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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
IA
76
IFP Advisors
Florida
$258K +$222K +9,833 +583%
NS
77
NBC Securities
Alabama
$252K +$253K +11,220 +102,000%
Cerity Partners
78
Cerity Partners
New York
$250K
Goldman Sachs
79
Goldman Sachs
New York
$246K +$34.1K +1,511 +16%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$230K -$25.7K -1,139 -10%
SIAG
81
Safeguard Investment Advisory Group
California
$201K -$19.2K -850 -9%
Simplex Trading
82
Simplex Trading
Illinois
$198K -$303K -13,445 -60%
JP Morgan Chase
83
JP Morgan Chase
New York
$166K -$676K -29,955 -80%
MA
84
MCF Advisors
Kentucky
$145K
FFWM
85
Future Financial Wealth Management
Ohio
$65.1K -$158K -7,000 -71%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$53K +$5.1K +226 +11%
PFM
87
Phillips Financial Management
Indiana
$51.3K +$51.6K +2,287 New
MCM
88
MAI Capital Management
Ohio
$45.9K
SPIA
89
Steward Partners Investment Advisory
New York
$26.3K +$23 +1 +0.1%
WP
90
WealthShield Partners
North Carolina
$22.4K
PS
91
Principal Securities
Iowa
$19.9K
OWP
92
ORG Wealth Partners
Texas
$13.2K
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K
NA
94
NewEdge Advisors
Louisiana
$12K
FFA
95
Farther Finance Advisors
California
$10.1K -$5.05K -224 -33%
FWP
96
FAS Wealth Partners
Kansas
$9.48K +$45 +2 +0.5%
Group One Trading
97
Group One Trading
Illinois
$9.2K -$8.08K -358 -47%
CI
98
CX Institutional
Indiana
$9K +$8.96K +397 New
WSFS
99
Wilmington Savings Fund Society
Delaware
$8.41K
TWC
100
TD Waterhouse Canada
Ontario, Canada
$8.35K

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.