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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
MA
76
MCF Advisors
Kentucky
$138K
JP Morgan Chase
77
JP Morgan Chase
New York
$106K -$50.7K -2,412 -33%
TPWA
78
Twin Peaks Wealth Advisors
California
$93.9K +$89.1K +4,241 New
FFWM
79
Future Financial Wealth Management
Ohio
$62K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$50K +$126 +6 +0.3%
MCM
81
MAI Capital Management
Ohio
$39K -$4.73K -225 -11%
FFA
82
Farther Finance Advisors
California
$32.7K +$22.6K +1,078 +240%
WP
83
WealthShield Partners
North Carolina
$21.4K
PS
84
Principal Securities
Iowa
$19.9K
SAM
85
Smartleaf Asset Management
Massachusetts
$19.1K +$18.9K +900 New
GRP
86
Global Retirement Partners
California
$16.7K +$16.4K +783 New
OWP
87
ORG Wealth Partners
Texas
$12.7K
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K
NA
89
NewEdge Advisors
Louisiana
$11.4K
FWP
90
FAS Wealth Partners
Kansas
$9.03K
CI
91
CX Institutional
Indiana
$9K +$105 +5 +1%
WSFS
92
Wilmington Savings Fund Society
Delaware
$8.02K
TWC
93
TD Waterhouse Canada
Ontario, Canada
$8.01K
SPIA
94
Steward Partners Investment Advisory
New York
$5.95K -$18.8K -895 -76%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$5.89K -$2K -95 -26%
MAWAG
96
Mid-American Wealth Advisory Group
Missouri
$5.75K +$5.65K +269 New
SL
97
Salomon & Ludwin
Virginia
$5.42K
Jones Financial Companies
98
Jones Financial Companies
Missouri
$5.22K
FFO
99
Fortitude Family Office
Arizona
$4.77K +$1.53K +73 +49%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$4.53K

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.