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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
OIA
376
Optimum Investment Advisors
Illinois
$152K -$1.45K -15 -1%
PS
377
Principal Securities
Iowa
$150K +$76.4K +793 +117%
EWA
378
EP Wealth Advisors
California
$146K +$138K +1,430 New
CWM
379
Cranbrook Wealth Management
Michigan
$144K
AIM
380
Acropolis Investment Management
Missouri
$143K
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$140K -$3.66K -38 -3%
BFPW
382
BOK Financial Private Wealth
Colorado
$139K
CTA
383
Colonial Trust Advisors
South Carolina
$138K
HGERS
384
Householder Group Estate & Retirement Specialist
Arizona
$135K -$3.37K -35 -3%
PA
385
Parallel Advisors
California
$134K
RA
386
Rise Advisors
New York
$131K +$867 +9 +0.7%
FHA
387
First Horizon Advisors
Tennessee
$121K -$44K -457 -28%
BC
388
Barrett & Company
Rhode Island
$121K -$3.95K -41 -3%
W
389
WealthCollab
Washington
$113K
ATC
390
Advantage Trust Company
Kansas
$112K
FUBT
391
First United Bank & Trust
Maryland
$111K -$1.93K -20 -2%
NA
392
NewEdge Advisors
Louisiana
$102K +$7.03K +73 +8%
Jones Financial Companies
393
Jones Financial Companies
Missouri
$102K +$85.4K +887 +739%
Kayne Anderson Rudnick Investment Management
394
Kayne Anderson Rudnick Investment Management
California
$99.4K +$72.1K +749 +331%
BTI
395
Blue Trust Inc
Georgia
$95.7K +$96 +1 +0.1%
JIP
396
Jaffetilchin Investment Partners
Florida
$91K +$86K +893 New
WP
397
WealthShield Partners
North Carolina
$80.5K
HWA
398
Heritage Wealth Advisors
Virginia
$71.3K
Allspring Global Investments
399
Allspring Global Investments
North Carolina
$68.8K +$65K +675 New
AIA
400
Armor Investment Advisors
North Carolina
$68K

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.