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iShares US Real Estate ETF

476 hedge funds and large institutions have $4.41B invested in iShares US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $690M | Put options by funds: $545M

9% more capital invested

Capital invested by funds: $4.06B → $4.41B (+$357M)

8.5% more ownership

Funds ownership: 113.54%122.04% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 48

1% less funds holding

Funds holding: 480476 (-4)

4% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 158

Holders
476
Holders Change
-4
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
48
Increased
151
Reduced
158
Closed
48
Calls
$690M
Puts
$545M
Net Calls
+$145M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
276
Investment Advisory Group
Massachusetts
$389K -$2.24K -24 -0.6%
BFS
277
Bradley Foster & Sargent
Connecticut
$380K
TWP
278
Tower Wealth Partners
Pennsylvania
$379K +$17.5K +188 +5%
AFG
279
Atomi Financial Group
New York
$373K +$367K +3,933 New
WGC
280
Watts Gwilliam & Co
Arizona
$373K -$71.9K -771 -17%
OC
281
Oppenheimer & Co
New York
$370K +$93 +1 +0%
PWM
282
Perigon Wealth Management
California
$359K +$29.1K +312 +9%
CHC
283
City Holding Co
West Virginia
$359K -$37.3K -400 -10%
YWM
284
Yukon Wealth Management
Kansas
$353K +$560 +6 +0.2%
LWM
285
Liberty Wealth Management
California
$352K +$346K +3,709 New
PAG
286
Paladin Advisory Group
Iowa
$350K -$4.95K -53 -1%
SWM
287
Sentinel Wealth Management
Virginia
$347K +$342K +3,660 New
IB
288
Intrust Bank
Kansas
$347K
AP
289
Aspect Partners
Virginia
$343K -$7.01M -75,182 -95%
CWM
290
Castle Wealth Management
Florida
$343K -$129K -1,382 -28%
IA
291
IFG Advisors
Missouri
$342K +$1.49K +16 +0.4%
DADC
292
D.A. Davidson & Co
Montana
$339K +$33.1K +355 +11%
JFG
293
Jefferies Financial Group
New York
$330K -$838K -8,977 -72%
LCG
294
Lakeshore Capital Group
Illinois
$323K +$11.2K +120 +4%
DCM
295
Delta Capital Management
New Jersey
$320K
TWM
296
Tanglewood Wealth Management
Texas
$320K
EBT
297
Enterprise Bank & Trust
Massachusetts
$317K -$16.3K -175 -5%
EH
298
Equitable Holdings
New York
$313K +$308K +3,304 New
GPA
299
Garrison Point Advisors
California
$312K +$15.8K +169 +5%
PA
300
Parallel Advisors
California
$312K +$14.5K +155 +5%

IYR Hedge Fund Activity: Q2 2025 in Review

476 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2025, worth a combined $4.41B — up 8.8% from $4.06B a quarter earlier.

Fund positioning in IYR was balanced in Q2 2025: 48 funds opened new positions, 48 closed out, 151 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was Barclays, cutting an estimated $63.2M.

  • 476 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2025, down from 480 in Q1 2025.
  • Funds reported $4.41B of iShares US Real Estate ETF stock for Q2 2025, up 8.8% quarter-over-quarter.
  • 48 funds opened new iShares US Real Estate ETF positions in Q2 2025 and 48 closed out, a net change of 0 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2025 was Morgan Stanley, an estimated $186M added.
  • The largest iShares US Real Estate ETF seller in Q2 2025 was Barclays, an estimated $63.2M sold.

Based on aggregated 13F filings for Q2 2025.