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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
PO
351
Private Ocean
California
$115K
RA
352
Rise Advisors
New York
$112K +$686 +8 +0.6%
BC
353
Barrett & Company
Rhode Island
$108K
TFF
354
The Family Firm
Maryland
$103K +$101K +1,177 New
BTI
355
Blue Trust Inc
Georgia
$97.9K
FUBT
356
First United Bank & Trust
Maryland
$97.2K
W
357
WealthCollab
Washington
$97.2K
ATC
358
Advantage Trust Company
Kansas
$96.5K
Toronto Dominion Bank
359
Toronto Dominion Bank
Ontario, Canada
$88.4K +$86.4K +1,007 New
NA
360
NewEdge Advisors
Louisiana
$81.5K -$21.9K -255 -22%
CAL
361
Capital Advisors Ltd
Ohio
$75K
PTC
362
Private Trust Company
Ohio
$73.4K -$145K -1,686 -67%
SWM
363
Spire Wealth Management
Virginia
$71.7K +$40.3K +470 +135%
WP
364
WealthShield Partners
North Carolina
$69.3K -$5.15K -60 -7%
HWA
365
Heritage Wealth Advisors
Virginia
$61.4K
MG
366
Mather Group
Illinois
$61.3K +$45.5K +530 +349%
PS
367
Principal Securities
Iowa
$59.2K +$21K +245 +57%
LFG
368
Larson Financial Group
Missouri
$59K
AIA
369
Armor Investment Advisors
North Carolina
$58.6K
MCA
370
Maryland Capital Advisors
Maryland
$50.9K
CPA
371
Clear Point Advisors
New York
$49.3K +$257 +3 +0.5%
MIM
372
Macroview Investment Management
Maryland
$49K -$37.2K -434 -44%
CIA
373
Cape Investment Advisory
Georgia
$48.8K +$772 +9 +2%
WTC
374
WhitTier Trust Company
Nevada
$43.9K
CFGS
375
Concourse Financial Group Securities
Alabama
$42.5K

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.