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iShares US Real Estate ETF

463 hedge funds and large institutions have $3.02B invested in iShares US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 160 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $619M | Put options by funds: $512M

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

2% less funds holding

Funds holding: 472463 (-9)

6.72% less ownership

Funds ownership: 109.04%102.32% (-6.7%)

16% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 160

35% less capital invested

Capital invested by funds: $4.67B → $3.02B (-$1.65B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
463
Holders Change
-9
Holders Change %
-1.91%
% of All Funds
6.69%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
55
Increased
135
Reduced
160
Closed
56
Calls
$619M
Puts
$512M
Net Calls
+$107M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
226
Prospera Financial Services
Texas
$519K -$14.3K -167 -3%
PMAM
227
Picton Mahoney Asset Management
Ontario, Canada
$509K +$259K +3,020 +109%
IFG
228
Independent Financial Group
California
$504K -$76K -886 -13%
HWA
229
HCR Wealth Advisors
California
$499K -$21.4K -250 -4%
AWS
230
Atria Wealth Solutions
New York
$497K +$6.18K +72 +1%
PWM
231
Perigon Wealth Management
California
$496K -$47.6K -555 -9%
GWM
232
Graybill Wealth Management
Illinois
$475K +$216K +2,521 +87%
AAS
233
Ameritas Advisory Services
Nebraska
$455K +$150K +1,752 +51%
GWM
234
Geneos Wealth Management
Colorado
$453K -$4.64M -54,094 -91%
JSL
235
JT Stratford LLC
Georgia
$453K +$443K +5,166 New
NS
236
NBC Securities
Alabama
$451K -$29K -338 -6%
Vanguard Group
237
Vanguard Group
Pennsylvania
$446K
BSW
238
Buckingham Strategic Wealth
Missouri
$440K -$185K -2,162 -30%
Nomura Asset Management
239
Nomura Asset Management
Japan
$439K +$172K +2,000 +67%
CWM
240
Castle Wealth Management
Florida
$438K +$86 +1 +0%
Prudential Financial
241
Prudential Financial
New Jersey
$422K -$6.52K -76 -2%
LIM
242
Leavell Investment Management
Alabama
$421K
DC
243
Davenport & Co
Virginia
$418K +$145K +1,686 +55%
RG
244
Rathbones Group
United Kingdom
$414K -$60.9K -710 -13%
BCM
245
Bayesian Capital Management
New York
$412K -$1.59M -18,500 -80%
AGAM
246
Audent Global Asset Management
California
$410K +$7.21K +84 +2%
ACP
247
Aveo Capital Partners
Colorado
$408K -$23.9K -279 -6%
CWP
248
CFM Wealth Partners
Texas
$405K -$256K -2,987 -39%
GFS
249
GYL Financial Synergies
Connecticut
$405K +$24K +280 +6%
BHBT
250
Burke & Herbert Bank & Trust
Virginia
$392K +$383K +4,465 New

IYR Hedge Fund Activity: Q2 2024 in Review

463 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2024, worth a combined $3.02B — down 35% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IYR and 55 opened new positions — a net loss of 1 holder — while 160 trimmed existing stakes and 135 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $278M. The largest seller was Barclays, cutting an estimated $1.11B.

  • 463 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2024, down from 472 in Q1 2024.
  • Funds reported $3.02B of iShares US Real Estate ETF stock for Q2 2024, down 35% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q2 2024 and 56 closed out, a net change of -1 holder.
  • The largest iShares US Real Estate ETF buyer in Q2 2024 was BNP Paribas Financial Markets, an estimated $278M added.
  • The largest iShares US Real Estate ETF seller in Q2 2024 was Barclays, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2024.