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iShares Mortgage Real Estate ETF

112 hedge funds and large institutions have $182M invested in iShares Mortgage Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

0.68% more ownership

Funds ownership: 32.16%32.85% (+0.68%)

8% less funds holding

Funds holding: 122112 (-10)

13% less capital invested

Capital invested by funds: $209M → $182M (-$27.7M)

32% less call options, than puts

Call options by funds: $3.17M | Put options by funds: $4.69M

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
45
Reduced
32
Closed
20
Calls
$3.17M
Puts
$4.69M
Net Calls
-$1.51M
Net Calls Change
-$946K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$33.7M +$6.63M +315,834 +25%
Morgan Stanley
2
Morgan Stanley
New York
$15.9M +$67.9K +3,231 +0.4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.8M +$974K +46,377 +8%
Bank of America
4
Bank of America
North Carolina
$11.2M +$203K +9,681 +2%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$8.5M +$8.35M +397,405 +4,415,611%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.12M +$984K +46,820 +14%
ECM
7
Evergreen Capital Management
Washington
$6.88M +$385K +18,305 +6%
Ameriprise
8
Ameriprise
Minnesota
$6.34M -$566K -26,954 -8%
LPL Financial
9
LPL Financial
California
$4.69M +$451K +21,468 +11%
VAG
10
VisionPoint Advisory Group
Texas
$4.35M -$153K -7,275 -3%
UBS Group
11
UBS Group
Switzerland
$3.68M +$472K +22,459 +15%
CG
12
Cynosure Group
Utah
$3.45M +$698K +33,231 +26%
TPA
13
Trivium Point Advisory
Connecticut
$3.45M -$2.69K -128 -0.1%
ACM
14
Aster Capital Management
United Arab Emirates
$3.19M +$3.13M +148,992 New
CF
15
Clarity Financial
Texas
$3.1M -$2.1M -99,928 -41%
BIA
16
Barry Investment Advisors
Massachusetts
$3.1M -$16.6K -788 -0.5%
DWM
17
Drive Wealth Management
Utah
$3.04M +$2.38M +113,078 +389%
Raymond James Financial
18
Raymond James Financial
Florida
$2.85M +$1.29M +61,364 +85%
IFG
19
Independent Financial Group
California
$2.81M +$104K +4,962 +4%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.44M +$108K +5,153 +5%
PIWA
21
Prevail Innovative Wealth Advisors
Kansas
$2.39M +$299K +14,214 +15%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.21M -$2.38M -113,465 -52%
HI
23
Harbour Investments
Wisconsin
$1.81M +$170K +8,073 +11%
T
24
Transce3nd
Texas
$1.42M +$75.8K +3,610 +6%
BIM
25
Bridges Investment Management
Nebraska
$1.41M +$389K +18,526 +39%

REM Hedge Fund Activity: Q2 2025 in Review

112 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q2 2025, worth a combined $182M — down 13% from $209M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of REM and 10 opened new positions — a net loss of 10 holders — while 32 trimmed existing stakes and 45 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $8.35M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $13.1M sold.

  • 112 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q2 2025, down from 122 in Q1 2025.
  • Funds reported $182M of iShares Mortgage Real Estate ETF stock for Q2 2025, down 13% quarter-over-quarter.
  • 10 funds opened new iShares Mortgage Real Estate ETF positions in Q2 2025 and 20 closed out, a net change of -10 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $8.35M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q2 2025 was Two Sigma Investments, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2025.