Who Owns REM?

iShares Mortgage Real Estate ETF — Institutional Ownership & 13F Holdings

$23.07

-0.01 (-0.02%)

Market Cap

$585.4M

Shares Outstanding

23,734,921

Institutional Holders

119

Total Inst. Value

$535.5M

% of Float Held

QoQ Holder Change

+27

Institutional data as of Q1 2025

New Positions

26

Closed Positions

14

Increased

39

Decreased

34

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$357.8M15,945
2WELLS FARGO & COMPANY/MN$28.3M1,261,382
3MORGAN STANLEY$16.6M738,672
4BANK OF AMERICA CORP /DE/$11.5M514,314
5Cambria Investment Management, L.P.New$8.4M376,009
6JONES FINANCIAL COMPANIES LLLP$7.6M152,165
7OSAIC HOLDINGS, INC.$7.5M332,851
8AMERIPRISE FINANCIAL INC$7.3M323,558
9EVERGREEN CAPITAL MANAGEMENT LLC$6.8M303,446
10Clarity Financial LLC$5.5M244,947

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold REM?

As of Q1 2025, 119 institutional investors report holding REM (iShares Mortgage Real Estate ETF) in their 13F filings.

Which hedge fund owns the most REM?

The largest institutional holder of REM is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $357.8M in shares.

Are institutions buying or selling REM?

This quarter, 26 institutions opened new positions in REM and 14 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.