Who Owns iShares Mortgage Real Estate ETF (REM)?Hedge Fund & Institutional Holders

$21.43-0.26 (-1.18%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.100026000170001e+188T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$19.12$20.52$21.93$23.33$24.73Sep 24Jun 25Mar 26

REM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TWO SIGMA INVESTMENTS, LPNew Position+1.2M+$26.0M
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+345K+$7.6M
AdvisorNet Financial, IncNew Position+282K+$6.3M
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+263K+$5.0M
Kovitz Investment Group Partners, LLCNew Position+163K+$3.6M
Man Group plcNew Position+154K+$3.0M
Cynosure Group, LLCNew Position+125K+$2.8M
Invst, LLCNew Position+93K+$2.0M
Proficio Capital Partners LLCNew Position+49K+$1.1M
BRIDGES INVESTMENT MANAGEMENT INCNew Position+94K+$1.0M
Wealthfront Advisers LLCNew Position+37K+$828K
MANNING & NAPIER ADVISORS LLCNew Position+32K+$718K
Capital Investment Advisors, LLCNew Position+31K+$694K
Allspring Global Investments Holdings, LLCNew Position+31K+$678K
Sumitomo Mitsui Trust Group, Inc.New Position+26K+$571K

REM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-877-$35.9B
Clarity Financial LLCDecreased-10K-$5.6B
Balefire, LLCDecreased-317-$4.6B
Trivium Point Advisory, LLCDecreased-6K-$3.7B
MML INVESTORS SERVICES, LLCDecreased-5K-$2.6B
RAYMOND JAMES FINANCIAL INCDecreased-3K-$2.4B
HARBOUR INVESTMENTS, INC.Decreased-187-$2.0B
Soltis Investment Advisors LLCDecreased-32K-$2.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-81K-$1.8B
IHT Wealth Management, LLCDecreased-4K-$1.1B
Tower Research Capital LLC (TRC)Decreased-35K-$1.1B
CHOREO, LLCDecreased-7K-$1.1B
Tidal Investments LLCDecreased-6K-$1.1B
Arlington Capital Management, Inc.Decreased-2K-$1.1B
BNP PARIBAS FINANCIAL MARKETSClosed Position-44K-$975.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN1,411,725$31.0M0.01%Share
2TWO SIGMA INVESTMENTS, LP1,191,258$26.0M0.04%Share
3MORGAN STANLEY810,158$17.0M0.00%Share
4BANK OF AMERICA CORP /DE/489,114$10.0M0.00%Share
5OSAIC HOLDINGS, INC.376,366$8.0M0.01%Share
6EVERGREEN CAPITAL MANAGEMENT LLC344,660$7.6M0.17%Share
7AdvisorNet Financial, Inc281,893$6.3M0.33%Share
8LPL Financial LLC303,903$6.0M0.00%Share
9Clarity Financial LLC246,757$5.5M0.51%Share
10AMERIPRISE FINANCIAL INC244,280$5.0M0.00%Share
11SUSQUEHANNA INTERNATIONAL GROUP, LLP234,100$5.0M0.00%Put
12FOUNDATIONS INVESTMENT ADVISORS, LLC263,352$5.0M0.07%Share
13Balefire, LLC208,184$4.6M0.90%Share
14Anchor Investment Management, LLC200$4.4M0.00%Share
15WELLS FARGO & COMPANY/MN221,779$4.0M0.00%Share
16Kovitz Investment Group Partners, LLC163,402$3.6M0.08%Share
17Trivium Point Advisory, LLC161,435$3.6M0.36%Share
18PREVAIL INNOVATIVE WEALTH ADVISORS, LLC147,360$3.3M0.59%Share
19CITADEL ADVISORS LLC155,332$3.0M0.00%Share
20Man Group plc153,690$3.0M0.01%Share
21Lido Advisors, LLC145,356$3.0M0.01%Share
22Mount Lucas Management LP133,622$3.0M1.19%Share
23Cynosure Group, LLC124,524$2.8M0.28%Share
24UBS Group AG119,777$2.7M0.00%Share
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7,673$2.5M0.00%Share
26MML INVESTORS SERVICES, LLC115,147$2.0M0.00%Share
27RAYMOND JAMES FINANCIAL INC94,144$2.0M0.00%Share
28HARBOUR INVESTMENTS, INC.90,077$2.0M0.04%Share
29Proficio Capital Partners LLC49,435$1.1M0.08%Share
30Arlington Capital Management, Inc.46,109$1.0M0.63%Share
31Invst, LLC46,095$1.0M0.11%Share
32Invst, LLC46,450$1.0M0.12%Share
33JANE STREET GROUP, LLC46,100$1.0M0.00%Put
34BRIDGES INVESTMENT MANAGEMENT INC86,116$1.0M0.01%Share
35MACQUARIE GROUP LTD51,040$1.0M0.00%Share
36AMERIPRISE FINANCIAL INC66,551$1.0M0.00%Share
37BANK OF AMERICA CORP /DE/60,715$1.0M0.00%Share
38Cetera Investment Advisers78,546$1.0M0.00%Share
39IHT Wealth Management, LLC48,340$1.0M0.02%Share
40CITADEL ADVISORS LLC67,600$1.0M0.00%Put
41Greenland Capital Management LP50,000$1.0M0.11%Call
42PRELUDE CAPITAL MANAGEMENT, LLC80,000$1.0M0.07%Share
43ROYAL BANK OF CANADA75,306$1.0M0.00%Share
44Soltis Investment Advisors LLC57,407$1.0M0.06%Share
45UBS Group AG42,800$949K0.00%Share
46FIRST FOUNDATION ADVISORS42,470$941K0.04%Share
47CHOREO, LLC42,044$931K0.01%Share
48Wealthfront Advisers LLC37,368$828K0.00%Share
49MANNING & NAPIER ADVISORS LLC32,403$718K0.01%Share
50Capital Investment Advisors, LLC31,321$694K0.01%Share

REM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025119$202.8M+39
Q3 202580$145.7B-17
Q2 202597$143.1B-22
Q1 2025119$207.0B+11
Q4 2024108$6.7T+8
Q3 2024100$116.7T+6
Q2 202494$116.0T+1
Q1 202493$119.9T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold REM (iShares Mortgage Real Estate ETF). The largest holder is WELLS FARGO & COMPANY/MN with $31.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own REM?

As of Q4 2025, 50 institutional investors report holding REM (iShares Mortgage Real Estate ETF) in their 13F filings.

Who is the largest institutional holder of REM?

The largest institutional holder of REM is WELLS FARGO & COMPANY/MN with $31.0M in shares.

Is institutional ownership of REM increasing or decreasing?

This quarter, 15 institutions opened new positions in REM and 2 closed their positions.