Who owns iShares Mortgage Real Estate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of REM from SEC Form 13F filings across 113 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 113 institutions disclosed 9.5M shares of iShares Mortgage Real Estate ETF worth $205.7M — about 37.4% of shares outstanding; the largest disclosed holder is WELLS FARGO & COMPANY/MN. Source: SEC Form 13F filings, parsed by EvidInvest.
113
13F holders
$205.7M
value, 2026 filers
37.4%
of shares outstanding (9.5M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of REM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1.1M | $24.5M | 0.0% | 4.4% | +3.2% |
| 2 | MORGAN STANLEY | 1.1M | $23.4M | 0.0% | 4.2% | +7.6% |
| 3 | BNP PARIBAS FINANCIAL MARKETS | 786,000 | $17.3M | 0.0% | 3.1% | -28.4% |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | 672,345 | $14.8M | 0.3% | 2.7% | +0.9% |
| 5 | BANK OF AMERICA CORP /DE/ | 591,342 | $13.0M | 0.0% | 2.3% | +1.2% |
| 6 | Bank of New York Mellon Corp | 588,513 | $13.0M | 0.0% | 2.3% | -0.5% |
| 7 | AdvisorNet Financial, Inc | 342,996 | $7.6M | 0.3% | 1.4% | +18.9% |
| 8 | OSAIC HOLDINGS, INC. | 331,638 | $7.3M | 0.0% | 1.3% | -6.1% |
| 9 | LPL Financial LLC | 259,385 | $5.7M | 0.0% | 1% | -23.8% |
| 10 | AMERIPRISE FINANCIAL INC | 207,305 | $4.6M | 0.0% | 0.8% | +1.4% |
| 11 | Foundations Investment Advisors, LLC | 201,617 | $4.4M | 0.0% | 0.8% | -11.7% |
| 12 | Balefire, LLC | 201,161 | $4.4M | 0.7% | 0.8% | -3.7% |
| 13 | Point Nemo Capital, LLCNEW | 183,205 | $4.0M | 2.0% | 0.7% | new |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | 175,508 | $3.9M | 0.1% | 0.7% | +39.9% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 169,651 | $3.7M | 0.0% | 0.7% | +6.9% |
| 16 | Aster Capital Management (DIFC) LtdNEW | 148,992 | $3.2M | 0.7% | 0.6% | new |
| 17 | Trivium Point Advisory, LLCNEW | 138,985 | $3.1M | 0.3% | 0.5% | new |
| 18 | Mount Lucas Management LP | 137,838 | $3.0M | 1.1% | 0.5% | +118.7% |
| 19 | RAYMOND JAMES FINANCIAL INC | 130,697 | $2.9M | 0.0% | 0.5% | +4.3% |
| 20 | MML INVESTORS SERVICES, LLC | 123,571 | $2.7M | 0.0% | 0.5% | +38.9% |
| 21 | Cetera Investment Advisers | 122,333 | $2.7M | 0.0% | 0.5% | +6.5% |
| 22 | UBS Group AG | 118,142 | $2.6M | 0.0% | 0.5% | -0.2% |
| 23 | BRIDGES INVESTMENT MANAGEMENT INC | 95,079 | $2.1M | 0.0% | 0.4% | -0.6% |
| 24 | HARBOUR INVESTMENTS, INC. | 87,705 | $1.9M | 0.0% | 0.3% | -3.8% |
| 25 | ROYAL BANK OF CANADA | 85,994 | $1.9M | 0.0% | 0.3% | -24.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.