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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
PWM
251
Partners Wealth Management
California
$451K
AIM
252
Alhambra Investment Management
Florida
$446K +$63.4K +667 +17%
WGC
253
Watts Gwilliam & Co
Arizona
$443K +$34.3K +361 +8%
RG
254
Rathbones Group
United Kingdom
$441K -$3.04K -32 -0.7%
SPC
255
Sigma Planning Corp
Michigan
$438K +$217K +2,277 +99%
DC
256
Davenport & Co
Virginia
$431K -$172K -1,813 -29%
AWS
257
Atria Wealth Solutions
New York
$426K +$13.2K +139 +3%
PWP
258
Principle Wealth Partners
Connecticut
$421K
TI
259
Tidal Investments
Wisconsin
$421K +$57.1K +600 +16%
SC
260
Schoolcraft Capital
Colorado
$420K
Simplex Trading
261
Simplex Trading
Illinois
$417K +$415K +4,360 New
FA
262
Flagstar Advisors
New York
$416K +$413K +4,340 New
AGAM
263
Audent Global Asset Management
California
$412K -$127K -1,330 -24%
MCM
264
Manchester Capital Management
Vermont
$410K
APG
265
Abacus Planning Group
South Carolina
$409K
CHC
266
City Holding Co
West Virginia
$401K
IFG
267
Independent Financial Group
California
$398K -$1.04M -10,946 -72%
IAG
268
Investment Advisory Group
Massachusetts
$396K +$14.3K +150 +4%
CA
269
Clearstead Advisors
Ohio
$395K -$22.6K -238 -5%
HT
270
Headlands Technologies
Illinois
$387K -$571 -6 -0.1%
BFS
271
Bradley Foster & Sargent
Connecticut
$384K
GS
272
GWN Securities
Florida
$377K +$386K +4,054 New
1832 Asset Management
273
1832 Asset Management
Ontario, Canada
$376K -$68.1K -716 -15%
OC
274
Oppenheimer & Co
New York
$374K +$2.76K +29 +0.7%
CFP
275
Cypress Financial Planning
New Jersey
$373K +$2.09K +22 +0.6%

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.