iShares Mortgage Real EstateREMETF
13F holders, Q3 2024 (September 30)128holders +7
22new positions
15sold out
2famous investors
$23.70avg. 13F price*
At the end of Q3 2024, 128 institutions reported holding iShares Mortgage Real Estate (REM) in their 13F filings, up 7 from Q2 2024. 22 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($30.2M), Wells Fargo & Company ($19.8M) and WNY Asset Management, LLC ($19.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Mortgage Real Estate
- CUSIP
- 46435G342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $21.4M |
| Exits | 15 | $1.8M |
All 13F filers, Q2 2024 → Q3 2024: 2,194,734 shares bought and 255,540 shares sold, net +1,939,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Morgan Stanley | 0.00% | Add +6.0% | 1,272,352 | $30.2M |
| Wells Fargo & Company | 0.00% | Add +7.9% | 833,392 | $19.8M |
| WNY Asset Management, LLC | 2.30% | Reduce -2.0% | 829,979 | $19.7M |
| Bank of America Corp. | 0.00% | Add +4.7% | 613,571 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 454,207 | $10.8M |
| Two Sigma Investments, LP | 0.02% | Add +145.7% | 320,350 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Add +96.7% | 291,514 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | New | 288,550 | $6.8M |
| BNP Paribas Financial Markets | 0.01% | New | 255,000 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.8% | 252,896 | $6.0M |
| Balefire, LLC | 1.78% | Add +0.9% | 222,712 | $5.3M |
| Man Group plc | 0.02% | Add +621.1% | 218,822 | $5.2M |
| LPL Financial LLC | 0.00% | Reduce -3.3% | 191,897 | $4.6M |
| Mid-American Wealth Advisory Group, Inc. | 2.67% | Reduce -7.1% | 179,484 | $4.3M |
| Trivium Point Advisory, LLC | 0.51% | Add +15.4% | 161,866 | $3.7M |
| Citadel Advisors | 0.00% | Add +61.5% | 142,957 | $3.4M |
| UBS Group AG | 0.00% | Reduce -7.0% | 142,088 | $3.4M |
| Barry Investment Advisors, LLC | 1.03% | Add +0.8% | 141,491 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +69.1% | 140,463 | $3.3M |
| Raymond James & Associates | 0.00% | Add +78.5% | 115,171 | $2.7M |
| Mount Lucas Management LP | 0.91% | Add +12.6% | 113,160 | $2.7M |
| Clarity Financial LLC | 0.31% | Add +680.8% | 109,593 | $2.6M |
| Macquarie Group Ltd. | 0.00% | New | 104,759 | $2.5M |
| Cynosure Group, LLC | 0.34% | Add +0.4% | 97,947 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +250.4% | 96,145 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +11.1% | 88,097 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +24.2% | 83,724 | $2.0M |
| Independent Financial Group, LLC | 0.07% | Add +24.7% | 80,473 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +408.8% | 79,957 | $1.9M |
| Choreo, LLC | 0.03% | Reduce -8.0% | 74,696 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Add +3.0% | 72,395 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -0.8% | 68,970 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +10.8% | 52,497 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -3.8% | 49,706 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +144.8% | 48,869 | $1.2M |
| Bridges Investment Management Inc. | 0.02% | No change | 47,005 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.3% | 42,268 | $1.0M |
| Drive Wealth Management, LLC | 0.26% | Add +25.4% | 42,194 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 41,524 | $985K |
| Manning & Napier Advisors LLC | 0.01% | New | 40,028 | $950K |
| Baker Avenue Asset Management, LP | 0.03% | New | 38,252 | $908K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -0.9% | 38,146 | $905K |
| Napa Wealth Management | 0.42% | Add +23.5% | 37,656 | $894K |
| Evergreen Capital Management LLC | 0.03% | Reduce -0.8% | 37,123 | $881K |
| Citigroup Inc. | 0.00% | Add +13.8% | 36,049 | $855K |
