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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
Fidelity Investments
101
Fidelity Investments
Massachusetts
$8.31K -$3.11K -138 -27%
Macquarie Group
102
Macquarie Group
Australia
$6.67K -$20K -886 -75%
SIM
103
Synergy Investment Management
Florida
$6K +$23 +1 +0.4%
SL
104
Salomon & Ludwin
Virginia
$5.54K
Jones Financial Companies
105
Jones Financial Companies
Missouri
$5.44K +$1.01K +45 +22%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$4.76K
AIM
107
Anchor Investment Management
South Carolina
$4.49K
IRC
108
Investors Research Corp
Georgia
$3.97K
FFO
109
Fortitude Family Office
Arizona
$3.37K
PTC
110
Private Trust Company
Ohio
$3.37K
GSWM
111
Golden State Wealth Management
California
$3.27K
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$2.91K +$3.38K +150 New
Russell Investments Group
113
Russell Investments Group
United Kingdom
$2.18K +$2.19K +97 New
SWM
114
Spire Wealth Management
Virginia
$2.16K
PA
115
Parallel Advisors
California
$2.04K
PPWM
116
PFG Private Wealth Management
Florida
$1.37K +$1.38K +61 New
AF
117
Allworth Financial
California
$1.36K
DFA
118
DHJJ Financial Advisors
Illinois
$1.12K
VEA
119
Virtus ETF Advisers
New York
$516 +$519 +23 New
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$202 -$2.44M -107,991 -100%
N
121
Natixis
France
$112
AAP
122
Arax Advisory Partners
Colorado
$68 +$68 +3 New
MAWAG
123
Mid-American Wealth Advisory Group
Missouri
-$3.69M -172,918 Closed
AGM
124
Alpine Global Management
New York
-$745K -34,890 Closed
SSA
125
Schonfeld Strategic Advisors
New York
-$498K -23,310 Closed

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.