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iShares US Real Estate ETF

501 hedge funds and large institutions have $5.86B invested in iShares US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 148 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 39

94% more capital invested

Capital invested by funds: $3.02B → $5.86B (+$2.83B)

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

21.94% more ownership

Funds ownership: 102.32%124.26% (+22%)

8% more funds holding

Funds holding: 463501 (+38)

3% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 144

10% less call options, than puts

Call options by funds: $1.2B | Put options by funds: $1.32B

Holders
501
Holders Change
+38
Holders Change %
+8.21%
% of All Funds
7.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
84
Increased
148
Reduced
144
Closed
39
Calls
$1.2B
Puts
$1.32B
Net Calls
-$127M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
251
Burke & Herbert Bank & Trust
Virginia
$597K +$135K +1,400 +31%
YCG
252
Yeomans Consulting Group
Georgia
$596K +$564K +5,855 New
HWA
253
HCR Wealth Advisors
California
$580K
PFS
254
Prospera Financial Services
Texas
$575K -$26K -270 -5%
FFA
255
Farther Finance Advisors
California
$568K -$123K -1,279 -19%
WIM
256
Waycross Investment Management
Washington
$559K +$528K +5,485 New
GWM
257
Graybill Wealth Management
Illinois
$553K +$1.16K +12 +0.2%
AWS
258
Atria Wealth Solutions
New York
$545K -$30.6K -318 -6%
ASN
259
Advisory Services Network
Georgia
$544K
NS
260
NBC Securities
Alabama
$534K +$9.15K +95 +2%
GWM
261
Geneos Wealth Management
Colorado
$526K
Vanguard Group
262
Vanguard Group
Pennsylvania
$517K
CWM
263
Castle Wealth Management
Florida
$509K +$96 +1 +0%
EP
264
Edgestream Partners
New Jersey
$509K +$481K +4,994 New
SWM
265
Spire Wealth Management
Virginia
$506K +$400K +4,150 +507%
LIM
266
Leavell Investment Management
Alabama
$494K +$4.82K +50 +1%
AGAM
267
Audent Global Asset Management
California
$485K +$7.9K +82 +2%
RG
268
Rathbones Group
United Kingdom
$481K
EWA
269
Encompass Wealth Advisors
Oregon
$480K +$39.7K +412 +10%
CWP
270
CFM Wealth Partners
Texas
$471K
GFS
271
GYL Financial Synergies
Connecticut
$470K
FRM
272
Fox Run Management
Connecticut
$469K +$443K +4,600 New
AllianceBernstein
273
AllianceBernstein
Tennessee
$459K -$315K -3,272 -42%
PWP
274
Principle Wealth Partners
Connecticut
$448K
SC
275
Schoolcraft Capital
Colorado
$447K -$1.45K -15 -0.3%

IYR Hedge Fund Activity: Q3 2024 in Review

501 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2024, worth a combined $5.86B — up 94% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IYR positions and 39 closed out — a net gain of 45 holders — while 148 added to existing stakes and 144 trimmed.

The largest buyer was Barclays, adding an estimated $947M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $204M.

  • 501 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2024, up from 463 in Q2 2024.
  • Funds reported $5.86B of iShares US Real Estate ETF stock for Q3 2024, up 94% quarter-over-quarter.
  • 84 funds opened new iShares US Real Estate ETF positions in Q3 2024 and 39 closed out, a net change of +45 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2024 was Barclays, an estimated $947M added.
  • The largest iShares US Real Estate ETF seller in Q3 2024 was BNP Paribas Financial Markets, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2024.