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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
GI
276
GAMCO Investors
Connecticut
$293K -$3.17K -37 -1%
AIM
277
Alhambra Investment Management
Florida
$290K -$456K -5,315 -62%
WA
278
Wealth Architects
California
$287K
CAM
279
Cozad Asset Management
Illinois
$286K -$43.4K -506 -13%
CL
280
Choreo LLC
Illinois
$281K +$42.9K +500 +18%
Envestnet Portfolio Solutions
281
Envestnet Portfolio Solutions
Illinois
$280K +$274K +3,192 New
AFG
282
ABLE Financial Group
Arizona
$279K +$2.92K +34 +1%
PTP
283
Platform Technology Partners
New York
$277K +$271K +3,162 New
BCI
284
Brinker Capital Investments
Pennsylvania
$277K -$65.3K -761 -19%
OPS
285
Orion Portfolio Solutions
Nebraska
$277K -$65.3K -761 -19%
PFC
286
Phocas Financial Corp
California
$272K
PMG
287
ProVise Management Group
Florida
$272K
Financial Engines Advisors
288
Financial Engines Advisors
California
$265K -$19.4K -226 -7%
LIA
289
LBMC Investment Advisors
Tennessee
$264K -$592K -6,902 -70%
WDG
290
Wealth Dimensions Group
Ohio
$262K -$44.4K -517 -15%
GT
291
Glenmede Trust
Pennsylvania
$262K
SCG
292
Sonata Capital Group
Washington
$261K
AC
293
Apella Capital
Connecticut
$256K +$1.54K +18 +0.6%
OIA
294
OneDigital Investment Advisors
Kansas
$255K +$7.89K +92 +3%
TWM
295
Tanglewood Wealth Management
Texas
$252K -$184K -2,144 -43%
JWCA
296
J.W. Cole Advisors
Florida
$252K -$16.5K -192 -6%
MMA
297
Miracle Mile Advisors
California
$251K -$16.4K -191 -6%
SFG
298
Sage Financial Group
Pennsylvania
$249K -$38.1K -444 -14%
MCA
299
Millennium Capital Advisors
Arkansas
$249K
MAM
300
Milestone Asset Management
Pennsylvania
$249K +$243K +2,834 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.