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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

110 hedge funds and large institutions have $177M invested in iShares Mortgage Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-10
Holders Change %
-8.33%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
42
Reduced
33
Closed
20
Calls
$3.17M
Puts
$4.69M
Net Calls
-$1.52M
Net Calls Change
-$946K

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.5M
2
Wells Fargo
Wells Fargo
California
+$6.75M
3
ACM
Aster Capital Management
United Arab Emirates
+$3.19M
4
DWM
Drive Wealth Management
Utah
+$2.42M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.31M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$13.1M
2
CIM
Cambria Investment Management
California
-$8.44M
3
TC
TownSquare Capital
Utah
-$5.41M
4
Man Group
Man Group
United Kingdom
-$3.52M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$33.7M +$6.75M +315,834 +25%
Morgan Stanley
2
Morgan Stanley
New York
$15.9M +$69.1K +3,231 +0.4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.8M +$992K +46,377 +8%
Bank of America
4
Bank of America
North Carolina
$11.2M +$207K +9,681 +2%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$8.5M +$8.5M +397,405 +4,415,611%
Osaic Holdings
6
Osaic Holdings
Arizona
$7M -$103K -4,809 -1%
ECM
7
Evergreen Capital Management
Washington
$6.88M +$391K +18,305 +6%
Ameriprise
8
Ameriprise
Minnesota
$6.34M -$576K -26,954 -8%
LPL Financial
9
LPL Financial
California
$4.69M +$459K +21,468 +11%
VAG
10
VisionPoint Advisory Group
Texas
$4.35M -$156K -7,275 -3%
UBS Group
11
UBS Group
Switzerland
$3.68M +$480K +22,459 +15%
CG
12
Cynosure Group
Utah
$3.45M +$710K +33,231 +26%
TPA
13
Trivium Point Advisory
Connecticut
$3.45M -$2.74K -128 -0.1%
ACM
14
Aster Capital Management
United Arab Emirates
$3.19M +$3.19M +148,992 New
CF
15
Clarity Financial
Texas
$3.1M -$2.14M -99,928 -41%
BIA
16
Barry Investment Advisors
Massachusetts
$3.1M -$16.8K -788 -0.5%
DWM
17
Drive Wealth Management
Utah
$3.04M +$2.42M +113,078 +389%
Raymond James Financial
18
Raymond James Financial
Florida
$2.85M +$1.31M +61,364 +85%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.44M +$110K +5,153 +5%
PIWA
20
Prevail Innovative Wealth Advisors
Kansas
$2.39M +$304K +14,214 +15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.21M -$2.43M -113,465 -52%
HI
22
Harbour Investments
Wisconsin
$1.81M +$173K +8,073 +11%
T
23
Transce3nd
Texas
$1.42M +$77.2K +3,610 +6%
BIM
24
Bridges Investment Management
Nebraska
$1.41M +$396K +18,526 +39%
TRCT
25
Tower Research Capital (TRC)
New York
$1.18M -$196K -9,167 -14%
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