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iShares US Real Estate ETF

463 hedge funds and large institutions have $3.02B invested in iShares US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 160 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $619M | Put options by funds: $512M

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

2% less funds holding

Funds holding: 472463 (-9)

6.72% less ownership

Funds ownership: 109.04%102.32% (-6.7%)

16% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 160

35% less capital invested

Capital invested by funds: $4.67B → $3.02B (-$1.65B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
463
Holders Change
-9
Holders Change %
-1.91%
% of All Funds
6.69%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
55
Increased
135
Reduced
160
Closed
56
Calls
$619M
Puts
$512M
Net Calls
+$107M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
401
Capital Investment Advisory Services
North Carolina
$15K -$38.5K -449 -72%
N
402
Natixis
France
$15K
TFGT
403
TS Financial Group (TSFG)
Illinois
$15K
Bessemer Group
404
Bessemer Group
New Jersey
$15K +$14.6K +170 New
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$14.9K
AWM
406
Avior Wealth Management
Nebraska
$14.3K -$35.9K -419 -72%
LWA
407
Lowe Wealth Advisors
Maryland
$13.9K
TCG
408
Transcendent Capital Group
Oklahoma
$13.6K +$86 +1 +0.6%
FMB
409
Field & Main Bank
Kentucky
$13.2K
IC
410
Innealta Capital
Texas
$13.2K +$12.9K +150 New
M
411
MOTCO
Texas
$12.5K
GJIA
412
Glass Jacobson Investment Advisors
Maryland
$12.2K +$8.06K +94 +209%
AW
413
Avion Wealth
Texas
$12K
HWM
414
Horizons Wealth Management
North Carolina
$12K
FDCP
415
Foster Dykema Cabot & Partners
Massachusetts
$11.9K -$2.92K -34 -20%
JWM
416
Janiczek Wealth Management
Colorado
$11.5K
CFD
417
Creative Financial Designs
Indiana
$10.9K
FRA
418
Front Row Advisors
California
$10.5K
ITIM
419
Indiana Trust & Investment Management
Indiana
$10.5K
Jones Financial Companies
420
Jones Financial Companies
Missouri
$10.5K +$10.3K +120 New
DFA
421
DHJJ Financial Advisors
Illinois
$10.4K
GFPC
422
Global Financial Private Client
Florida
$9.83K
CWC
423
Carolinas Wealth Consulting
North Carolina
$9.74K -$3.17K -37 -25%
EWM
424
EPG Wealth Management
Georgia
$9.65K -$9.44K -110 Closed
CC
425
Cypress Capital
Tennessee
$9.56K +$9.35K +109 New

IYR Hedge Fund Activity: Q2 2024 in Review

463 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2024, worth a combined $3.02B — down 35% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IYR and 55 opened new positions — a net loss of 1 holder — while 160 trimmed existing stakes and 135 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $278M. The largest seller was Barclays, cutting an estimated $1.11B.

  • 463 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2024, down from 472 in Q1 2024.
  • Funds reported $3.02B of iShares US Real Estate ETF stock for Q2 2024, down 35% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q2 2024 and 56 closed out, a net change of -1 holder.
  • The largest iShares US Real Estate ETF buyer in Q2 2024 was BNP Paribas Financial Markets, an estimated $278M added.
  • The largest iShares US Real Estate ETF seller in Q2 2024 was Barclays, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2024.