iShares Mortgage Real Estate
REM • XNYS
iShares Mortgage Real Estate is a publicly traded company on XNYS. As of Q3 2025, 111 institutional investors hold shares in this company, with total holdings valued at $180.0M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $35.9M.
Overview
Overview of institutional ownership in REM as of Q3 2025
All Institutions
- Institutions
- 111
- Value Held
- $180.0M
- Shares Held
- 8.2M
- Avg Position
- $1.6M
- Median Position
- $389.3K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $3.9M
- Shares Held
- 179.3K
- Avg Position
- $1.3M
- Median Position
- $753.0K
Biggest Investors
Institutions with the largest positions in REM as of Q3 2025
| Institution | Position Value |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | $35.9M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $16.8M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $14.0M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $11.9M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $8.9M 0.01% of portfolio |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | $7.4M 0.18% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $6.3M 0.00% of portfolio |
C Clarity Financial LLC Institution | $5.6M 0.56% of portfolio |
L LPL Financial LLC Institution | $5.4M 0.00% of portfolio |
 VisionPoint Advisory Group, LLC RIA/Wealth | $4.6M 0.92% of portfolio |
Net Capital Flow
Institutional buying and selling activity for REM in Q3 2025
- Traded
- +$7.3M
- Buyers
- 58
- Sellers
- 38
- Total Bought
- +$25.9M
- Total Sold
- −$18.6M
- Avg Position
- $1.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
M Mount Lucas Management LP Hedge Fund•Global Macro | +$2.8M +127.0K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$2.6M +6.1K shares |
C Clarity Financial LLC Institution | +$2.5M +111.8K shares |
 Soltis Investment Advisors LLC RIA/Wealth | +$2.0M +89.0K shares |
 SPRINGBOK CAPITAL MANAGEMENT, LLC Fund of Funds | +$1.8M +80.0K shares |
WELLS FARGO & COMPANY/MN Institution | +$1.3M +57.2K shares |
 BRIDGES INVESTMENT MANAGEMENT INC RIA/Wealth | +$1.2M +55.5K shares |
A Arlington Capital Management, Inc. Institution | +$1.1M +47.9K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$790.3K +36.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$781.1K +35.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
B BNP PARIBAS ARBITRAGE, SA Institution | −$7.8M −353.0K shares |
 Aster Capital Management Ltd RIA/Wealth | −$3.2M −149.0K shares |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | −$3.0M −142.2K shares |
 UBS Group AG Institution | −$745.3K −33.9K shares |
C CYNOSURE MANAGEMENT, LLC Fund of Funds | −$582.8K −26.5K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$535.3K −24.4K shares |
Q Quantessence Capital LLC Hedge Fund•Quant | −$501.8K −23.5K shares |
M MACQUARIE GROUP LTD Institution | −$424.4K −19.3K shares |
 Pathstone Holdings, LLC Family Office | −$351.0K −16.0K shares |
AMERIPRISE FINANCIAL INC Institution | −$192.4K −8.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited REM in Q3 2025
- New Positions
- 9
- New Value
- $7.0M
- Exited Positions
- 8
- Exited Value
- $6.8M
New Positions
| Institution | Position Value |
|---|---|
MML INVESTORS SERVICES, LLC RIA/Wealth | $2.6M 120.2K shares |
Soltis Investment Advisors LLC RIA/Wealth | $2.0M 89.0K shares |
 Glenmede Investment Management, LP Long Only Manager | $759.3K 34.6K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | $730.5K 33.3K shares |
Q Quadrature Capital Ltd Institution | $653.3K 29.7K shares |
 NBC SECURITIES, INC. RIA/Wealth | $246.7K 11.2K shares |
 VALLEY NATIONAL ADVISERS INC RIA/Wealth | $1.0K 63.0 shares |
R Ronald Blue Trust, Inc. Institution | $879.0 40.0 shares |
 ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Aster Capital Management Ltd RIA/Wealth | $3.2M 149.0K shares |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | $3.0M 142.2K shares |
Q Quantessence Capital LLC Hedge Fund•Quant | $501.8K 23.5K shares |
 TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $93.9K 4.2K shares |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $5.8K 269.0 shares |
N NATIXIS Institution | $107.0 5.0 shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $65.0 3.0 shares |
ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | - 29.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in REM as of Q3 2025
- Call Positions
- 4
- Call Value
- $1.2M
- Put Positions
- 4
- Put Value
- $7.1M
Call Positions
| Institution | Position Value |
|---|---|
ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | $644.0K 294.2 contracts |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $602.0K 274.0 contracts |
W WOLVERINE TRADING, LLC Institution | - - contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $4.7M 2.2K contracts |
J JANE STREET GROUP, LLC Institution | $1.2M 541.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.1M 521.0 contracts |
B Bayview Asset Management, LLC Hedge Fund•Multi-Strategy | - - contracts |
Most Committed Institutions
Institutions with REM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
M Mount Lucas Management LP Hedge Fund•Global Macro | 1.26% $2.8M |
VisionPoint Advisory Group, LLC RIA/Wealth | 0.92% $4.6M |
 Barry Investment Advisors, LLC RIA/Wealth | 0.72% $3.1M |
A Arlington Capital Management, Inc. Institution | 0.68% $1.1M |
 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | 0.58% $3.0M |
C Clarity Financial LLC Institution | 0.56% $5.6M |
P Paradigm Financial Partners, LLC RIA/Wealth | 0.38% $3.7M |
C CYNOSURE MANAGEMENT, LLC Fund of Funds | 0.32% $3.0M |
 Transce3nd, LLC RIA/Wealth | 0.27% $18.2K |
 NAPA WEALTH MANAGEMENT RIA/Wealth | 0.25% $477.5K |
Hedge Fund Spotlight
Discover hedge funds investing in REM
M
Mount Lucas Management LP
Hedge Fund • Global Macro
Portfolio ManagerTimothy John Rudderow
- Portfolio Value
- $220.9M
- Positions
- 157
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Mortgage Real Estate
- Market Value
- $2.8M
- Shares Held
- 127.0K
- Portfolio Weight
- 1.26%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $28.7M | 13.01% | |
REIT - Mortgage Real Estate | $4.5M | 2.03% | |
REIT - Mortgage Real Estate | $4.4M | 1.99% |
