REM Institutional Ownership
iShares Mortgage Real Estate ETF
1W: -6.0%
1M: -15.7%
3M: -19.9%
YTD: -21.3%
1Y: -17.2%
3Y: +0.0%
5Y: -27.8%
$17.76
-0.24 (-1.33%)
Weekly Expected Move ±2.5%
$17
$17
$18
$18
$19
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — REM
137
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
205M
Total Invested
16
New Positions
37
Increased
57
Reduced
18
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (151 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,111,521 | $20M | +34,922 | +3.2% | 39Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,062,779 | $19M | +75,302 | +7.6% | 39Q | SEC ↗ |
| 3 | BNP PARIBAS FINANCIAL MARKETS | 786,000 | $14M | -311,500 | -28.4% | 2Q | SEC ↗ |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | 672,345 | $12M | +5,693 | +0.9% | 26Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 591,342 | $11M | +7,023 | +1.2% | 15Q | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 588,513 | $10M | -3,127 | -0.5% | 2Q | SEC ↗ |
| 7 | AdvisorNet Financial, Inc | 342,996 | $6M | +54,526 | +18.9% | 3Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 331,638 | $6M | -21,593 | -6.1% | 26Q | SEC ↗ |
| 9 | LPL Financial LLC | 259,385 | $5M | -81,054 | -23.8% | 39Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 207,305 | $4M | +2,938 | +1.4% | 16Q | SEC ↗ |
| 11 | Foundations Investment Advisors, LLC | 201,617 | $4M | -26,651 | -11.7% | 3Q | SEC ↗ |
| 12 | Balefire, LLC | 201,161 | $4M | -7,632 | -3.7% | 15Q | SEC ↗ |
| 13 | Point Nemo Capital, LLC NEW | 183,205 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | 175,508 | $3M | +20,000 | +12.9% | 26Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 169,651 | $3M | +10,907 | +6.9% | 39Q | SEC ↗ |
| 16 | Trivium Point Advisory, LLC NEW | 138,985 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Mount Lucas Management LP | 137,838 | $2M | +74,824 | +118.7% | 4Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 130,697 | $2M | +5,429 | +4.3% | 7Q | SEC ↗ |
| 19 | MML INVESTORS SERVICES, LLC | 123,571 | $2M | +34,605 | +38.9% | 37Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 122,333 | $2M | +7,422 | +6.5% | 10Q | SEC ↗ |
| 21 | UBS Group AG | 118,142 | $2M | -240 | -0.2% | 39Q | SEC ↗ |
| 22 | BRIDGES INVESTMENT MANAGEMENT INC | 95,079 | $2M | -544 | -0.6% | 12Q | SEC ↗ |
| 23 | HARBOUR INVESTMENTS, INC. | 87,705 | $2M | -3,481 | -3.8% | 17Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 85,994 | $2M | -28,402 | -24.8% | 39Q | SEC ↗ |
| 25 | Tower Research Capital LLC (TRC) | 59,605 | $1M | +53,376 | +856.9% | 9Q | SEC ↗ |
| 26 | Invst, LLC | 57,597 | $1M | +7,655 | +15.3% | 13Q | SEC ↗ |
| 27 | D. E. Shaw & Co., Inc. NEW | 56,312 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC NEW | 54,693 | $971K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Arlington Capital Management, Inc. | 50,891 | $904K | +3,677 | +7.8% | 4Q | SEC ↗ |
| 30 | TRUIST FINANCIAL CORP | 50,138 | $890K | +7,421 | +17.4% | 2Q | SEC ↗ |
