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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

120 hedge funds and large institutions have $206M invested in iShares Mortgage Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-3
Holders Change %
-2.44%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
44
Reduced
38
Closed
13
Calls
$5.55M
Puts
$6.12M
Net Calls
-$569K
Net Calls Change
+$8.69M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$13.1M
2
CIM
Cambria Investment Management
California
+$8.44M
3
ECM
Evergreen Capital Management
Washington
+$5.99M
4
TC
TownSquare Capital
Utah
+$5.41M
5
Wells Fargo
Wells Fargo
California
+$3.88M

Top Sellers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$3.69M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.42M
3
Ameriprise
Ameriprise
Minnesota
-$2.24M
4
DWM
Drive Wealth Management
Utah
-$1.58M
5
UBS Group
UBS Group
Switzerland
-$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$28.3M +$3.88M +173,076 +16%
Morgan Stanley
2
Morgan Stanley
New York
$16.6M -$453K -20,195 -3%
Two Sigma Investments
3
Two Sigma Investments
New York
$13.1M +$13.1M +584,158 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.4M +$1.69M +75,361 +16%
Bank of America
5
Bank of America
North Carolina
$11.5M +$116K +5,165 +1%
CIM
6
Cambria Investment Management
California
$8.44M +$8.44M +376,009 New
Osaic Holdings
7
Osaic Holdings
Arizona
$7.47M +$189K +8,411 +3%
Ameriprise
8
Ameriprise
Minnesota
$7.26M -$2.24M -99,791 -24%
ECM
9
Evergreen Capital Management
Washington
$6.81M +$5.99M +266,753 +727%
CF
10
Clarity Financial
Texas
$5.5M +$800K +35,655 +17%
TC
11
TownSquare Capital
Utah
$5.41M +$5.41M +240,936 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.86M +$1.94M +86,263 +66%
VAG
13
VisionPoint Advisory Group
Texas
$4.73M +$209K +9,326 +5%
LPL Financial
14
LPL Financial
California
$4.45M +$213K +9,496 +5%
Citadel Advisors
15
Citadel Advisors
Florida
$3.78M -$864K -38,482 -19%
TPA
16
Trivium Point Advisory
Connecticut
$3.62M +$27.1K +1,206 +0.8%
Man Group
17
Man Group
United Kingdom
$3.52M -$736K -32,804 -17%
UBS Group
18
UBS Group
Switzerland
$3.36M -$1.39M -61,988 -29%
BIA
19
Barry Investment Advisors
Massachusetts
$3.27M +$65.1K +2,901 +2%
CG
20
Cynosure Group
Utah
$2.88M +$651K +29,030 +29%
MLM
21
Mount Lucas Management
Pennsylvania
$2.59M +$1.11M +49,322 +74%
CF
22
Copperwynd Financial
Arizona
$2.55M +$2.55M +113,510 New
MML Investors Services
23
MML Investors Services
Massachusetts
$2.44M +$150K +6,671 +7%
PIWA
24
Prevail Innovative Wealth Advisors
Kansas
$2.19M +$908K +40,449 +71%
HI
25
Harbour Investments
Wisconsin
$1.72M +$62.6K +2,788 +4%
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