iShares Mortgage Real EstateREMETF
13F holders, Q1 2025 (March 31)122holders −2
14new positions
13sold out
2famous investors
$22.44avg. 13F price*
At the end of Q1 2025, 122 institutions reported holding iShares Mortgage Real Estate (REM) in their 13F filings, down 2 from Q4 2024. 14 opened new positions and 13 sold out. The largest holders were Wells Fargo & Company ($28.3M), Morgan Stanley ($16.6M) and Two Sigma Investments, LP ($13.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $31.6M |
| Exits | 13 | $5.9M |
All 13F filers, Q4 2024 → Q1 2025: 2,419,703 shares bought and 909,630 shares sold, net +1,510,073 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Wells Fargo & Company | 0.01% | Add +15.9% | 1,261,382 | $28.3M |
| Morgan Stanley | 0.00% | Reduce -2.7% | 738,672 | $16.6M |
| Two Sigma Investments, LP | 0.03% | New | 584,158 | $13.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.7% | 554,028 | $12.4M |
| Bank of America Corp. | 0.00% | Add +1.0% | 514,314 | $11.5M |
| Cambria Investment Management, L.P. | 0.59% | New | 376,009 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Add +2.6% | 332,851 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -23.6% | 323,558 | $7.3M |
| Evergreen Capital Management LLC | 0.23% | Add +727.0% | 303,446 | $6.8M |
| Clarity Financial LLC | 0.63% | Add +17.0% | 244,947 | $5.5M |
| Townsquare Capital LLC | 0.06% | New | 240,936 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +66.1% | 216,758 | $4.9M |
| Balefire, LLC | 1.62% | Add +4.6% | 210,670 | $4.7M |
| LPL Financial LLC | 0.00% | Add +5.0% | 198,103 | $4.4M |
| Citadel Advisors | 0.00% | Reduce -18.6% | 168,671 | $3.8M |
| Trivium Point Advisory, LLC | 0.45% | Add +0.8% | 161,368 | $3.6M |
| Man Group plc | 0.01% | Reduce -17.3% | 156,717 | $3.5M |
| UBS Group AG | 0.00% | Reduce -29.3% | 149,599 | $3.4M |
| Barry Investment Advisors, LLC | 0.87% | Add +2.0% | 145,633 | $3.3M |
| Cynosure Group, LLC | 0.40% | Add +29.3% | 128,263 | $2.9M |
| Independent Financial Group, LLC | 0.10% | Add +36.0% | 126,537 | $2.8M |
| Mount Lucas Management LP | 1.22% | Add +74.4% | 115,606 | $2.6M |
| Copperwynd Financial, LLC | 0.70% | New | 113,510 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +6.5% | 108,920 | $2.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.58% | Add +70.6% | 97,754 | $2.2M |
| Harbour Investments, Inc. | 0.05% | Add +3.8% | 76,803 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +200.9% | 71,974 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +18.9% | 70,507 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -18.6% | 64,318 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -14.2% | 63,902 | $1.4M |
| Transce3nd, LLC | 0.63% | Add +5.3% | 62,574 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.2% | 58,792 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +372.1% | 56,161 | $1.3M |
| Tidal Investments LLC | 0.01% | New | 54,909 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +1.7% | 53,139 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.5% | 51,760 | $1.2M |
| Bridges Investment Management Inc. | 0.02% | Reduce -0.3% | 47,518 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -19.8% | 44,859 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.4% | 40,445 | $908K |
| Baker Avenue Asset Management, LP | 0.03% | Add +3.0% | 39,924 | $896K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -8.3% | 33,749 | $757K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.8% | 33,408 | $750K |
| First Foundation Advisors | 0.03% | Reduce -1.0% | 33,143 | $744K |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 31,987 | $718K |
| Avantax Advisory Services, Inc. | 0.00% | Add +27.5% | 31,938 | $717K |
