We are live on ! Find out more
IYR icon

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
MWAM
326
Manhattan West Asset Management
California
$248K -$20.7K -222 -8%
KPWG
327
KFA Private Wealth Group
Virginia
$247K
TMWM
328
Taylor & Morgan Wealth Management
Michigan
$240K +$1.21K +13 +0.5%
IWM
329
Integris Wealth Management
California
$240K -$2.52K -27 -1%
PTP
330
Platform Technology Partners
New York
$240K
KPWS
331
Kestra Private Wealth Services
Texas
$240K +$40.5K +434 +21%
AFS
332
Aft Forsyth & Sober
Florida
$232K
Nomura Asset Management
333
Nomura Asset Management
Japan
$227K
JSW
334
Journey Strategic Wealth
New Jersey
$227K
PFC
335
Phocas Financial Corp
California
$223K
CA
336
Clearstead Advisors
Ohio
$222K -$167K -1,785 -43%
CIR
337
Clear Investment Research
Georgia
$219K +$2.8K +30 +1%
B
338
Bensler
Washington
$219K +$467 +5 +0.2%
WAP
339
Wealthcare Advisory Partners
Pennsylvania
$218K +$93 +1 +0%
Franklin Resources
340
Franklin Resources
California
$218K -$5.5K -59 -3%
CFFP
341
Center for Financial Planning
Michigan
$217K
CCFCSB
342
Cape Cod Five Cents Savings Bank
Massachusetts
$215K
Neuberger Berman Group
343
Neuberger Berman Group
New York
$213K -$1.31K -14 -0.6%
GI
344
GAMCO Investors
Connecticut
$213K +$209K +2,245 New
ATC
345
Argent Trust Co
Tennessee
$210K -$12.1K -130 -6%
CPIG
346
Chicago Partners Investment Group
Illinois
$209K +$93 +1 +0%
PP
347
Patten & Patten
Tennessee
$209K -$187 -2 -0.1%
N
348
Nuveen
North Carolina
$208K -$644K -6,900 -76%
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$207K +$55.2K +592 +37%
SA
350
Sanctuary Advisors
Indiana
$205K -$3.17K -34 -2%

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.