We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

515 hedge funds and large institutions have $6.73B invested in iShares US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 166 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

15% more capital invested

Capital invested by funds: $5.86B → $6.73B (+$873M)

11% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 149

4.64% more ownership

Funds ownership: 124.26%128.9% (+4.6%)

3% more funds holding

Funds holding: 501515 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

18% less call options, than puts

Call options by funds: $851M | Put options by funds: $1.04B

Holders
515
Holders Change
+14
Holders Change %
+2.79%
% of All Funds
6.78%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
84
Increased
166
Reduced
149
Closed
62
Calls
$851M
Puts
$1.04B
Net Calls
-$185M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
276
Ellis Investment Partners
Pennsylvania
$476K +$162K +1,642 +47%
Vanguard Group
277
Vanguard Group
Pennsylvania
$473K
CWM
278
Castle Wealth Management
Florida
$465K +$99 +1 +0%
LIM
279
Leavell Investment Management
Alabama
$451K
FFA
280
Farther Finance Advisors
California
$449K -$73.5K -746 -13%
EWA
281
Encompass Wealth Advisors
Oregon
$447K +$9.46K +96 +2%
IWC
282
Infinity Wealth Counsel
Ohio
$446K +$473K +4,795 New
PWM
283
Partners Wealth Management
California
$438K +$464K +4,710 New
MAM
284
Milestone Asset Management
Pennsylvania
$435K +$161K +1,637 +54%
CWP
285
CFM Wealth Partners
Texas
$434K +$3.75K +38 +0.8%
GWM
286
Geneos Wealth Management
Colorado
$433K -$51.1K -518 -10%
1832 Asset Management
287
1832 Asset Management
Ontario, Canada
$432K -$328K -3,330 -42%
RG
288
Rathbones Group
United Kingdom
$432K -$7.98K -81 -2%
Verition Fund Management
289
Verition Fund Management
Connecticut
$426K -$738K -7,492 -62%
BCI
290
Brinker Capital Investments
Pennsylvania
$423K -$217K -2,201 -33%
OPS
291
Orion Portfolio Solutions
Nebraska
$423K -$217K -2,201 -33%
SC
292
Sierra Capital
Florida
$423K -$175K -1,780 -28%
CFD
293
Creative Financial Designs
Indiana
$410K +$422K +4,284 +3,455%
PWP
294
Principle Wealth Partners
Connecticut
$409K
CAM
295
CenterStar Asset Management
Illinois
$408K +$161K +1,629 +59%
SC
296
Schoolcraft Capital
Colorado
$408K
CA
297
Clearstead Advisors
Ohio
$406K +$3.35K +34 +0.8%
AWS
298
Atria Wealth Solutions
New York
$402K -$102K -1,033 -19%
MCM
299
Manchester Capital Management
Vermont
$399K
APG
300
Abacus Planning Group
South Carolina
$398K

IYR Hedge Fund Activity: Q4 2024 in Review

515 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2024, worth a combined $6.73B — up 15% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IYR positions and 62 closed out — a net gain of 22 holders — while 166 added to existing stakes and 149 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $112M. The largest seller was Morgan Stanley, cutting an estimated $259M.

  • 515 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2024, up from 501 in Q3 2024.
  • Funds reported $6.73B of iShares US Real Estate ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 84 funds opened new iShares US Real Estate ETF positions in Q4 2024 and 62 closed out, a net change of +22 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2024 was Goldman Sachs, an estimated $112M added.
  • The largest iShares US Real Estate ETF seller in Q4 2024 was Morgan Stanley, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2024.