| Mariner, LLC | 0.00% | Reduce -13.8% | 30,935 | $694K |
| Cetera Investment Advisers | 0.00% | Add +41.9% | 30,310 | $680K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -7.0% | 29,541 | $663K |
| Drive Wealth Management, LLC | 0.15% | Reduce -70.8% | 29,073 | $652K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.9% | 28,600 | $642K |
| AE Wealth Management LLC | 0.01% | Reduce -5.7% | 28,585 | $641K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -65.5% | 25,553 | $584K |
| Invst, LLC | 0.08% | Add +33.6% | 25,924 | $582K |
| Two Sigma Securities, LLC | 0.09% | Add +106.4% | 25,107 | $563K |
| Robinson Capital Management, LLC | 0.23% | No change | 24,837 | $553K |
| Wealthfront Advisers LLC | 0.00% | Add +70.5% | 24,217 | $543K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.3% | 23,517 | $528K |
| Brookstone Capital Management | 0.01% | Reduce -21.7% | 22,478 | $504K |
| Napa Wealth Management | 0.27% | Reduce -19.1% | 21,346 | $479K |
| FWL Investment Management, LLC | 0.16% | Add +44.6% | 18,891 | $424K |
| Citigroup Inc. | 0.00% | Reduce -23.1% | 18,437 | $414K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.5% | 19,800 | $413K |
| Jane Street Group, LLC | 0.00% | New | 17,985 | $404K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -9.3% | 17,450 | $392K |
| HRT Financial LP | 0.00% | New | 16,521 | $370K |
| CreativeOne Wealth, LLC | 0.01% | Add +11.3% | 16,130 | $362K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 16,070 | $361K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.8% | 15,945 | $358K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.8% | 15,673 | $352K |
| Silver Oak Securities, Incorporated | 0.03% | Add +0.5% | 14,940 | $331K |
| Millennium Management | 0.00% | Reduce -2.3% | 14,594 | $327K |
| Advyzon Investment Management, LLC | 0.11% | Add +4.3% | 14,390 | $323K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | No change | 14,223 | $319K |
| Comerica Bank | 0.00% | Reduce -25.9% | 13,229 | $297K |
| Lido Advisors, LLC | 0.00% | No change | 12,521 | $281K |
| IFP Advisors, Inc | 0.01% | Add +583.2% | 11,519 | $258K |
| Lanark Financial, Inc. | 0.02% | — | 11,231 | $252K |
| Cerity Partners LLC | 0.00% | No change | 11,135 | $250K |
| Goldman Sachs Group Inc. | 0.00% | Add +16.0% | 10,956 | $246K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.0% | 10,227 | $230K |
| Safeguard Investment Advisory Group, LLC | 0.05% | Reduce -8.7% | 8,943 | $201K |
| Simplex Trading, LLC | 0.01% | Reduce -60.4% | 8,826 | $198K |
| JPMorgan Chase & Co. | 0.00% | Reduce -80.2% | 7,392 | $166K |
| MCF Advisors LLC | 0.01% | No change | 6,453 | $145K |
| Future Financial Wealth Managment LLC | 0.05% | Reduce -70.7% | 2,900 | $65K |
| Cwm, LLC | 0.00% | Add +10.7% | 2,340 | $53K |
| Phillips Financial Management, LLC | 0.00% | New | 2,287 | $51K |
| MAI Capital Management | 0.00% | No change | 2,047 | $46K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 1,174 | $26K |
| WealthShield Partners, LLC | 0.00% | No change | 1,000 | $22K |
| Principal Securities, Inc. | 0.00% | No change | 933 | $20K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 589 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 576 | $13K |
| NewEdge Advisors, LLC | 0.00% | No change | 533 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -33.2% | 450 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.5% | 422 | $9K |
| Group One Trading LLC | 0.00% | Reduce -46.6% | 410 | $9K |
| CX Institutional | 0.00% | New | 397 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 375 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 375 | $8K |
"% of holder's portfolio" is REM's weight in each manager's 13F, not the share of iShares Mortgage Real Estate the manager owns.