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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
BC
376
Barrett & Company
Rhode Island
$87.6K -$5.97K -64 -6%
FUBT
377
First United Bank & Trust
Maryland
$87.4K -$7.74K -83 -8%
BTI
378
Blue Trust Inc
Georgia
$86.2K
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$78.6K -$8.77K -94 -10%
PTC
380
Private Trust Company
Ohio
$77.2K -$203K -2,178 -73%
NA
381
NewEdge Advisors
Louisiana
$75.4K +$280 +3 +0.4%
WP
382
WealthShield Partners
North Carolina
$74.9K
HI
383
Harbour Investments
Wisconsin
$72K +$70.9K +760 New
Russell Investments Group
384
Russell Investments Group
United Kingdom
$71.6K +$28.7K +308 +69%
HWA
385
Heritage Wealth Advisors
Virginia
$66.3K
AIA
386
Armor Investment Advisors
North Carolina
$63.3K -$467 -5 -0.7%
CCM
387
Chilton Capital Management
Texas
$58.3K
LC
388
Luminist Capital
Michigan
$57.4K -$5.04K -54 -8%
RWM
389
Rialto Wealth Management
New York
$56.9K
MCA
390
Maryland Capital Advisors
Maryland
$55K
LBC
391
Lowe Brockenbrough & Co
Virginia
$48.1K +$47.4K +508 New
WTC
392
WhitTier Trust Company
Nevada
$47.4K
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$37.3K
MA
394
MCF Advisors
Kentucky
$37K
RPA
395
Redwood Park Advisors
California
$36.8K +$187 +2 +0.5%
HWM
396
HighMark Wealth Management
Minnesota
$35.6K
National Bank of Canada
397
National Bank of Canada
Quebec, Canada
$34.3K +$14.6K +156 +76%
CWP
398
Concord Wealth Partners
Virginia
$33.2K -$187 -2 -0.6%
CIA
399
Cape Investment Advisory
Georgia
$31.1K -$1.59K -17 -5%
S
400
Sachetta
Massachusetts
$29.1K

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.