We are live on ! Find out more
REM icon

iShares Mortgage Real Estate ETF
REM

119 hedge funds and large institutions have $202M invested in iShares Mortgage Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 35.49% → 36.66% (+1.2%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

2% less funds holding

Funds holding: 122 → 119 (-3)

9% less capital invested

Capital invested by funds: $223M → $202M (-$20.7M)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

51% less call options, than puts

Call options by funds: $3.38M | Put options by funds: $6.94M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
35
Reduced
39
Closed
19
Calls
$3.38M
Puts
$6.94M
Net Calls
-$3.56M
Net Calls Change
+$1.56M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$24.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$13.3M
3
ECM
Evergreen Capital Management
Washington
+$7.23M
4
Morgan Stanley
Morgan Stanley
New York
+$3.98M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.94M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$26.4M
2
Wells Fargo
Wells Fargo
California
-$12.5M
3
CF
Clarity Financial
Texas
-$5.47M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$3.62M
5
TPA
Trivium Point Advisory
Connecticut
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
101
ORG Wealth Partners
Texas
$12.6K – – –
FWP
102
FAS Wealth Partners
Kansas
$9.07K – – –
CI
103
CX Institutional
Indiana
$9K -$1.48K -66 -14%
WSFS
104
Wilmington Savings Fund Society
Delaware
$8.05K – – –
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.69K – – –
SL
106
Salomon & Ludwin
Virginia
$5.34K – – –
AIM
107
Anchor Investment Management
South Carolina
$4.29K – – –
IRC
108
Investors Research Corp
Georgia
$3.82K – – –
GSWM
109
Golden State Wealth Management
California
$3.42K +$22 +1 +0.6%
PTC
110
Private Trust Company
Ohio
$3.22K – – –
SWM
111
Spire Wealth Management
Virginia
$2.06K – – –
PA
112
Parallel Advisors
California
$1.95K – – –
AF
113
Allworth Financial
California
$1.55K – – –
Russell Investments Group
114
Russell Investments Group
United Kingdom
$1.29K -$314 -14 -19%
DFA
115
DHJJ Financial Advisors
Illinois
$1.07K – – –
VNA
116
Valley National Advisers
Pennsylvania
$1K – – –
VEA
117
Virtus ETF Advisers
New York
$515 +$22 +1 +4%
SS
118
SBI Securities
Japan
$386 +$404 +18 New
AAP
119
Arax Advisory Partners
Colorado
$65 -$22 -1 -33%
Two Sigma Investments
120
Two Sigma Investments
New York
– -$26.4M -1,191,258 Closed
CF
121
Clarity Financial
Texas
– -$5.47M -246,757 Closed
Kovitz Investment Group Partners
122
Kovitz Investment Group Partners
Illinois
– -$3.62M -163,402 Closed
TPA
123
Trivium Point Advisory
Connecticut
– -$3.58M -161,435 Closed
PIWA
124
Prevail Innovative Wealth Advisors
Kansas
– -$3.27M -147,360 Closed
Macquarie Group
125
Macquarie Group
Australia
– -$1.13M -51,040 Closed
2 3 4
5
6