iShares Mortgage Real EstateREMETF
13F holders, Q4 2025 (December 31)121holders
17new positions
18sold out
1famous investor
$22.16avg. 13F price*
At the end of Q4 2025, 121 institutions reported holding iShares Mortgage Real Estate (REM) in their 13F filings, unchanged from Q3 2025. 17 opened new positions and 18 sold out. The largest holders were Wells Fargo & Company ($36.2M), Two Sigma Investments, LP ($26.4M) and Morgan Stanley ($18.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Mortgage Real Estate
- CUSIP
- 46435G342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $48.4M |
| Exits | 18 | $8.5M |
All 13F filers, Q3 2025 → Q4 2025: 2,734,982 shares bought and 1,213,466 shares sold, net +1,521,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 1,633,504 | $36.2M |
| Two Sigma Investments, LP | 0.04% | New | 1,191,258 | $26.4M |
| Morgan Stanley | 0.00% | Add +6.1% | 810,199 | $18.0M |
| Bank of America Corp. | 0.00% | Add +1.7% | 550,020 | $12.2M |
| Osaic Holdings, Inc. | 0.01% | Add +0.4% | 391,479 | $8.7M |
| Evergreen Capital Management LLC | 0.17% | Add +2.7% | 344,660 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Add +8.0% | 310,831 | $6.9M |
| LPL Financial LLC | 0.00% | Add +23.2% | 303,903 | $6.7M |
| AdvisorNet Financial, Inc | 0.33% | New | 281,893 | $6.3M |
| Foundations Investment Advisors, LLC | 0.08% | New | 263,352 | $5.8M |
| Clarity Financial LLC | 0.51% | Reduce -3.9% | 246,757 | $5.5M |
| Balefire, LLC | 0.90% | Reduce -0.1% | 208,184 | $4.6M |
| UBS Group AG | 0.00% | Add +19.0% | 164,391 | $3.6M |
| NorthCoast Asset Management LLC | 0.08% | New | 163,402 | $3.6M |
| Trivium Point Advisory, LLC | 0.36% | Reduce -3.5% | 161,435 | $3.6M |
| Citadel Advisors | 0.00% | Add +353.2% | 155,332 | $3.4M |
| Man Group plc | 0.01% | New | 153,690 | $3.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.59% | Add +8.3% | 147,360 | $3.3M |
| Lido Advisors, LLC | 0.01% | Add +1055.5% | 145,356 | $3.2M |
| Mount Lucas Management LP | 1.31% | Add +5.2% | 133,622 | $3.0M |
| Independent Financial Group, LLC | 0.07% | Add +4.0% | 132,597 | $2.9M |
| Cynosure Group, LLC | 0.28% | Reduce -7.7% | 124,524 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -4.2% | 115,147 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 106,279 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +14.8% | 98,004 | $2.2M |
| Bridges Investment Management Inc. | 0.03% | Reduce -22.6% | 94,154 | $2.1M |
| Harbour Investments, Inc. | 0.04% | Reduce -0.2% | 90,077 | $2.0M |
| Prelude Capital Management, LLC | 0.13% | No change | 80,000 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +21.6% | 78,546 | $1.7M |
| Soltis Investment Advisors LLC | 0.08% | Reduce -35.5% | 57,407 | $1.3M |
| Macquarie Group Ltd. | 0.01% | Add +220.5% | 51,040 | $1.1M |
| Proficio Capital Partners LLC | 0.08% | New | 49,435 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -7.3% | 48,340 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +2.2% | 47,876 | $1.1M |
| Arlington Capital Management, Inc. | 0.63% | Reduce -3.8% | 46,109 | $1.0M |
| Invst, LLC | 0.11% | Reduce -0.8% | 46,095 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +68.5% | 44,211 | $981K |
| Tidal Investments LLC | 0.00% | Reduce -12.8% | 42,548 | $944K |
| First Foundation Advisors | 0.04% | Add +21.1% | 42,470 | $942K |
| Choreo, LLC | 0.01% | Reduce -14.7% | 42,044 | $932K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.4% | 40,072 | $889K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 39,630 | $879K |
| Wealthfront Advisers LLC | 0.00% | Add +22.7% | 37,368 | $829K |
