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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
TWP
276
Tower Wealth Partners
Pennsylvania
$364K +$5.33K +56 +1%
PAG
277
Paladin Advisory Group
Iowa
$359K -$30.7K -323 -8%
YWM
278
Yukon Wealth Management
Kansas
$356K +$353K +3,714 New
Renaissance Technologies
279
Renaissance Technologies
New York
$354K -$3.37M -35,400 -91%
IB
280
Intrust Bank
Kansas
$350K
IA
281
IFG Advisors
Missouri
$344K +$1.14K +12 +0.3%
WEG
282
World Equity Group
Illinois
$343K +$340K +3,579 New
EBT
283
Enterprise Bank & Trust
Massachusetts
$338K
SLC
284
Second Line Capital
Louisiana
$335K +$333K +3,501 New
QC
285
Quantessence Capital
New York
$335K -$11.1M -116,630 -97%
PWM
286
Perigon Wealth Management
California
$333K -$247K -2,593 -43%
VCM
287
Viewpoint Capital Management
Washington
$331K
DCM
288
Delta Capital Management
New Jersey
$324K
TWM
289
Tanglewood Wealth Management
Texas
$323K
RPGK
290
Retirement Planning Group (Kansas)
Kansas
$321K +$83.7K +880 +36%
LCG
291
Lakeshore Capital Group
Illinois
$315K +$312K +3,285 New
WA
292
Wealth Architects
California
$314K
DADC
293
D.A. Davidson & Co
Montana
$309K +$7.71K +81 +3%
UAS
294
United Asset Strategies
New York
$308K -$98.9K -1,040 -24%
CL
295
Choreo LLC
Illinois
$307K
SI
296
Sava Infond
Slovenia
$306K +$304K +3,200 New
PA
297
Parallel Advisors
California
$300K
GPA
298
Garrison Point Advisors
California
$299K +$14.6K +153 +5%
PMG
299
ProVise Management Group
Florida
$296K
OIA
300
OneDigital Investment Advisors
Kansas
$287K +$1.05K +11 +0.4%

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.