iShares Mortgage Real EstateREMETF
13F holders, Q1 2026 (March 31)119holders −2
20new positions
19sold out
1famous investor
$21.47avg. 13F price*
At the end of Q1 2026, 119 institutions reported holding iShares Mortgage Real Estate (REM) in their 13F filings, down 2 from Q4 2025. 20 opened new positions and 19 sold out. The largest holders were BNP Paribas Financial Markets ($23.6M), Wells Fargo & Company ($23.1M) and Morgan Stanley ($21.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $41.9M |
| Exits | 19 | $46.4M |
All 13F filers, Q4 2025 → Q1 2026: 2,806,412 shares bought and 3,429,499 shares sold, net −623,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| BNP Paribas Financial Markets | 0.02% | New | 1,097,500 | $23.6M |
| Wells Fargo & Company | 0.00% | Reduce -34.1% | 1,076,599 | $23.1M |
| Morgan Stanley | 0.00% | Add +21.9% | 987,477 | $21.2M |
| Evergreen Capital Management LLC | 0.31% | Add +93.4% | 666,652 | $14.3M |
| Bank of New York Mellon Corp | 0.00% | New | 591,640 | $12.7M |
| Bank of America Corp. | 0.00% | Add +6.2% | 584,319 | $12.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.8% | 353,231 | $7.6M |
| LPL Financial LLC | 0.00% | Add +12.0% | 340,439 | $7.3M |
| AdvisorNet Financial, Inc | 0.32% | Add +2.3% | 288,470 | $6.2M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -13.3% | 228,268 | $4.9M |
| Balefire, LLC | 0.84% | Add +0.3% | 208,793 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -34.3% | 204,367 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +468.5% | 158,744 | $3.4M |
| Independent Financial Group, LLC | 0.07% | Add +17.3% | 155,508 | $3.3M |
| Cynosure Group, LLC | 0.35% | Add +5.7% | 131,605 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Add +17.9% | 125,268 | $2.7M |
| UBS Group AG | 0.00% | Reduce -28.0% | 118,382 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +46.3% | 114,911 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +16.7% | 114,396 | $2.5M |
| Bridges Investment Management Inc. | 0.03% | Add +1.6% | 95,623 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Add +1.2% | 91,186 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -22.7% | 88,966 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -45.6% | 84,526 | $1.8M |
| Mount Lucas Management LP | 0.50% | Reduce -52.8% | 63,014 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 62,575 | $1.3M |
| Invst, LLC | 0.12% | Add +8.3% | 49,942 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Add +2.7% | 49,647 | $1.1M |
| Proficio Capital Partners LLC | 0.06% | Reduce -1.2% | 48,840 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 48,384 | $1.0M |
| Arlington Capital Management, Inc. | 0.57% | Add +2.4% | 47,214 | $1.0M |
| Truist Financial Corp. | 0.00% | New | 42,717 | $917K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.4% | 42,643 | $916K |
| Tidal Investments LLC | 0.00% | No change | 42,548 | $914K |
| First Foundation Advisors | 0.04% | Add +0.0% | 42,478 | $912K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 39,912 | $857K |
| Man Group plc | 0.00% | Reduce -74.3% | 39,505 | $848K |
| Captrust Financial Advisors | 0.00% | Add +7.0% | 36,655 | $787K |
| Choreo, LLC | 0.01% | Reduce -13.7% | 36,289 | $779K |
| Strategic Financial Concepts, LLC | 0.18% | New | 33,954 | $729K |
| Prelude Capital Management, LLC | 0.05% | Reduce -61.3% | 31,002 | $666K |
| Kestra Advisory Services, LLC | 0.00% | Add +28.9% | 30,881 | $663K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 30,600 | $657K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.8% | 30,457 | $654K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -12.9% | 28,227 | $606K |
| Susquehanna International Group, LLP | 0.00% | New | 26,993 | $580K |
