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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
OWA
351
One Wealth Advisors
California
$201K
Qube Research & Technologies (QRT)
352
Qube Research & Technologies (QRT)
United Kingdom
$189K +$187K +1,999 New
BMC
353
Bear Mountain Capital
Washington
$176K -$933 -10 -0.5%
LFG
354
Larson Financial Group
Missouri
$167K -$10.4K -111 -6%
HT
355
Headlands Technologies
Illinois
$167K -$213K -2,284 -56%
EWA
356
EP Wealth Advisors
California
$162K -$68.1K -730 -30%
IA
357
IFP Advisors
Florida
$162K -$6.79M -72,794 -98%
OIA
358
Optimum Investment Advisors
Illinois
$160K +$4.11K +44 +3%
MMG
359
Monetary Management Group
Missouri
$154K
AUB
360
Atlantic Union Bankshares
Virginia
$153K +$150K +1,611 New
BA
361
Bellwether Advisors
Nebraska
$148K +$9.7K +104 +7%
PP
362
Pacifica Partners
Canada
$148K
TWC
363
TD Waterhouse Canada
Ontario, Canada
$143K
HFS
364
Hughes Financial Services
Virginia
$132K -$124K -1,328 -49%
PWA
365
Physician Wealth Advisors
Utah
$128K +$93 +1 +0.1%
DF
366
Dunhill Financial
United Kingdom
$126K +$124K +1,332 New
CWM
367
Cranbrook Wealth Management
Michigan
$125K -$2.61K -28 -2%
ATC
368
Advantage Trust Company
Kansas
$125K +$20.5K +220 +20%
RA
369
Rise Advisors
New York
$124K +$653 +7 +0.5%
SWM
370
Spire Wealth Management
Virginia
$122K -$86.4K -926 -42%
BFPW
371
BOK Financial Private Wealth
Colorado
$121K
PS
372
Principal Securities
Iowa
$109K -$130K -1,397 -55%
W
373
WealthCollab
Washington
$105K
WTFG
374
Wood Tarver Financial Group
Idaho
$97K -$4.48K -48 -4%
Kayne Anderson Rudnick Investment Management
375
Kayne Anderson Rudnick Investment Management
California
$92.4K

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.