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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
CA
251
Clearstead Advisors
Ohio
$389K +$36.5K +426 +11%
PWP
252
Principle Wealth Partners
Connecticut
$386K -$137K -1,600 -27%
SC
253
Schoolcraft Capital
Colorado
$386K -$42.5K -495 -10%
SA
254
Sanctuary Advisors
Indiana
$385K +$397K +4,623 New
EWA
255
Encompass Wealth Advisors
Oregon
$377K -$3.69K -43 -1%
MCM
256
Manchester Capital Management
Vermont
$376K
APG
257
Abacus Planning Group
South Carolina
$375K
CHC
258
City Holding Co
West Virginia
$367K
PAG
259
Paladin Advisory Group
Iowa
$365K
SPIA
260
Steward Partners Investment Advisory
New York
$353K +$18.6K +217 +6%
BFS
261
Bradley Foster & Sargent
Connecticut
$352K
SC
262
Sepio Capital
Utah
$351K
IAG
263
Investment Advisory Group
Massachusetts
$351K
WCWM
264
Willow Creek Wealth Management
California
$346K +$1.03K +12 +0.3%
OC
265
Oppenheimer & Co
New York
$343K -$70.1K -817 -17%
TWP
266
Tower Wealth Partners
Pennsylvania
$342K +$11.6K +135 +4%
FWM
267
Fairhaven Wealth Management
Illinois
$327K
HFA
268
High Falls Advisors
New York
$321K -$25.9K -302 -8%
IB
269
Intrust Bank
Kansas
$321K
EIP
270
Ellis Investment Partners
Pennsylvania
$319K +$1.46K +17 +0.5%
TPWA
271
TRUE Private Wealth Advisors
Oregon
$316K -$25.4K -296 -8%
IA
272
IFG Advisors
Missouri
$310K +$1.97K +23 +0.7%
EBT
273
Enterprise Bank & Trust
Massachusetts
$309K
VCM
274
Viewpoint Capital Management
Washington
$304K
CAM
275
CenterStar Asset Management
Illinois
$299K +$292K +3,403 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.