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iShares Mortgage Real Estate ETF

121 hedge funds and large institutions have $189M invested in iShares Mortgage Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

8% more funds holding

Funds holding: 112121 (+9)

4% more capital invested

Capital invested by funds: $182M → $189M (+$7.13M)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

1.84% less ownership

Funds ownership: 32.85%31.01% (-1.8%)

51% less call options, than puts

Call options by funds: $3.44M | Put options by funds: $7.06M

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
40
Reduced
40
Closed
8
Calls
$3.44M
Puts
$7.06M
Net Calls
-$3.61M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$35.9M +$1.27M +57,165 +4%
Morgan Stanley
2
Morgan Stanley
New York
$16.8M +$478K +21,430 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14M +$792K +35,551 +6%
Bank of America
4
Bank of America
North Carolina
$11.9M +$379K +16,997 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.88M +$227K +10,173 +3%
ECM
6
Evergreen Capital Management
Washington
$7.38M +$311K +13,944 +4%
Ameriprise
7
Ameriprise
Minnesota
$6.33M -$195K -8,754 -3%
CF
8
Clarity Financial
Texas
$5.64M +$2.49M +111,766 +77%
LPL Financial
9
LPL Financial
California
$5.42M +$604K +27,103 +12%
VAG
10
VisionPoint Advisory Group
Texas
$4.58M +$114K +5,106 +3%
TPA
11
Trivium Point Advisory
Connecticut
$3.67M +$134K +6,013 +4%
BIA
12
Barry Investment Advisors
Massachusetts
$3.13M -$55.5K -2,490 -2%
UBS Group
13
UBS Group
Switzerland
$3.03M -$756K -33,924 -20%
PIWA
14
Prevail Innovative Wealth Advisors
Kansas
$2.99M +$538K +24,147 +22%
CG
15
Cynosure Group
Utah
$2.97M -$591K -26,525 -16%
IFG
16
Independent Financial Group
California
$2.8M -$90.5K -4,060 -3%
MLM
17
Mount Lucas Management
Pennsylvania
$2.79M +$2.83M +127,038 New
BIM
18
Bridges Investment Management
Nebraska
$2.67M +$1.24M +55,533 +84%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.64M +$136K +6,098 +5%
Raymond James Financial
20
Raymond James Financial
Florida
$2.39M -$543K -24,365 -18%
HI
21
Harbour Investments
Wisconsin
$1.98M +$120K +5,388 +6%
SIA
22
Soltis Investment Advisors
Utah
$1.96M +$1.98M +88,994 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.88M -$400K -17,934 -17%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.78M +$599K +26,897 +50%
PCM
25
Prelude Capital Management
New York
$1.76M +$1.78M +80,000 New

REM Hedge Fund Activity: Q3 2025 in Review

121 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage Real Estate ETF (REM) for Q3 2025, worth a combined $189M — up 3.9% from $182M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new REM positions and 8 closed out — a net gain of 10 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was Mount Lucas Management, opening a new position worth an estimated $2.83M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $7.87M.

  • 121 institutional investors held iShares Mortgage Real Estate ETF (REM) as of Q3 2025, up from 112 in Q2 2025.
  • Funds reported $189M of iShares Mortgage Real Estate ETF stock for Q3 2025, up 3.9% quarter-over-quarter.
  • 18 funds opened new iShares Mortgage Real Estate ETF positions in Q3 2025 and 8 closed out, a net change of +10 holders.
  • The largest iShares Mortgage Real Estate ETF buyer in Q3 2025 was Mount Lucas Management, an estimated $2.83M added.
  • The largest iShares Mortgage Real Estate ETF seller in Q3 2025 was BNP Paribas Financial Markets, an estimated $7.87M sold.

Based on aggregated 13F filings for Q3 2025.