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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
Wells Fargo
1
Wells Fargo
California
$28.3M +$3.9M +173,076 +16%
Morgan Stanley
2
Morgan Stanley
New York
$16.6M -$456K -20,195 -3%
Two Sigma Investments
3
Two Sigma Investments
New York
$13.1M +$13.2M +584,158 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.4M +$1.7M +75,361 +16%
Bank of America
5
Bank of America
North Carolina
$11.5M +$117K +5,165 +1%
CIM
6
Cambria Investment Management
California
$8.44M +$8.48M +376,009 New
Osaic Holdings
7
Osaic Holdings
Arizona
$7.47M +$190K +8,411 +3%
Ameriprise
8
Ameriprise
Minnesota
$7.26M -$2.25M -99,791 -24%
ECM
9
Evergreen Capital Management
Washington
$6.81M +$6.02M +266,753 +727%
CF
10
Clarity Financial
Texas
$5.5M +$804K +35,655 +17%
TC
11
TownSquare Capital
Utah
$5.41M +$5.44M +240,936 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.86M +$1.95M +86,263 +66%
VAG
13
VisionPoint Advisory Group
Texas
$4.73M +$210K +9,326 +5%
LPL Financial
14
LPL Financial
California
$4.45M +$214K +9,496 +5%
Citadel Advisors
15
Citadel Advisors
Florida
$3.78M -$868K -38,482 -19%
TPA
16
Trivium Point Advisory
Connecticut
$3.62M +$27.2K +1,206 +0.8%
Man Group
17
Man Group
United Kingdom
$3.52M -$740K -32,804 -17%
UBS Group
18
UBS Group
Switzerland
$3.36M -$1.4M -61,988 -29%
BIA
19
Barry Investment Advisors
Massachusetts
$3.27M +$65.4K +2,901 +2%
CG
20
Cynosure Group
Utah
$2.88M +$655K +29,030 +29%
IFG
21
Independent Financial Group
California
$2.84M +$756K +33,517 +36%
MLM
22
Mount Lucas Management
Pennsylvania
$2.59M +$1.11M +49,322 +74%
CF
23
Copperwynd Financial
Arizona
$2.55M +$2.56M +113,510 New
MML Investors Services
24
MML Investors Services
Massachusetts
$2.44M +$150K +6,671 +7%
PIWA
25
Prevail Innovative Wealth Advisors
Kansas
$2.19M +$912K +40,449 +71%

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.