iShares Mortgage Real EstateREMETF
13F holders, Q2 2026 (June 30)112holders −7
12new positions
18sold out
1famous investor
$22.05avg. 13F price*
At the end of Q2 2026, 112 institutions reported holding iShares Mortgage Real Estate (REM) in their 13F filings, down 7 from Q1 2026. 12 opened new positions and 18 sold out. The largest holders were Wells Fargo & Company ($24.5M), Morgan Stanley ($23.4M) and BNP Paribas Financial Markets ($17.3M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Mortgage Real Estate
- CUSIP
- 46435G342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $11.5M |
| Exits | 18 | $8.9M |
All 13F filers, Q1 2026 → Q2 2026: 975,072 shares bought and 1,043,500 shares sold, net −68,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Wells Fargo & Company | 0.00% | Add +3.2% | 1,111,521 | $24.5M |
| Morgan Stanley | 0.00% | Add +7.6% | 1,062,779 | $23.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -28.4% | 786,000 | $17.3M |
| Evergreen Capital Management LLC | 0.26% | Add +0.8% | 672,345 | $14.8M |
| Bank of America Corp. | 0.00% | Add +1.2% | 591,342 | $13.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.5% | 588,513 | $13.0M |
| AdvisorNet Financial, Inc | 0.35% | Add +18.9% | 342,996 | $7.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.1% | 331,638 | $7.3M |
| LPL Financial LLC | 0.00% | Reduce -23.8% | 259,385 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 207,305 | $4.6M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -11.7% | 201,617 | $4.4M |
| Balefire, LLC | 0.72% | Reduce -3.7% | 201,161 | $4.4M |
| Point Nemo Capital, LLC | 2.05% | New | 183,205 | $4.0M |
| Independent Financial Group, LLC | 0.07% | Add +12.9% | 175,508 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.9% | 169,651 | $3.7M |
| Trivium Point Advisory, LLC | 0.28% | New | 138,985 | $3.1M |
| Mount Lucas Management LP | 1.08% | Add +118.7% | 137,838 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +4.3% | 130,697 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +38.9% | 123,571 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +6.5% | 122,333 | $2.7M |
| UBS Group AG | 0.00% | Reduce -0.2% | 118,142 | $2.6M |
| Bridges Investment Management Inc. | 0.03% | Reduce -0.6% | 95,079 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -3.8% | 87,705 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -24.8% | 85,994 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +856.9% | 59,605 | $1.3M |
| Invst, LLC | 0.12% | Add +15.3% | 57,597 | $1.3M |
| D. E. Shaw & Co. | 0.00% | New | 56,312 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 54,693 | $1.2M |
| Arlington Capital Management, Inc. | 0.70% | Add +7.8% | 50,891 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +17.4% | 50,138 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.8% | 48,271 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +7.9% | 45,923 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.8% | 41,439 | $914K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 40,653 | $896K |
| First Foundation Advisors | 0.03% | Reduce -5.9% | 39,958 | $881K |
| Man Group plc | 0.00% | No change | 39,505 | $871K |
| Aster Capital Management (DIFC) Ltd | 0.17% | New | 35,730 | $788K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +11.8% | 34,200 | $754K |
| Park Avenue Securities LLC | 0.00% | Add +17.8% | 30,408 | $670K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.1% | 30,129 | $664K |
| Choreo, LLC | 0.01% | Reduce -18.8% | 29,474 | $650K |
| Captrust Financial Advisors | 0.00% | Reduce -21.6% | 28,727 | $633K |
| Simplicity Wealth,LLC | 0.02% | New | 27,903 | $615K |
| Wealthfront Advisers LLC | 0.00% | Add +6.2% | 24,833 | $548K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.0% | 24,762 | $546K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.5% | 24,586 | $542K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -13.7% | 24,356 | $537K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -61.3% | 24,225 | $534K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.8% | 23,854 | $526K |
| AE Wealth Management LLC | 0.00% | Add +33.0% | 23,448 | $517K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -7.3% | 23,391 | $516K |
| Thrivent Financial for Lutherans | 0.00% | No change | 22,923 | $505K |
| Mariner, LLC | 0.00% | Add +20.5% | 22,853 | $504K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.3% | 20,508 | $452K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Add +21.4% | 20,442 | $451K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.2% | 20,279 | $447K |
| AlphaCentric Advisors LLC | 0.38% | Add +122.4% | 20,231 | $446K |
| Stifel Financial Corp. | 0.00% | Reduce -58.8% | 19,947 | $440K |
| Citigroup Inc. | 0.00% | Add +3.5% | 19,195 | $423K |
| Antonelli Financial Advisors, LLC | 0.28% | Reduce -9.0% | 18,561 | $409K |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.4% | 17,984 | $397K |
| Mutual Advisors, LLC | 0.01% | No change | 16,149 | $356K |
| Cascade Financial Partners, LLC | 0.03% | No change | 14,450 | $319K |
| Fifth Third Bancorp | 0.00% | No change | 13,394 | $295K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -9.5% | 13,322 | $294K |
| Fortitude Family Office, LLC | 0.05% | Add +35.3% | 12,650 | $279K |
| Lanark Financial, Inc. | 0.02% | Add +10.7% | 12,451 | $275K |
| FWL Investment Management, LLC | 0.05% | Reduce -14.6% | 12,097 | $267K |
| Endowment Wealth Management, Inc. | 0.10% | Reduce -9.6% | 11,388 | $251K |
| Ethos Financial Group, LLC | 0.02% | No change | 11,275 | $247K |
| Sage Advisory Services, Ltd.Co. | 0.11% | No change | 10,385 | $229K |
| Prelude Capital Management, LLC | 0.02% | Reduce -67.7% | 10,000 | $221K |
| Brookstone Capital Management | 0.00% | Reduce -12.2% | 9,976 | $220K |
| Insigneo Advisory Services, LLC | 0.01% | New | 9,467 | $209K |
| IFP Advisors, Inc | 0.00% | Reduce -5.3% | 9,406 | $207K |
| Global Retirement Partners, LLC | 0.00% | — | 9,194 | $203K |
| Advyzon Investment Management, LLC | 0.01% | New | 9,117 | $201K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.2% | 8,264 | $182K |
| Simplex Trading, LLC | 0.00% | New | 7,679 | $169K |
| US Bancorp \de | 0.00% | Add +0.7% | 7,025 | $155K |
| Triumph Capital Management | 0.02% | Add +5.1% | 5,486 | $121K |
| EFG International AG | 0.00% | No change | 2,000 | $44K |
| FMR LLC | 0.00% | Add +230.1% | 1,951 | $43K |
| Synergy Investment Management, LLC | 0.01% | Add +1.4% | 1,682 | $37K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 1,501 | $33K |
| Sunrise Financial Services, LLC | 0.02% | Reduce -2.7% | 1,171 | $26K |
| Purpose Unlimited Inc. | 0.00% | Reduce -9.5% | 1,147 | $25K |
| Miller Global Investments, LLC | 0.02% | No change | 1,082 | $24K |
| Mather Group, Llc. | 0.00% | No change | 786 | $17K |
| Transce3nd, LLC | 0.14% | Reduce -1.3% | 737 | $16K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 589 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -92.0% | 487 | $11K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 422 | $9K |
| CX Institutional | 0.00% | Reduce -1.0% | 395 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 375 | $8K |
| Blair William & Co. | 0.00% | New | 336 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 274 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 265 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 247 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $4K |
"% of holder's portfolio" is REM's weight in each manager's 13F, not the share of iShares Mortgage Real Estate the manager owns.