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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
WA
301
Wealth Architects
California
$310K
1832 Asset Management
302
1832 Asset Management
Ontario, Canada
$306K -$65.4K -701 -18%
SFG
303
Sage Financial Group
Pennsylvania
$304K +$21.1K +226 +8%
SI
304
Sava Infond
Slovenia
$303K
PMG
305
ProVise Management Group
Florida
$293K
VCM
306
Viewpoint Capital Management
Washington
$287K -$40.1K -430 -12%
AC
307
Apella Capital
Connecticut
$284K +$1.49K +16 +0.5%
GIM
308
Glenmede Investment Management
Pennsylvania
$283K +$279K +2,989 New
SCG
309
Sonata Capital Group
Washington
$282K
OIA
310
OneDigital Investment Advisors
Kansas
$281K -$2.71K -29 -1%
BCM
311
Brookstone Capital Management
Illinois
$281K +$277K +2,965 New
SSW
312
Smith Shellnut Wilson
Mississippi
$281K
WDG
313
Wealth Dimensions Group
Ohio
$278K -$933 -10 -0.3%
FHC
314
First Heartland Consultants
Missouri
$273K +$269K +2,884 New
SC
315
Sierra Capital
Florida
$268K
CSP
316
Cary Street Partners
Virginia
$267K
CL
317
Choreo LLC
Illinois
$266K -$37.5K -402 -13%
OAS
318
Optivise Advisory Services
Tennessee
$265K
LFA
319
LGT Financial Advisors
Texas
$264K +$1.31K +14 +0.5%
RPGK
320
Retirement Planning Group (Kansas)
Kansas
$262K -$54.7K -586 -17%
SLC
321
Second Line Capital
Louisiana
$260K -$70.4K -755 -22%
CAM
322
Cozad Asset Management
Illinois
$258K
FPAS
323
Focus Partners Advisor Solutions
Missouri
$257K +$10.3K +110 +4%
AWA
324
Arkadios Wealth Advisors
Georgia
$256K +$15K +161 +6%
AFG
325
ABLE Financial Group
Arizona
$249K

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.