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iShares Mortgage Real Estate ETF

121 hedge funds and large institutions have $189M invested in iShares Mortgage Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

8% more funds holding

Funds holding: 112121 (+9)

4% more capital invested

Capital invested by funds: $182M → $189M (+$7.13M)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

1.84% less ownership

Funds ownership: 32.85%31.01% (-1.8%)

51% less call options, than puts

Call options by funds: $3.44M | Put options by funds: $7.06M

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
40
Reduced
40
Closed
8
Calls
$3.44M
Puts
$7.06M
Net Calls
-$3.61M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$576K +$585K +26,240 New
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$552K +$316K +14,170 +129%
AWM
53
AE Wealth Management
Kansas
$526K -$122K -5,483 -19%
KAS
54
Kestra Advisory Services
Texas
$519K -$65.7K -2,947 -11%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$498K +$7.98K +358 +2%
NWM
56
Napa Wealth Management
California
$477K -$10.3K -460 -2%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$474K +$481K +21,573 New
Mariner
58
Mariner
Kansas
$459K +$914 +41 +0.2%
PAS
59
Park Avenue Securities
New York
$450K -$105K -4,698 -19%
CW
60
CreativeOne Wealth
Kansas
$425K +$28.1K +1,263 +7%
PAG
61
Private Advisor Group
New Jersey
$402K -$10.8K -485 -3%
Renaissance Technologies
62
Renaissance Technologies
New York
$395K +$401K +18,000 New
MA
63
Mutual Advisors
Nebraska
$389K
SMFG
64
Sumitomo Mitsui Financial Group
Japan
$370K +$58.1K +2,608 +18%
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$357K -$356K -15,977 -50%
Macquarie Group
66
Macquarie Group
Australia
$350K -$430K -19,316 -55%
Comerica Bank
67
Comerica Bank
Texas
$327K
SOS
68
Silver Oak Securities
Tennessee
$325K -$12.8K -575 -4%
AIM
69
Advyzon Investment Management
Illinois
$322K +$156 +7 +0%
CFP
70
Cascade Financial Partners
California
$317K -$66.8K -3,000 -17%
JWCA
71
J.W. Cole Advisors
Florida
$278K -$55K -2,469 -16%
Lido Advisors
72
Lido Advisors
California
$276K -$1.29K -58 -0.5%
BCM
73
Brookstone Capital Management
Illinois
$272K -$138K -6,215 -33%
EWM
74
Endowment Wealth Management
Wisconsin
$262K +$52.5K +2,358 +25%
NS
75
NBC Securities
Alabama
$247K

REM Hedge Fund Activity: Q3 2025 in Review

121 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q3 2025, worth a combined $189M — up 3.9% from $182M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new REM positions and 8 closed out — a net gain of 10 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was Mount Lucas Management, opening a new position worth an estimated $2.83M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $7.87M.

  • 121 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q3 2025, up from 112 in Q2 2025.
  • Funds reported $189M of iShares Mortgage Real Estate ETF stock for Q3 2025, up 3.9% quarter-over-quarter.
  • 18 funds opened new iShares Mortgage Real Estate ETF positions in Q3 2025 and 8 closed out, a net change of +10 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q3 2025 was Mount Lucas Management, an estimated $2.83M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q3 2025 was BNP Paribas Financial Markets, an estimated $7.87M sold.

Based on aggregated 13F filings for Q3 2025.