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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
BW
351
BIP Wealth
Georgia
$252K +$63.4K +643 +31%
ODIJL
352
One Day In July LLC
Vermont
$243K +$257K +2,607 New
GM
353
GeoWealth Management
Illinois
$239K -$41.1K -417 -14%
IWM
354
Integris Wealth Management
California
$238K -$1.87K -19 -0.7%
PTP
355
Platform Technology Partners
New York
$235K -$62.3K -632 -20%
TMWM
356
Taylor & Morgan Wealth Management
Michigan
$234K +$2.17K +22 +0.9%
RPGK
357
Retirement Planning Group (Kansas)
Kansas
$230K +$5.72K +58 +2%
PS
358
Principal Securities
Iowa
$229K +$98.3K +997 +68%
IWM
359
IHT Wealth Management
Illinois
$228K -$77.8K -789 -24%
AFS
360
Aft Forsyth & Sober
Florida
$228K
PFA
361
Pure Financial Advisors
California
$224K -$6.9K -70 -3%
JSW
362
Journey Strategic Wealth
New Jersey
$223K
KBFS
363
Kohmann Bosshard Financial Services
Ohio
$220K +$1.58K +16 +0.7%
Neuberger Berman Group
364
Neuberger Berman Group
New York
$219K +$20.2K +205 +10%
B
365
Bensler
Washington
$219K +$788 +8 +0.3%
HFA
366
High Falls Advisors
New York
$219K -$20.3K -206 -8%
KL
367
KWMG LLC
Kansas
$219K +$232K +2,349 New
ATC
368
Argent Trust Co
Tennessee
$218K -$4.34K -44 -2%
Financial Engines Advisors
369
Financial Engines Advisors
California
$216K -$47.2K -479 -17%
CCFCSB
370
Cape Cod Five Cents Savings Bank
Massachusetts
$215K
CIR
371
Clear Investment Research
Georgia
$214K +$10.7K +109 +5%
MWA
372
Midland Wealth Advisors
Illinois
$214K -$46.5K -472 -17%
SPC
373
Sigma Planning Corp
Michigan
$214K -$31.3K -318 -12%
WAP
374
Wealthcare Advisory Partners
Pennsylvania
$213K +$296 +3 +0.1%
CFFP
375
Center for Financial Planning
Michigan
$213K

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.