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iShares US Real Estate ETF

476 hedge funds and large institutions have $4.41B invested in iShares US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $690M | Put options by funds: $545M

9% more capital invested

Capital invested by funds: $4.06B → $4.41B (+$357M)

8.5% more ownership

Funds ownership: 113.54%122.04% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 48

1% less funds holding

Funds holding: 480476 (-4)

4% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 158

Holders
476
Holders Change
-4
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
48
Increased
151
Reduced
158
Closed
48
Calls
$690M
Puts
$545M
Net Calls
+$145M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$565K +$5.79K +62 +1%
TWP
227
TFO Wealth Partners
Ohio
$560K
BHBT
228
Burke & Herbert Bank & Trust
Virginia
$556K
VFA
229
Valeo Financial Advisors
Indiana
$555K +$187 +2 +0%
AllianceBernstein
230
AllianceBernstein
Tennessee
$552K -$51.8K -555 -9%
RIA
231
Regal Investment Advisors
Michigan
$549K -$15.2K -163 -3%
GAM
232
Gould Asset Management
California
$547K -$18.7K -200 -3%
BA
233
Bristlecone Advisors
Washington
$547K -$22.1K -237 -4%
HWA
234
HCR Wealth Advisors
California
$540K +$93 +1 +0%
GWM
235
Graybill Wealth Management
Illinois
$538K -$3.92K -42 -0.7%
IWC
236
Integrated Wealth Concepts
Massachusetts
$536K +$5.22K +56 +1%
EWA
237
Encompass Wealth Advisors
Oregon
$536K +$36.2K +388 +7%
FA
238
Flagstar Advisors
New York
$531K +$118K +1,264 +29%
Mirae Asset Global Investments
239
Mirae Asset Global Investments
South Korea
$528K -$4.86M -52,066 -90%
BS
240
Banco Santander
Spain
$523K +$515K +5,518 New
AI
241
Axos Invest
Nevada
$507K -$33.8K -362 -6%
OFG
242
Omega Financial Group
California
$500K +$1.12K +12 +0.2%
GWM
243
Geneos Wealth Management
Colorado
$500K -$539K -5,775 -52%
CWP
244
CFM Wealth Partners
Texas
$490K +$14.8K +159 +3%
PWP
245
Principle Wealth Partners
Connecticut
$483K +$65.3K +700 +16%
Vanguard Group
246
Vanguard Group
Pennsylvania
$481K
DFA
247
Davies Financial Advisors
California
$478K -$302K -3,234 -39%
Bessemer Group
248
Bessemer Group
New Jersey
$473K -$548K -5,878 -54%
WEG
249
World Equity Group
Illinois
$471K +$130K +1,393 +39%
NS
250
NBC Securities
Alabama
$470K -$17.7K -190 -4%

IYR Hedge Fund Activity: Q2 2025 in Review

476 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2025, worth a combined $4.41B — up 8.8% from $4.06B a quarter earlier.

Fund positioning in IYR was balanced in Q2 2025: 48 funds opened new positions, 48 closed out, 151 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was Barclays, cutting an estimated $63.2M.

  • 476 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2025, down from 480 in Q1 2025.
  • Funds reported $4.41B of iShares US Real Estate ETF stock for Q2 2025, up 8.8% quarter-over-quarter.
  • 48 funds opened new iShares US Real Estate ETF positions in Q2 2025 and 48 closed out, a net change of 0 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2025 was Morgan Stanley, an estimated $186M added.
  • The largest iShares US Real Estate ETF seller in Q2 2025 was Barclays, an estimated $63.2M sold.

Based on aggregated 13F filings for Q2 2025.