| 31 | IHT Wealth Management, LLC | 48,271 | $857K | -1,376 | -2.8% | 24Q | SEC ↗ |
| 32 | Tidal Investments LLC | 45,923 | $816K | +3,375 | +7.9% | 6Q | SEC ↗ |
| 33 | Janney Montgomery Scott LLC | 41,439 | $736K | -1,204 | -2.8% | 11Q | SEC ↗ |
| 34 | Cambridge Investment Research Advisors | 40,653 | $722K | +741 | +1.9% | 39Q | SEC ↗ |
| 35 | FIRST FOUNDATION ADVISORS | 39,958 | $710K | -2,520 | -5.9% | 11Q | SEC ↗ |
| 36 | Man Group plc | 39,505 | $702K | — | +0.0% | 3Q | SEC ↗ |
| 37 | Aster Capital Management (DIFC) Ltd NEW | 35,730 | $635K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Allspring Global Investments Holdings, | 34,200 | $607K | +3,600 | +11.8% | 9Q | SEC ↗ |
| 39 | PARK AVENUE SECURITIES LLC | 30,408 | $540K | +4,599 | +17.8% | 5Q | SEC ↗ |
| 40 | Capital Investment Advisors, LLC | 30,129 | $535K | -328 | -1.1% | 25Q | SEC ↗ |
| 41 | CHOREO, LLC | 29,474 | $523K | -6,815 | -18.8% | 11Q | SEC ↗ |
| 42 | CAPTRUST FINANCIAL ADVISORS | 28,727 | $510K | -7,928 | -21.6% | 25Q | SEC ↗ |
| 43 | Simplicity Wealth,LLC NEW | 27,903 | $496K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Wealthfront Advisers LLC | 24,833 | $441K | +1,452 | +6.2% | 13Q | SEC ↗ |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 24,762 | $440K | +254 | +1.0% | 37Q | SEC ↗ |
| 46 | KESTRA PRIVATE WEALTH SERVICES, LLC | 24,586 | $437K | -635 | -2.5% | 11Q | SEC ↗ |
| 47 | MANNING & NAPIER ADVISORS LLC | 24,356 | $433K | -3,871 | -13.7% | 8Q | SEC ↗ |
| 48 | GOLDMAN SACHS GROUP INC | 24,225 | $430K | -38,350 | -61.3% | 2Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC | 23,854 | $424K | -7,027 | -22.8% | 24Q | SEC ↗ |
| 50 | AE Wealth Management LLC | 23,448 | $416K | +5,821 | +33.0% | 30Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Point Nemo Capital, LLC | 183,205 | $3M |
| Trivium Point Advisory, LLC | 138,985 | $2M |
| D. E. Shaw & Co., Inc. | 56,312 | $1M |
| JANE STREET GROUP, LLC | 54,693 | $971K |
| Aster Capital Management (DIFC) Ltd | 35,730 | $635K |
| Simplicity Wealth,LLC | 27,903 | $496K |
| INSIGNEO ADVISORY SERVICES, LLC | 9,467 | $168K |
| Global Retirement Partners, LLC | 9,194 | $163K |
| Advyzon Investment Management, LLC | 9,117 | $162K |
| Anfield Capital Management, LLC | 8,051 | $143K |
| SIMPLEX TRADING, LLC | 7,679 | $136K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,705 | $48K |
| BLAIR WILLIAM & CO/IL | 336 | $6K |
| Integrated Wealth Concepts LLC | 300 | $5K |
| Silver Grove Financial Group, Inc. | 274 | $5K |
| NATIONAL BANK OF CANADA /FI | 71 | $1K |
| Atomic Invest LLC | 2 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 1,191,258 | $21M |
| Clarity Financial LLC | 246,757 | $4M |
| Kovitz Investment Group Partners, L | 163,402 | $3M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 147,360 | $3M |
| Cynosure Group, LLC | 131,605 | $2M |
| CITADEL ADVISORS LLC | 84,526 | $2M |
| MACQUARIE GROUP LTD | 51,040 | $906K |
| Proficio Capital Partners LLC | 48,840 | $867K |
