ISHARES MORTGAGE REAL ESTATE (REM) Institutional Ownership Changes & 13F Activity
ISHARES MORTGAGE REAL ESTATE (REM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bnp Paribas Financial Markets, Ameriprise Financial Inc, Morgan Stanley, D. E. Shaw & Co., Inc., and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | Buy | +207,305 | — | 207,305 | $4.57M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +56,312 | — | 56,312 | $1.24M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +54,693 | — | 54,693 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -38,350 | -61.3% | 24,225 | $534.16K | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (Difc) Ltd | Buy | +35,730 | — | 35,730 | $787.85K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +34,922 | +3.2% | 1,111,521 | $24.51M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -28,402 | -24.8% | 85,994 | $1.90M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -26,651 | -11.7% | 201,617 | $4.45M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -21,593 | -6.1% | 331,638 | $7.31M | Q2 2026 | Aug 14, 2026 |
| Prelude Capital Management, Llc | Sell | -21,002 | -67.7% | 10,000 | $220.50K | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +9,467 | — | 9,467 | $208.75K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +9,117 | — | 9,117 | $201.02K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -9,009 | -33.4% | 17,984 | $396.55K | Q2 2026 | Aug 14, 2026 |
| Invst, Llc | Buy | +7,655 | +15.3% | 57,597 | $1.27M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +7,023 | +1.2% | 591,342 | $13.04M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +5,429 | +4.3% | 130,697 | $2.88M | Q2 2026 | Aug 14, 2026 |
| Manning & Napier Advisors Llc | Sell | -3,871 | -13.7% | 24,356 | $537.06K | Q2 2026 | Aug 14, 2026 |
| First Foundation Advisors | Sell | -2,520 | -5.9% | 39,958 | $881.08K | Q2 2026 | Aug 14, 2026 |
| Fwl Investment Management, Llc | Sell | -2,063 | -14.6% | 12,097 | $266.73K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -1,376 | -2.8% | 48,271 | $1.06M | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Buy | +24 | +1.4% | 1,682 | $37.10K | Q2 2026 | Aug 14, 2026 |
| Bnp Paribas Financial Markets | Sell | -311,500 | -28.4% | 786,000 | $17.33M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +75,302 | +7.6% | 1,062,779 | $23.43M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -7,928 | -21.6% | 28,727 | $633.43K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +3,882 | +20.5% | 22,853 | $503.88K | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Financial Group, Inc. | Buy | +3,611 | +21.5% | 20,442 | $450.54K | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +3,600 | +11.8% | 34,200 | $754.11K | Q2 2026 | Aug 13, 2026 |
| Tidal Investments Llc | Buy | +3,375 | +7.9% | 45,923 | $1.01M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1,360 | +230.1% | 1,951 | $43.02K | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +274 | — | 274 | $6.04K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about REM activity
Which institutional owners are buying REM?
Institutional owners buying REM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in REM activity?
"Buy" means an investor increased their reported position in REM compared to the prior reporting period. This reflects growing exposure to ISHARES MORTGAGE REAL ESTATE (REM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in REM increasing?
Institutional interest in REM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.