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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
FWP
101
FAS Wealth Partners
Kansas
$9.28K
CI
102
CX Institutional
Indiana
$9K -$178 -8 -2%
TWC
103
TD Waterhouse Canada
Ontario, Canada
$8.37K
WSFS
104
Wilmington Savings Fund Society
Delaware
$8.24K
SPIA
105
Steward Partners Investment Advisory
New York
$6.24K +$134 +6 +2%
SL
106
Salomon & Ludwin
Virginia
$5.52K
Jones Financial Companies
107
Jones Financial Companies
Missouri
$5.41K
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$4.66K
AIM
109
Anchor Investment Management
South Carolina
$4.39K
IRC
110
Investors Research Corp
Georgia
$3.91K +$22 +1 +0.6%
GSWM
111
Golden State Wealth Management
California
$3.35K +$67 +3 +2%
PTC
112
Private Trust Company
Ohio
$3.3K
SWM
113
Spire Wealth Management
Virginia
$2.11K
PA
114
Parallel Advisors
California
$2K
Russell Investments Group
115
Russell Investments Group
United Kingdom
$1.63K
DFA
116
DHJJ Financial Advisors
Illinois
$1.1K
VNA
117
Valley National Advisers
Pennsylvania
$1K +$1.4K +63 New
BTI
118
Blue Trust Inc
Georgia
$879 +$891 +40 New
VEA
119
Virtus ETF Advisers
New York
$505
Group One Trading
120
Group One Trading
Illinois
$220 +$223 +10 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$44 +$45 +2 New
ACM
122
Aster Capital Management
United Arab Emirates
-$3.19M -148,992 Closed
DWM
123
Drive Wealth Management
Utah
-$3.04M -142,151 Closed
RCM
124
Robinson Capital Management
Michigan
-$656K -29,420 Closed
QC
125
Quantessence Capital
New York
-$502K -23,470 Closed

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.