REM

Ishares Mortgage Real EstateETF
UnclassifiedUSCUSIP 46435G342◍ Confluence graph
Tracked 13F Holders
102
-57 QoQ
13F Value (tracked)
$203.0M
13F Moves · latest Q
27 added
14 trimmed
Recent Filings
15

Who owns REM?

102 tracked 13F filers

102 tracked 13F filers disclose a position in REM as of the latest SEC 13F filings, a combined $203.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BNP PARIBAS FINANCIAL MARKETS
$23.6M
1.1M
New
+1.1M sh
Q1 2026
2WELLS FARGO & COMPANY/MN
$23.1M
1.1M
−34%
Reduced · −557K sh
Q1 2026
3MORGAN STANLEY
$21.2M
987K
+22%
Added · +177K sh
Q1 2026
4EVERGREEN CAPITAL MANAGEMENT LLC
$14.8M
672K
+0.8%
Added · +6K sh
Q2 2026
5Bank of New York Mellon Corp
$12.7M
592K
New
+592K sh
Q1 2026
6BANK OF AMERICA CORP /DE/
$12.5M
584K
+6.2%
Added · +34K sh
Q1 2026
7OSAIC HOLDINGS, INC.
$7.6M
353K
−9.8%
Reduced · −38K sh
Q1 2026
8AdvisorNet Financial, Inc
$7.6M
343K
+19%
Added · +55K sh
Q2 2026
9LPL Financial LLC
$7.3M
340K
+12%
Added · +37K sh
Q1 2026
10FOUNDATIONS INVESTMENT ADVISORS, LLC
$4.9M
228K
−13%
Reduced · −35K sh
Q1 2026
11AMERIPRISE FINANCIAL INC
$4.4M
204K
−34%
Reduced · −106K sh
Q1 2026
12Balefire, LLC
$4.4M
201K
−3.6%
Reduced · −8K sh
Q2 2026
13Point Nemo Capital, LLC
$4.0M
183K
New
+183K sh
Q2 2026
14INDEPENDENT FINANCIAL GROUP, LLC
$3.9M
176K
+13%
Added · +20K sh
Q2 2026
15ENVESTNET ASSET MANAGEMENT INC
$3.4M
159K
+468%
Added · +131K sh
Q1 2026
16Trivium Point Advisory, LLC
$3.1M
139K
New
+139K sh
Q2 2026
17Mount Lucas Management LP
$3.0M
138K
+119%
Added · +75K sh
Q2 2026
18RAYMOND JAMES FINANCIAL INC
$2.7M
125K
+18%
Added · +19K sh
Q1 2026
19MML INVESTORS SERVICES, LLC
$2.7M
124K
+39%
Added · +35K sh
Q2 2026
20UBS Group AG
$2.5M
118K
−28%
Reduced · −46K sh
Q1 2026
21Cetera Investment Advisers
$2.5M
115K
+46%
Added · +36K sh
Q1 2026
22ROYAL BANK OF CANADA
$2.5M
114K
+17%
Added · +16K sh
Q1 2026
23BRIDGES INVESTMENT MANAGEMENT INC
$2.1M
96K
+1.6%
Added · +1K sh
Q1 2026
24HARBOUR INVESTMENTS, INC.
$2.0M
91K
+1.2%
Added · +1K sh
Q1 2026
25GOLDMAN SACHS GROUP INC
$1.3M
63K
New
+63K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is REM being bought or sold by institutions?

Last quarter, 9 funds opened a new position in REM and 18 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
9
funds
Added
18
funds
Reduced
14
funds
Exited
0
funds

Funds that own REM also own

CompanyCo-held byCombined value
ELI LILLY & COLLY54 funds$3.3B
NVIDIA CORPNVDA53 funds$20.2B
APPLE INCAAPL53 funds$16.0B
MICROSOFT CORPMSFT53 funds$11.2B
AMAZON.COM INCAMZN53 funds$9.7B
BROADCOM INCAVGO53 funds$6.4B
META PLATFORMS INC-CLASS AMETA53 funds$5.6B
MICRON TECHNOLOGY INCMU53 funds$4.0B
ADVANCED MICRO DEVICESAMD52 funds$2.0B
CISCO SYSTEMS INCCSCO52 funds$1.2B
AT&T INCT52 funds$741.3M
ALPHABET INC-CL AGOOGL51 funds$7.9B

Ranked by how many of REM's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

49 funds-50 since Q3 2024
053106Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $57.0M · 1 values withheld

Recent filings

15 shown

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Connected entities for REM

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Ask your agent what changed in REM

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/REM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for REM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for REM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.