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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
FUBT
376
First United Bank & Trust
Maryland
$96.2K -$761 -8 -0.8%
BC
377
Barrett & Company
Rhode Island
$94.6K -$18.9K -199 -17%
Kayne Anderson Rudnick Investment Management
378
Kayne Anderson Rudnick Investment Management
California
$93.4K
CA
379
CoreCap Advisors
Michigan
$91.4K -$4.66M -49,017 -98%
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88.5K +$57.1K +600 +185%
BTI
381
Blue Trust Inc
Georgia
$87.1K
NA
382
NewEdge Advisors
Louisiana
$75.9K +$285 +3 +0.4%
WP
383
WealthShield Partners
North Carolina
$75.6K -$95 -1 -0.1%
HWA
384
Heritage Wealth Advisors
Virginia
$67K
AIA
385
Armor Investment Advisors
North Carolina
$64.4K
LC
386
Luminist Capital
Michigan
$62.8K -$2.95K -31 -5%
CCM
387
Chilton Capital Management
Texas
$58.9K
RWM
388
Rialto Wealth Management
New York
$57.5K
MCA
389
Maryland Capital Advisors
Maryland
$55.5K
WTC
390
WhitTier Trust Company
Nevada
$47.9K
FAM
391
Flaharty Asset Management
Florida
$45K +$44.7K +470 New
HPC
392
HM Payson & Co
Maine
$43.7K
Russell Investments Group
393
Russell Investments Group
United Kingdom
$42.8K +$42.5K +447 New
WF
394
Wayfinding Financial
Washington
$39K +$39.4K +414 New
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$37.7K
MA
396
MCF Advisors
Kentucky
$37.3K
RPA
397
Redwood Park Advisors
California
$37K +$190 +2 +0.5%
HWM
398
HighMark Wealth Management
Minnesota
$35.9K
CWP
399
Concord Wealth Partners
Virginia
$33.7K +$95 +1 +0.3%
CIA
400
Cape Investment Advisory
Georgia
$33K -$9.23K -97 -22%

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.