| Qube Research & Technologies Ltd | 44,211 | $785K |
| Strategic Financial Concepts, LLC | 33,954 | $603K |
| Soltis Investment Advisors LLC | 25,251 | $448K |
| Ascentis Independent Advisors | 21,299 | $378K |
| MARSHALL WACE, LLP | 21,237 | $377K |
| TWO SIGMA SECURITIES, LLC | 17,512 | $311K |
| Private Advisor Group, LLC | 17,302 | $307K |
| Quadrature Capital Ltd | 14,038 | $249K |
| Lido Advisors, LLC | 13,145 | $233K |
| One Wealth Map LLC | 10,780 | $191K |
| Quantinno Capital Management LP | 9,977 | $177K |
| SILVER OAK SECURITIES, INCORPORATED | 9,914 | $176K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +75,302 | +7.6% | 1,062,779 |
| Mount Lucas Management LP | +74,824 | +118.7% | 137,838 |
| AdvisorNet Financial, Inc | +54,526 | +18.9% | 342,996 |
| Tower Research Capital LLC (TRC) | +53,376 | +856.9% | 59,605 |
| WELLS FARGO & COMPANY/MN | +34,922 | +3.2% | 1,111,521 |
| MML INVESTORS SERVICES, LLC | +34,605 | +38.9% | 123,571 |
| INDEPENDENT FINANCIAL GROUP, LLC | +20,000 | +12.9% | 175,508 |
| AlphaCentric Advisors LLC | +11,136 | +122.4% | 20,231 |
| ENVESTNET ASSET MANAGEMENT INC | +10,907 | +6.9% | 169,651 |
| Invst, LLC | +7,655 | +15.3% | 57,597 |
| Cetera Investment Advisers | +7,422 | +6.5% | 122,333 |
| TRUIST FINANCIAL CORP | +7,421 | +17.4% | 50,138 |
| BANK OF AMERICA CORP /DE | +7,023 | +1.2% | 591,342 |
| AE Wealth Management LLC | +5,821 | +33.0% | 23,448 |
| EVERGREEN CAPITAL MANAGEMENT LLC | +5,693 | +0.9% | 672,345 |
| RAYMOND JAMES FINANCIAL INC | +5,429 | +4.3% | 130,697 |
| PARK AVENUE SECURITIES LLC | +4,599 | +17.8% | 30,408 |
| Mariner, LLC | +3,882 | +20.5% | 22,853 |
| Arlington Capital Management, Inc. | +3,677 | +7.8% | 50,891 |
| SUMITOMO MITSUI FINANCIAL GROUP, IN | +3,611 | +21.5% | 20,442 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | -311,500 | -28.4% | 786,000 |
| LPL Financial LLC | -81,054 | -23.8% | 259,385 |
| GOLDMAN SACHS GROUP INC | -38,350 | -61.3% | 24,225 |
| STIFEL FINANCIAL CORP | -28,437 | -58.8% | 19,947 |
| ROYAL BANK OF CANADA | -28,402 | -24.8% | 85,994 |
| Foundations Investment Advisors, LL | -26,651 | -11.7% | 201,617 |
| OSAIC HOLDINGS, INC. | -21,593 | -6.1% | 331,638 |
| PRELUDE CAPITAL MANAGEMENT, LLC | -21,002 | -67.7% | 10,000 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -9,009 | -33.4% | 17,984 |
| CAPTRUST FINANCIAL ADVISORS | -7,928 | -21.6% | 28,727 |
| Balefire, LLC | -7,632 | -3.7% | 201,161 |
| Kestra Advisory Services, LLC | -7,027 | -22.8% | 23,854 |
| CHOREO, LLC | -6,815 | -18.8% | 29,474 |
| Farther Finance Advisors, LLC | -5,627 | -92.0% | 487 |
| MANNING & NAPIER ADVISORS LLC | -3,871 | -13.7% | 24,356 |
| HARBOUR INVESTMENTS, INC. | -3,481 | -3.8% | 87,705 |
| Bank of New York Mellon Corp | -3,127 | -0.5% | 588,513 |
| FIRST FOUNDATION ADVISORS | -2,520 | -5.9% | 39,958 |
| FWL INVESTMENT MANAGEMENT, LLC | -2,063 | -14.6% | 12,097 |
| Antonelli Financial Advisors, LLC | -1,842 | -9.0% | 18,561 |