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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
VCM
301
Viewpoint Capital Management
Washington
$350K
AIM
302
Alhambra Investment Management
Florida
$341K +$4.14K +43 +1%
WA
303
Wealth Architects
California
$334K
CAM
304
Cozad Asset Management
Illinois
$332K
IWM
305
IHT Wealth Management
Illinois
$329K +$312K +3,241 New
CL
306
Choreo LLC
Illinois
$327K
AFG
307
ABLE Financial Group
Arizona
$325K +$771 +8 +0.3%
PTP
308
Platform Technology Partners
New York
$322K
PTC
309
Private Trust Company
Ohio
$320K +$222K +2,308 +276%
TWM
310
Tanglewood Wealth Management
Texas
$318K +$23.8K +247 +9%
PFC
311
Phocas Financial Corp
California
$316K
PMG
312
ProVise Management Group
Florida
$315K
MAM
313
Milestone Asset Management
Pennsylvania
$309K +$19K +197 +7%
LIA
314
LBMC Investment Advisors
Tennessee
$307K
OIA
315
OneDigital Investment Advisors
Kansas
$305K +$7.71K +80 +3%
WDG
316
Wealth Dimensions Group
Ohio
$305K
GT
317
Glenmede Trust
Pennsylvania
$304K
GM
318
GeoWealth Management
Illinois
$304K +$271K +2,809 +1,561%
SCG
319
Sonata Capital Group
Washington
$303K
GPA
320
Garrison Point Advisors
California
$301K +$14.8K +154 +5%
AC
321
Apella Capital
Connecticut
$297K +$2.02K +21 +0.7%
DADC
322
D.A. Davidson & Co
Montana
$291K +$10.7K +111 +4%
JWCA
323
J.W. Cole Advisors
Florida
$291K -$2.02K -21 -0.7%
MCA
324
Millennium Capital Advisors
Arkansas
$289K
SFG
325
Sage Financial Group
Pennsylvania
$289K

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.