iShares Mortgage Real Estate ETF
REM
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.
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: 124 → 122 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$13.2M |
| 2 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$8.48M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$6.02M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$5.44M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$3.69M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$2.44M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.25M |
| 4 |
DWM
Drive Wealth Management
Lehi,
Utah
|
-$1.59M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
126
Park Avenue Securities
New York
| – | -$381K | -17,868 | Closed |
|
|
SF
127
Symphony Financial
Houston,
Texas
| – | -$280K | -12,715 | Closed |
|
|
WS
128
Wedbush Securities
Los Angeles,
California
| – | -$265K | -12,404 | Closed |
|
|
JWCA
129
J.W. Cole Advisors
Tampa,
Florida
| – | -$215K | -10,093 | Closed |
|
|
SA
130
SFI Advisors
Montclair,
New Jersey
| – | -$209K | -9,792 | Closed |
|
|
EW
131
Element Wealth
Ridgeland,
Mississippi
| – | -$24.6K | -1,154 | Closed |
|
|
EWA
132
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$4.27K | -200 | Closed |
|
|
OC
133
Oarsman Capital
Milwaukee,
Wisconsin
| – | -$3.04K | -142 | Closed |
|
134
US Bancorp
Minneapolis,
Minnesota
| – | -$2.67K | -125 | Closed |
|
|
CFD
135
Creative Financial Designs
Kokomo,
Indiana
| – | -$555 | -26 | 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.