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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
FIM
76
FWL Investment Management
Texas
$244K -$65.6K -2,945 -21%
IA
77
IFP Advisors
Florida
$221K -$4.46K -200 -2%
Jane Street
78
Jane Street
New York
$220K +$223K +10,000 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$219K -$8.56K -384 -4%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$217K -$29.8K -1,336 -12%
FFO
81
Fortitude Family Office
Arizona
$171K +$169K +7,582 +3,400%
MA
82
MCF Advisors
Kentucky
$142K
JP Morgan Chase
83
JP Morgan Chase
New York
$138K +$29.1K +1,305 +26%
Simplex Trading
84
Simplex Trading
Illinois
$97K +$99.3K +4,457 New
FFWM
85
Future Financial Wealth Management
Ohio
$63.7K
ASN
86
Advisory Services Network
Georgia
$57.6K +$58.5K +2,624 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$43K -$9.07K -407 -17%
MCM
88
MAI Capital Management
Ohio
$40K
GRP
89
Global Retirement Partners
California
$28.3K +$11.3K +506 +65%
FFA
90
Farther Finance Advisors
California
$22.6K -$11.1K -499 -33%
PS
91
Principal Securities
Iowa
$22.6K +$2.12K +95 +10%
WP
92
WealthShield Partners
North Carolina
$22K
AF
93
Allworth Financial
California
$21K +$19.8K +887 +1,304%
T
94
Transce3nd
Texas
$18.2K -$1.46M -65,373 -99%
SAM
95
Smartleaf Asset Management
Massachusetts
$16.4K -$3.34K -150 -17%
SA
96
Strategic Advocates
Utah
$13.1K +$13.3K +598 New
OWP
97
ORG Wealth Partners
Texas
$12.9K
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$12.6K +$6.62K +297 +108%
NA
100
NewEdge Advisors
Louisiana
$11.7K

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.