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iShares US Real Estate ETF

515 hedge funds and large institutions have $6.73B invested in iShares US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 166 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

15% more capital invested

Capital invested by funds: $5.86B → $6.73B (+$873M)

11% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 149

4.64% more ownership

Funds ownership: 124.26%128.9% (+4.6%)

3% more funds holding

Funds holding: 501515 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

18% less call options, than puts

Call options by funds: $851M | Put options by funds: $1.04B

Holders
515
Holders Change
+14
Holders Change %
+2.79%
% of All Funds
6.78%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
84
Increased
166
Reduced
149
Closed
62
Calls
$851M
Puts
$1.04B
Net Calls
-$185M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
226
M&T Bank
New York
$758K
CP
227
Creekside Partners
California
$755K +$2.56K +26 +0.3%
Thrivent Financial for Lutherans
228
Thrivent Financial for Lutherans
Minnesota
$744K -$64.1K -650 -8%
MC
229
Moors & Cabot
Massachusetts
$738K +$30.1K +305 +4%
CTFG
230
Capstone Triton Financial Group
Oklahoma
$736K -$14.4K -146 -2%
WP
231
Westmount Partners
California
$727K +$27.9K +283 +4%
DFA
232
Davies Financial Advisors
California
$725K +$47.2K +479 +7%
CFB
233
Cullen/Frost Bankers
Texas
$725K +$6.5K +66 +0.9%
WA
234
WESPAC Advisors
California
$712K +$67K +680 +10%
DL
235
DOHJ LLC
Washington
$703K -$2.98M -30,244 -80%
WA
236
Wealth Alliance
New York
$694K +$735K +7,459 New
FTA
237
Financial & Tax Architects
Missouri
$676K +$89.6K +909 +14%
FA
238
Faithward Advisors
Pennsylvania
$672K +$104K +1,056 +17%
BWG
239
Balanced Wealth Group
Ohio
$670K +$6.01K +61 +0.9%
CAM
240
Covenant Asset Management
New Jersey
$669K -$4.93K -50 -0.7%
Deutsche Bank
241
Deutsche Bank
Germany
$650K
WA
242
Waverly Advisors
Alabama
$642K +$680K +6,899 New
SIS
243
Sound Income Strategies
Florida
$636K +$19.9K +202 +3%
EWP
244
Elevation Wealth Partners
California
$635K
DCM
245
Dimension Capital Management
Florida
$617K
PFPT
246
Pinnacle Financial Partners (Tennessee)
Tennessee
$617K
KP
247
Keel Point
Alabama
$605K
BA
248
Bristlecone Advisors
Washington
$602K -$1.87K -19 -0.3%
CMP
249
Courage Miller Partners
Virginia
$597K +$5.82K +59 +0.9%
PFS
250
Prospera Financial Services
Texas
$591K +$70.1K +711 +13%

IYR Hedge Fund Activity: Q4 2024 in Review

515 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2024, worth a combined $6.73B — up 15% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IYR positions and 62 closed out — a net gain of 22 holders — while 166 added to existing stakes and 149 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $112M. The largest seller was Morgan Stanley, cutting an estimated $259M.

  • 515 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2024, up from 501 in Q3 2024.
  • Funds reported $6.73B of iShares US Real Estate ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 84 funds opened new iShares US Real Estate ETF positions in Q4 2024 and 62 closed out, a net change of +22 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2024 was Goldman Sachs, an estimated $112M added.
  • The largest iShares US Real Estate ETF seller in Q4 2024 was Morgan Stanley, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2024.