| Captrust Financial Advisors | 0.00% | Add +3.7% | 34,255 | $760K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -3.8% | 32,403 | $719K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -12.4% | 31,321 | $695K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 30,600 | $679K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -95.6% | 27,925 | $619K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -10.6% | 25,774 | $572K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -12.6% | 24,480 | $543K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.4% | 23,953 | $531K |
| AE Wealth Management LLC | 0.00% | Reduce -1.8% | 23,522 | $522K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -8.8% | 22,923 | $508K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.9% | 21,535 | $478K |
| Marshall Wace, LLP | 0.00% | New | 21,237 | $471K |
| Mariner, LLC | 0.00% | Add +0.4% | 20,971 | $465K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -39.1% | 20,313 | $451K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.1% | 19,342 | $429K |
| Citigroup Inc. | 0.00% | Reduce -33.8% | 18,501 | $410K |
| AlphaCentric Advisors LLC | 0.41% | — | 18,493 | $410K |
| Two Sigma Securities, LLC | 0.05% | New | 17,512 | $388K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.0% | 17,391 | $386K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.7% | 17,249 | $383K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | No change | 16,831 | $373K |
| Park Avenue Securities LLC | 0.00% | Reduce -18.8% | 16,635 | $369K |
| Advyzon Investment Management, LLC | 0.04% | Add +5.7% | 15,494 | $344K |
| Cascade Financial Partners, LLC | 0.03% | No change | 14,450 | $321K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -71.0% | 14,422 | $320K |
| Comerica Bank | 0.00% | Reduce -4.1% | 14,267 | $316K |
| Quadrature Capital Ltd | 0.00% | Reduce -52.8% | 14,038 | $311K |
| FWL Investment Management, LLC | 0.07% | Add +15.6% | 12,846 | $285K |
| Endowment Wealth Management, Inc. | 0.13% | Add +4.7% | 12,487 | $277K |
| Brookstone Capital Management | 0.00% | Reduce -5.4% | 11,696 | $259K |
| Ethos Financial Group, LLC | 0.02% | New | 11,275 | $250K |
| Lanark Financial, Inc. | 0.02% | Add +0.1% | 11,246 | $249K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -25.6% | 11,010 | $244K |
| One Wealth Map LLC | 0.12% | New | 10,780 | $243K |
| IFP Advisors, Inc | 0.01% | Add +0.9% | 10,130 | $225K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.5% | 8,510 | $189K |
| Fortitude Family Office, LLC | 0.04% | Add +5.5% | 8,235 | $183K |
| JPMorgan Chase & Co. | 0.00% | Add +11.8% | 7,030 | $156K |
| US Bancorp \de | 0.00% | New | 6,975 | $155K |
| MCF Advisors LLC | 0.01% | No change | 6,453 | $143K |
| Triumph Capital Management | 0.03% | New | 5,268 | $117K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +8.2% | 13,676 | $112K |
| McIlrath & Eck, LLC | 0.01% | New | 3,540 | $79K |
| Cwm, LLC | 0.00% | Reduce -4.2% | 1,858 | $41K |
| MAI Capital Management | 0.00% | No change | 1,822 | $40K |
| Sound Income Strategies, LLC | 0.00% | New | 1,600 | $38K |
| Purpose Unlimited Inc. | 0.00% | — | 1,595 | $35K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 1,300 | $29K |
| Miller Global Investments, LLC | 0.02% | — | 1,161 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 1,030 | $23K |
| WealthShield Partners, LLC | 0.00% | No change | 1,000 | $22K |
| Transce3nd, LLC | 0.15% | Reduce -1.2% | 801 | $19K |
| FMR LLC | 0.00% | Add +47.7% | 845 | $19K |
| Tucker Asset Management LLC | 0.01% | New | 828 | $18K |
| Strategic Advocates LLC | 0.00% | No change | 598 | $13K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 589 | $13K |
| NewEdge Advisors, LLC | 0.00% | No change | 533 | $12K |
"% of holder's portfolio" is REM's weight in each manager's 13F, not the share of iShares Mortgage Real Estate the manager owns.