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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
XT
376
XTX Topco
Cayman Islands
$209K +$221K +2,246 New
FPAS
377
Focus Partners Advisor Solutions
Missouri
$206K +$218K +2,213 New
PCIA
378
Prime Capital Investment Advisors
Kansas
$204K +$99 +1 +0%
JIC
379
Joel Isaacson & Co
New York
$200K +$887 +9 +0.4%
Jones Financial Companies
380
Jones Financial Companies
Missouri
$196K +$109K +1,101 +109%
Franklin Resources
381
Franklin Resources
California
$189K
BMC
382
Bear Mountain Capital
Washington
$186K +$21.3K +216 +12%
TWC
383
TD Waterhouse Canada
Ontario, Canada
$179K +$189K +1,919 +95,950%
LFG
384
Larson Financial Group
Missouri
$174K
TAM
385
Tucker Asset Management
Colorado
$161K +$9.76K +99 +6%
HCP
386
Hexagon Capital Partners
Arkansas
$155K -$26.8K -272 -14%
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$152K +$25.7K +261 +19%
MMG
388
Monetary Management Group
Missouri
$151K
OIA
389
Optimum Investment Advisors
Illinois
$150K +$12K +122 +8%
SSB
390
Sandy Spring Bank
Maryland
$150K
PP
391
Pacifica Partners
Canada
$145K
EWA
392
EP Wealth Advisors
California
$133K -$296 -3 -0.2%
CWM
393
Cranbrook Wealth Management
Michigan
$132K
Nomura Asset Management
394
Nomura Asset Management
Japan
$130K -$729K -7,400 -84%
AIM
395
Acropolis Investment Management
Missouri
$130K
TCM
396
Tradewinds Capital Management
Washington
$128K +$135K +1,374 New
BFPW
397
BOK Financial Private Wealth
Colorado
$127K
PWA
398
Physician Wealth Advisors
Utah
$125K +$133K +1,348 New
PP
399
Paloma Partners
Connecticut
$125K +$132K +1,340 New
RA
400
Rise Advisors
New York
$121K +$1.08K +11 +0.9%

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.