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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
JIC
351
Joel Isaacson & Co
New York
$206K +$476 +5 +0.2%
OWA
352
One Wealth Advisors
California
$203K +$202K +2,122 New
CPIG
353
Chicago Partners Investment Group
Illinois
$201K +$203K +2,136 New
KPWS
354
Kestra Private Wealth Services
Texas
$201K +$199K +2,096 New
IWM
355
IHT Wealth Management
Illinois
$200K -$34.3K -361 -15%
LFG
356
Larson Financial Group
Missouri
$179K
BMC
357
Bear Mountain Capital
Washington
$173K -$11.2K -118 -6%
TAM
358
Tucker Asset Management
Colorado
$166K +$666 +7 +0.4%
HCP
359
Hexagon Capital Partners
Arkansas
$158K -$1.62K -17 -1%
OIA
360
Optimum Investment Advisors
Illinois
$157K +$2.66K +28 +2%
MMG
361
Monetary Management Group
Missouri
$156K
SSB
362
Sandy Spring Bank
Maryland
$154K
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$152K -$4.57K -48 -3%
PP
364
Pacifica Partners
Canada
$146K
TWC
365
TD Waterhouse Canada
Ontario, Canada
$144K -$40K -421 -22%
BA
366
Bellwether Advisors
Nebraska
$139K +$22.7K +239 +20%
AIM
367
Acropolis Investment Management
Missouri
$134K
CWM
368
Cranbrook Wealth Management
Michigan
$129K -$6.09K -64 -5%
PWA
369
Physician Wealth Advisors
Utah
$129K +$95 +1 +0.1%
RA
370
Rise Advisors
New York
$125K +$476 +5 +0.4%
BFPW
371
BOK Financial Private Wealth
Colorado
$122K -$8.18K -86 -6%
AWM
372
AE Wealth Management
Kansas
$116K -$6.83M -71,772 -98%
W
373
WealthCollab
Washington
$106K
ATC
374
Advantage Trust Company
Kansas
$105K
WTFG
375
Wood Tarver Financial Group
Idaho
$103K

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.