EWM
75
Endowment Wealth Management
Wisconsin
$205K +$201K +9,565 New

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.