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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
PTC
301
Private Trust Company
Ohio
$287K -$1.52K -16 -0.5%
GT
302
Glenmede Trust
Pennsylvania
$286K
SFG
303
Sage Financial Group
Pennsylvania
$285K +$19K +200 +7%
SCG
304
Sonata Capital Group
Washington
$285K
SSW
305
Smith Shellnut Wilson
Mississippi
$284K
WDG
306
Wealth Dimensions Group
Ohio
$282K
MWAM
307
Manhattan West Asset Management
California
$272K -$15.2K -160 -5%
SC
308
Sierra Capital
Florida
$271K -$163K -1,714 -38%
CSP
309
Cary Street Partners
Virginia
$270K
OAS
310
Optivise Advisory Services
Tennessee
$267K
AC
311
Apella Capital
Connecticut
$266K +$666 +7 +0.2%
LFA
312
LGT Financial Advisors
Texas
$265K +$1.05K +11 +0.4%
HCM
313
HGI Capital Management
New York
$263K +$262K +2,751 New
CAM
314
Cozad Asset Management
Illinois
$261K -$50.9K -535 -16%
HFS
315
Hughes Financial Services
Virginia
$260K -$4.28K -45 -2%
CAM
316
CenterStar Asset Management
Illinois
$259K -$160K -1,686 -38%
BW
317
BIP Wealth
Georgia
$257K -$1.71K -18 -0.7%
AFG
318
ABLE Financial Group
Arizona
$252K -$53.6K -563 -18%
KPWG
319
KFA Private Wealth Group
Virginia
$249K +$248K +2,604 New
FPAS
320
Focus Partners Advisor Solutions
Missouri
$249K +$36.9K +388 +18%
IWM
321
Integris Wealth Management
California
$245K
AWA
322
Arkadios Wealth Advisors
Georgia
$243K +$241K +2,538 New
IC
323
Inscription Capital
Texas
$243K +$257K +2,700 New
PTP
324
Platform Technology Partners
New York
$242K
TMWM
325
Taylor & Morgan Wealth Management
Michigan
$242K +$951 +10 +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.