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iShares US Real Estate ETF

515 hedge funds and large institutions have $6.73B invested in iShares US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 166 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

15% more capital invested

Capital invested by funds: $5.86B → $6.73B (+$873M)

11% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 149

4.64% more ownership

Funds ownership: 124.26%128.9% (+4.6%)

3% more funds holding

Funds holding: 501515 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

18% less call options, than puts

Call options by funds: $851M | Put options by funds: $1.04B

Holders
515
Holders Change
+14
Holders Change %
+2.79%
% of All Funds
6.78%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
84
Increased
166
Reduced
149
Closed
62
Calls
$851M
Puts
$1.04B
Net Calls
-$185M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
326
Cozad Asset Management
Illinois
$303K
CL
327
Choreo LLC
Illinois
$298K -$2.96K -30 -0.9%
AFG
328
ABLE Financial Group
Arizona
$297K
DADC
329
D.A. Davidson & Co
Montana
$293K +$28.3K +287 +10%
PA
330
Parallel Advisors
California
$291K +$179K +1,820 +139%
SW
331
SlateStone Wealth
Florida
$290K +$102K +1,038 +50%
PFC
332
Phocas Financial Corp
California
$288K
PMG
333
ProVise Management Group
Florida
$288K
LSAG
334
Lake Street Advisors Group
New Hampshire
$283K -$81.9K -831 -21%
PTC
335
Private Trust Company
Ohio
$280K -$13.3K -135 -4%
MWAM
336
Manhattan West Asset Management
California
$279K +$59.6K +605 +25%
GT
337
Glenmede Trust
Pennsylvania
$278K
OIA
338
OneDigital Investment Advisors
Kansas
$278K -$394 -4 -0.1%
SCG
339
Sonata Capital Group
Washington
$277K
GPA
340
Garrison Point Advisors
California
$276K +$986 +10 +0.3%
AC
341
Apella Capital
Connecticut
$276K +$2.46K +25 +0.9%
SSW
342
Smith Shellnut Wilson
Mississippi
$276K +$292K +2,963 New
WDG
343
Wealth Dimensions Group
Ohio
$274K -$4.83K -49 -2%
JWCA
344
J.W. Cole Advisors
Florida
$265K
CSP
345
Cary Street Partners
Virginia
$262K +$278K +2,816 New
BJL
346
Brighton Jones LLC
Washington
$262K +$45.9K +466 +20%
OAS
347
Optivise Advisory Services
Tennessee
$260K
SFG
348
Sage Financial Group
Pennsylvania
$259K -$6.11K -62 -2%
LFA
349
LGT Financial Advisors
Texas
$257K +$2.27K +23 +0.8%
HFS
350
Hughes Financial Services
Virginia
$257K +$272K +2,759 New

IYR Hedge Fund Activity: Q4 2024 in Review

515 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2024, worth a combined $6.73B — up 15% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IYR positions and 62 closed out — a net gain of 22 holders — while 166 added to existing stakes and 149 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $112M. The largest seller was Morgan Stanley, cutting an estimated $259M.

  • 515 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2024, up from 501 in Q3 2024.
  • Funds reported $6.73B of iShares US Real Estate ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 84 funds opened new iShares US Real Estate ETF positions in Q4 2024 and 62 closed out, a net change of +22 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2024 was Goldman Sachs, an estimated $112M added.
  • The largest iShares US Real Estate ETF seller in Q4 2024 was Morgan Stanley, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2024.