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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
CA
276
Clearstead Advisors
Ohio
$441K -$10.4K -108 -2%
GIA
277
Gladstone Institutional Advisory
Florida
$441K +$417K +4,327 New
MCM
278
Manchester Capital Management
Vermont
$437K
APG
279
Abacus Planning Group
South Carolina
$435K
FWM
280
Fairhaven Wealth Management
Illinois
$431K +$48.2K +500 +13%
PAG
281
Paladin Advisory Group
Iowa
$427K
CHC
282
City Holding Co
West Virginia
$426K
BFS
283
Bradley Foster & Sargent
Connecticut
$421K +$12K +125 +3%
SC
284
Sepio Capital
Utah
$407K
IAG
285
Investment Advisory Group
Massachusetts
$406K -$1.16K -12 -0.3%
TWP
286
Tower Wealth Partners
Pennsylvania
$400K +$3.08K +32 +0.8%
SA
287
Sanctuary Advisors
Indiana
$396K -$65.3K -678 -15%
AAS
288
Ameritas Advisory Services
Nebraska
$395K -$125K -1,300 -25%
Koshinski Asset Management
289
Koshinski Asset Management
Illinois
$395K +$373K +3,874 New
LSAG
290
Lake Street Advisors Group
New Hampshire
$394K -$2.37M -24,618 -86%
SPIA
291
Steward Partners Investment Advisory
New York
$392K -$16.4K -170 -4%
WGC
292
Watts Gwilliam & Co
Arizona
$391K +$382K +3,965 New
IA
293
IFP Advisors
Florida
$386K -$8.35M -86,656 -96%
Prudential Financial
294
Prudential Financial
New Jersey
$381K -$103K -1,069 -22%
OC
295
Oppenheimer & Co
New York
$374K -$22.9K -238 -6%
IB
296
Intrust Bank
Kansas
$373K
TPWA
297
TRUE Private Wealth Advisors
Oregon
$366K -$578 -6 -0.2%
IA
298
IFG Advisors
Missouri
$362K +$2.02K +21 +0.6%
EBT
299
Enterprise Bank & Trust
Massachusetts
$359K
EIP
300
Ellis Investment Partners
Pennsylvania
$354K -$16.2K -168 -5%

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.