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iShares US Real Estate ETF

480 hedge funds and large institutions have $4.06B invested in iShares US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 171 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $541M | Put options by funds: $425M

7% less funds holding

Funds holding: 515480 (-35)

15.37% less ownership

Funds ownership: 128.9%113.54% (-15%)

20% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 171

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

33% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 72

40% less capital invested

Capital invested by funds: $6.73B → $4.06B (-$2.67B)

Holders
480
Holders Change
-35
Holders Change %
-6.8%
% of All Funds
6.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
48
Increased
136
Reduced
171
Closed
72
Calls
$541M
Puts
$425M
Net Calls
+$116M
Net Calls Change
+$301M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
226
Prospera Financial Services
Texas
$568K -$40K -420 -7%
AAS
227
Ameritas Advisory Services
Nebraska
$567K -$380 -4 -0.1%
TWP
228
TFO Wealth Partners
Ohio
$566K +$562K +5,911 New
PFPT
229
Pinnacle Financial Partners (Tennessee)
Tennessee
$566K +$2K +21 +0.3%
SPIA
230
Steward Partners Investment Advisory
New York
$565K -$40.5K -426 -7%
BHBT
231
Burke & Herbert Bank & Trust
Virginia
$562K
VFA
232
Valeo Financial Advisors
Indiana
$561K -$27.7K -291 -5%
GWM
233
Graybill Wealth Management
Illinois
$548K +$544K +5,721 New
AI
234
Axos Invest
Nevada
$546K -$27.2K -286 -5%
Principal Financial Group
235
Principal Financial Group
Iowa
$546K -$3.73M -39,173 -87%
HWA
236
HCR Wealth Advisors
California
$545K +$95 +1 +0%
IWC
237
Integrated Wealth Concepts
Massachusetts
$537K -$4.66K -49 -0.9%
RPA
238
Rock Point Advisors
Vermont
$527K -$5.71K -60 -1%
CAM
239
Cresset Asset Management
Illinois
$513K -$9.13K -96 -2%
OFG
240
Omega Financial Group
California
$504K -$11K -116 -2%
EWA
241
Encompass Wealth Advisors
Oregon
$504K +$43.8K +460 +10%
NS
242
NBC Securities
Alabama
$493K +$490K +5,153 +103,060%
EIP
243
Ellis Investment Partners
Pennsylvania
$491K +$1.62K +17 +0.3%
Vanguard Group
244
Vanguard Group
Pennsylvania
$486K
CWP
245
CFM Wealth Partners
Texas
$480K +$33.5K +352 +8%
CWM
246
Castle Wealth Management
Florida
$479K
ACA
247
Aptus Capital Advisors
Alabama
$474K -$419K -4,409 -47%
FFA
248
Farther Finance Advisors
California
$464K +$1.62K +17 +0.4%
LIM
249
Leavell Investment Management
Alabama
$464K
IWC
250
Infinity Wealth Counsel
Ohio
$454K -$4.76K -50 -1%

IYR Hedge Fund Activity: Q1 2025 in Review

480 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2025, worth a combined $4.06B — down 40% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IYR and 48 opened new positions — a net loss of 24 holders — while 171 trimmed existing stakes and 136 added.

The largest buyer was JP Morgan Chase, adding an estimated $56.7M. The largest seller was Barclays, cutting an estimated $370M.

  • 480 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2025, down from 515 in Q4 2024.
  • Funds reported $4.06B of iShares US Real Estate ETF stock for Q1 2025, down 40% quarter-over-quarter.
  • 48 funds opened new iShares US Real Estate ETF positions in Q1 2025 and 72 closed out, a net change of -24 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $56.7M added.
  • The largest iShares US Real Estate ETF seller in Q1 2025 was Barclays, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2025.