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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
B
326
Bensler
Washington
$205K +$515 +6 +0.3%
CCM
327
Colorado Capital Management
Colorado
$204K -$66.8K -779 -25%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$201K +$196K +2,289 New
CFFP
329
Center for Financial Planning
Michigan
$201K
PCIA
330
Prime Capital Investment Advisors
Kansas
$200K -$29.9K -349 -13%
SAS
331
Stelac Advisory Services
New York
$200K
CIR
332
Clear Investment Research
Georgia
$196K -$8.06K -94 -4%
HCP
333
Hexagon Capital Partners
Arkansas
$170K -$3.43K -40 -2%
BMC
334
Bear Mountain Capital
Washington
$161K -$20.9K -244 -12%
Franklin Resources
335
Franklin Resources
California
$150K +$1.29K +15 +0.9%
RIA
336
Realta Investment Advisors
Delaware
$149K
TAM
337
Tucker Asset Management
Colorado
$145K +$4.38K +51 +3%
FHA
338
First Horizon Advisors
Tennessee
$145K -$178K -2,080 -56%
MMG
339
Monetary Management Group
Missouri
$143K
SSB
340
Sandy Spring Bank
Maryland
$141K
PP
341
Pacifica Partners
Canada
$137K
OIA
342
Optimum Investment Advisors
Illinois
$132K +$3.77K +44 +3%
CWM
343
Cranbrook Wealth Management
Michigan
$124K
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$124K -$52.5K -612 -30%
AIM
345
Acropolis Investment Management
Missouri
$123K -$11.6K -135 -9%
HGERS
346
Householder Group Estate & Retirement Specialist
Arizona
$120K +$772 +9 +0.7%
BFPW
347
BOK Financial Private Wealth
Colorado
$120K
CCM
348
Chilton Capital Management
Texas
$119K -$80.4K -937 -41%
CTA
349
Colonial Trust Advisors
South Carolina
$118K
PA
350
Parallel Advisors
California
$115K +$15.9K +185 +16%

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.