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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
ARC
326
Advisor Resource Council
Texas
$239K +$238K +2,500 New
MG
327
Marex Group
$238K +$236K +2,484 New
PS
328
Principal Securities
Iowa
$237K +$7.8K +82 +3%
AFS
329
Aft Forsyth & Sober
Florida
$235K
EWA
330
EP Wealth Advisors
California
$233K +$96.2K +1,011 +71%
Group One Trading
331
Group One Trading
Illinois
$232K +$231K +2,426 New
EP
332
Edgestream Partners
New Jersey
$231K +$229K +2,411 New
Nomura Asset Management
333
Nomura Asset Management
Japan
$230K +$95.1K +1,000 +71%
SSA
334
SSA Swiss Advisors
$230K +$228K +2,400 New
JSW
335
Journey Strategic Wealth
New Jersey
$229K
KBFS
336
Kohmann Bosshard Financial Services
Ohio
$226K
Franklin Resources
337
Franklin Resources
California
$225K +$30.8K +324 +16%
PFC
338
Phocas Financial Corp
California
$225K -$71.3K -750 -24%
ATC
339
Argent Trust Co
Tennessee
$224K
PFA
340
Pure Financial Advisors
California
$224K -$6.56K -69 -3%
B
341
Bensler
Washington
$220K -$4.95K -52 -2%
P
342
&Partners
Tennessee
$220K +$221K +2,322 New
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$220K +$95 +1 +0%
CFFP
344
Center for Financial Planning
Michigan
$219K
CIR
345
Clear Investment Research
Georgia
$218K -$2K -21 -0.9%
Neuberger Berman Group
346
Neuberger Berman Group
New York
$217K -$8.94K -94 -4%
CCFCSB
347
Cape Cod Five Cents Savings Bank
Massachusetts
$215K
SWM
348
Spire Wealth Management
Virginia
$212K -$277K -2,916 -57%
PP
349
Patten & Patten
Tennessee
$211K +$210K +2,205 New
SA
350
Sanctuary Advisors
Indiana
$210K -$121K -1,277 -37%

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.