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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
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$247K +$242K +2,816 New
GPA
302
Garrison Point Advisors
California
$246K +$19.4K +226 +9%
OAS
303
Optivise Advisory Services
Tennessee
$245K +$239K +2,791 New
Neuberger Berman Group
304
Neuberger Berman Group
New York
$243K
MWA
305
Midland Wealth Advisors
Illinois
$243K -$60.8K -709 -20%
DADC
306
D.A. Davidson & Co
Montana
$241K +$11.2K +131 +5%
LFA
307
LGT Financial Advisors
Texas
$238K -$16.8K -196 -7%
IC
308
Inscription Capital
Texas
$237K
AI
309
Atria Investments
North Carolina
$236K +$231K +2,694 New
NW
310
Naviter Wealth
Arkansas
$234K -$3K -35 -1%
SPC
311
Sigma Planning Corp
Michigan
$230K -$317K -3,695 -58%
IWM
312
Integris Wealth Management
California
$228K
Mirae Asset Global Investments
313
Mirae Asset Global Investments
South Korea
$227K +$224K +2,610 New
MWAM
314
Manhattan West Asset Management
California
$227K +$222K +2,589 New
HT
315
Headlands Technologies
Illinois
$222K +$217K +2,527 New
TMWM
316
Taylor & Morgan Wealth Management
Michigan
$217K +$1.37K +16 +0.7%
PFA
317
Pure Financial Advisors
California
$217K
TI
318
Trexquant Investment
Connecticut
$216K +$211K +2,464 New
AFS
319
Aft Forsyth & Sober
Florida
$215K
QWM
320
Quadcap Wealth Management
Texas
$211K +$207K +2,408 New
JSW
321
Journey Strategic Wealth
New Jersey
$210K +$205K +2,392 New
ATC
322
Argent Trust Co
Tennessee
$209K
LWM
323
Lodestone Wealth Management
Washington
$207K +$203K +2,363 New
RPGK
324
Retirement Planning Group (Kansas)
Kansas
$206K +$257 +3 +0.1%
KBFS
325
Kohmann Bosshard Financial Services
Ohio
$206K

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.