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iShares US Real Estate ETF

501 hedge funds and large institutions have $5.86B invested in iShares US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 148 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 39

94% more capital invested

Capital invested by funds: $3.02B → $5.86B (+$2.83B)

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

21.94% more ownership

Funds ownership: 102.32%124.26% (+22%)

8% more funds holding

Funds holding: 463501 (+38)

3% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 144

10% less call options, than puts

Call options by funds: $1.2B | Put options by funds: $1.32B

Holders
501
Holders Change
+38
Holders Change %
+8.21%
% of All Funds
7.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
84
Increased
148
Reduced
144
Closed
39
Calls
$1.2B
Puts
$1.32B
Net Calls
-$127M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
351
Wealthcare Advisory Partners
Pennsylvania
$233K +$193 +2 +0.1%
CFFP
352
Center for Financial Planning
Michigan
$233K
PAA
353
Peregrine Asset Advisers
Oregon
$230K +$218K +2,260 New
CIR
354
Clear Investment Research
Georgia
$223K -$4.53K -47 -2%
PCIA
355
Prime Capital Investment Advisors
Kansas
$223K -$8.96K -93 -4%
Neuberger Berman Group
356
Neuberger Berman Group
New York
$219K -$59.7K -620 -22%
JIC
357
Joel Isaacson & Co
New York
$218K +$206K +2,142 New
SAS
358
Stelac Advisory Services
New York
$215K
CCFCSB
359
Cape Cod Five Cents Savings Bank
Massachusetts
$215K +$203K +2,112 New
SW
360
SlateStone Wealth
Florida
$212K +$200K +2,078 New
KWA
361
Kingswood Wealth Advisors
California
$211K +$199K +2,069 New
BW
362
BIP Wealth
Georgia
$210K +$199K +2,064 New
WCWM
363
Willow Creek Wealth Management
California
$208K -$183K -1,902 -48%
PP
364
Patten & Patten
Tennessee
$208K +$196K +2,040 New
AWA
365
Arkadios Wealth Advisors
Georgia
$205K +$194K +2,014 New
LC
366
Landaas & Company
Wisconsin
$204K +$193K +2,001 New
Franklin Resources
367
Franklin Resources
California
$203K +$31.3K +325 +19%
HCP
368
Hexagon Capital Partners
Arkansas
$197K -$96 -1 -0.1%
CCM
369
Colorado Capital Management
Colorado
$195K -$39.8K -413 -18%
LFG
370
Larson Financial Group
Missouri
$191K +$116K +1,200 +179%
BMC
371
Bear Mountain Capital
Washington
$177K -$963 -10 -0.6%
TAM
372
Tucker Asset Management
Colorado
$166K -$2.99K -31 -2%
MMG
373
Monetary Management Group
Missouri
$166K
SSB
374
Sandy Spring Bank
Maryland
$164K
PP
375
Pacifica Partners
Canada
$160K

IYR Hedge Fund Activity: Q3 2024 in Review

501 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2024, worth a combined $5.86B — up 94% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IYR positions and 39 closed out — a net gain of 45 holders — while 148 added to existing stakes and 144 trimmed.

The largest buyer was Barclays, adding an estimated $947M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $204M.

  • 501 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2024, up from 463 in Q2 2024.
  • Funds reported $5.86B of iShares US Real Estate ETF stock for Q3 2024, up 94% quarter-over-quarter.
  • 84 funds opened new iShares US Real Estate ETF positions in Q3 2024 and 39 closed out, a net change of +45 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2024 was Barclays, an estimated $947M added.
  • The largest iShares US Real Estate ETF seller in Q3 2024 was BNP Paribas Financial Markets, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2024.