| Mariner, LLC | 0.00% | Reduce -1.8% | 35,520 | $843K |
| First Foundation Advisors | 0.03% | Reduce -33.3% | 33,824 | $803K |
| Brookstone Capital Management | 0.01% | Reduce -12.4% | 32,093 | $762K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 31,762 | $754K |
| GTS Securities LLC | 0.02% | New | 31,757 | $754K |
| JPMorgan Chase & Co. | 0.00% | Add +14.9% | 31,311 | $743K |
| AE Wealth Management LLC | 0.01% | Add +0.8% | 30,082 | $714K |
| Park Avenue Securities LLC | 0.01% | Add +1.1% | 27,464 | $652K |
| Qube Research & Technologies Ltd | 0.00% | New | 26,287 | $624K |
| Kestra Advisory Services, LLC | 0.00% | Add +45.5% | 24,500 | $581K |
| Cetera Investment Advisers | 0.00% | Add +133.5% | 23,735 | $563K |
| Invst, LLC | 0.06% | Reduce -11.8% | 21,948 | $521K |
| Two Sigma Advisers, LP | 0.00% | Reduce -68.7% | 21,271 | $505K |
| Wealthfront Advisers LLC | 0.00% | Add +6.3% | 20,905 | $496K |
| Goldman Sachs Group Inc. | 0.00% | New | 20,249 | $481K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +161.5% | 19,743 | $469K |
| Mutual Advisors, LLC | 0.01% | No change | 20,300 | $466K |
| Robinson Capital Management, LLC | 0.16% | New | 19,837 | $463K |
| Avantax Advisory Services, Inc. | 0.00% | Add +24.0% | 18,922 | $449K |
| Millennium Management | 0.00% | New | 17,272 | $410K |
| Comerica Bank | 0.00% | Add +24.1% | 17,211 | $408K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 17,154 | $407K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.1% | 16,589 | $394K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +25.8% | 16,100 | $382K |
| Pathstone Holdings, LLC | 0.00% | Add +0.5% | 15,913 | $378K |
| Stifel Financial Corp. | 0.00% | Add +24.3% | 15,761 | $374K |
| Jane Street Group, LLC | 0.00% | New | 15,494 | $368K |
| AlphaCentric Advisors LLC | 0.26% | Add +5.3% | 14,926 | $354K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -6.4% | 15,155 | $346K |
| Bright Futures Wealth Management, LLC. | 0.16% | Add +10.8% | 14,889 | $340K |
| Simplex Trading, LLC | 0.01% | Reduce -36.1% | 14,037 | $333K |
| Symphony Financial, Ltd. Co. | 0.05% | No change | 13,272 | $314K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.6% | 13,150 | $312K |
| Wedbush Securities Inc. | 0.01% | Add +33.0% | 12,921 | $307K |
| Future Financial Wealth Managment LLC | 0.22% | No change | 12,900 | $306K |
| Lido Advisors, LLC | 0.00% | No change | 12,521 | $297K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -10.0% | 12,346 | $293K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +12.2% | 12,042 | $286K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Add +20.6% | 12,042 | $286K |
| Lanark Financial, Inc. | 0.02% | Add +25.4% | 11,792 | $279K |
| Rockefeller Capital Management L.P. | 0.00% | New | 11,495 | $273K |
| Cerity Partners LLC | 0.00% | No change | 11,145 | $264K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 10,205 | $242K |
| Harvest Investment Services, LLC | 0.07% | Reduce -0.2% | 9,774 | $232K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -2.4% | 9,187 | $218K |
| CoreCap Advisors, LLC | 0.01% | New | 8,974 | $213K |
| Two Sigma Securities, LLC | 0.02% | New | 8,626 | $205K |
| MCF Advisors LLC | 0.01% | No change | 6,453 | $153K |
| Hollencrest Capital Management | 0.00% | No change | 3,500 | $83K |
| Cwm, LLC | 0.00% | Reduce -27.8% | 2,644 | $63K |
| FNY Investment Advisers, LLC | 0.02% | New | 1,500 | $35K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,210 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 1,162 | $28K |
| FWL Investment Management, LLC | 0.01% | Add +4.0% | 1,154 | $27K |
| Element Wealth, LLC | 0.01% | Add +2.3% | 1,109 | $26K |
"% of holder's portfolio" is REM's weight in each manager's 13F, not the share of iShares Mortgage Real Estate the manager owns.