| Park Avenue Securities LLC | 0.00% | Add +55.1% | 25,809 | $554K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -56.0% | 25,251 | $542K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.1% | 25,221 | $541K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.0% | 25,221 | $541K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.8% | 24,508 | $526K |
| Wealthfront Advisers LLC | 0.00% | Reduce -37.4% | 23,381 | $502K |
| Thrivent Financial for Lutherans | 0.00% | No change | 22,923 | $492K |
| Ascentis Independent Advisors | 0.03% | New | 21,299 | $457K |
| Antonelli Financial Advisors, LLC | 0.30% | New | 20,403 | $438K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 20,313 | $436K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.7% | 20,250 | $435K |
| Mariner, LLC | 0.00% | Reduce -9.5% | 18,971 | $407K |
| Citigroup Inc. | 0.00% | Add +0.3% | 18,551 | $398K |
| AE Wealth Management LLC | 0.00% | Reduce -25.1% | 17,627 | $378K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.5% | 17,302 | $371K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | No change | 16,831 | $361K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.4% | 16,149 | $347K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +7.6% | 14,720 | $316K |
| Cascade Financial Partners, LLC | 0.03% | No change | 14,450 | $310K |
| FWL Investment Management, LLC | 0.07% | Add +10.2% | 14,160 | $304K |
| Fifth Third Bancorp | 0.00% | New | 13,394 | $288K |
| Lido Advisors, LLC | 0.00% | Reduce -91.0% | 13,145 | $282K |
| Endowment Wealth Management, Inc. | 0.12% | Add +0.9% | 12,601 | $271K |
| Brookstone Capital Management | 0.00% | Reduce -2.9% | 11,358 | $244K |
| Ethos Financial Group, LLC | 0.02% | No change | 11,275 | $242K |
| Lanark Financial, Inc. | 0.02% | No change | 11,246 | $241K |
| Sage Advisory Services, Ltd.Co. | 0.12% | New | 10,385 | $223K |
| Quantinno Capital Management LP | 0.00% | New | 9,977 | $214K |
| IFP Advisors, Inc | 0.00% | Reduce -2.0% | 9,929 | $213K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -9.9% | 9,914 | $213K |
| Fortitude Family Office, LLC | 0.05% | Add +13.6% | 9,353 | $201K |
| AlphaCentric Advisors LLC | 0.20% | Reduce -50.8% | 9,095 | $195K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.7% | 8,451 | $181K |
| Anfield Capital Management, LLC | 0.05% | New | 8,051 | $173K |
| US Bancorp \de | 0.00% | No change | 6,975 | $150K |
| MCF Advisors LLC | 0.01% | No change | 6,453 | $139K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -56.8% | 6,229 | $134K |
| Farther Finance Advisors, LLC | 0.00% | Add +493.6% | 6,114 | $131K |
| Triumph Capital Management | 0.02% | Reduce -0.9% | 5,222 | $112K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 4,241 | $91K |
| Ashton Thomas Securities, LLC | 0.01% | New | 2,000 | $43K |
| EFG International AG | 0.00% | New | 2,000 | $43K |
| Cwm, LLC | 0.00% | Reduce -5.9% | 1,748 | $38K |
| Advisory Services Network, LLC | 0.00% | New | 1,713 | $37K |
| Synergy Investment Management, LLC | 0.01% | New | 1,658 | $36K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,600 | $34K |
| MAI Capital Management | 0.00% | Reduce -12.9% | 1,586 | $34K |
| JPMorgan Chase & Co. | 0.00% | Reduce -78.2% | 1,536 | $32K |
| Purpose Unlimited Inc. | 0.00% | Reduce -20.5% | 1,268 | $27K |
| Sunrise Financial Services, LLC | 0.02% | New | 1,204 | $26K |
| Miller Global Investments, LLC | 0.02% | Reduce -6.8% | 1,082 | $23K |
| WealthShield Partners, LLC | 0.00% | No change | 1,000 | $21K |
| Mather Group, Llc. | 0.00% | New | 786 | $17K |
| Transce3nd, LLC | 0.14% | Reduce -6.7% | 747 | $16K |
| FMR LLC | 0.00% | Reduce -30.1% | 591 | $13K |
"% of holder's portfolio" is REM's weight in each manager's 13F, not the share of iShares Mortgage Real Estate the manager owns.