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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
CA
401
Claris Advisors
Missouri
$64.6K +$61.1K +634 New
CCM
402
Chilton Capital Management
Texas
$62.7K -$71.3K -740 -55%
MCA
403
Maryland Capital Advisors
Maryland
$59.1K
CFGS
404
Concourse Financial Group Securities
Alabama
$57.5K +$7.71K +80 +17%
MIM
405
Macroview Investment Management
Maryland
$56.9K
Qube Research & Technologies (QRT)
406
Qube Research & Technologies (QRT)
United Kingdom
$54.2K +$49.6K +515 +3,029%
WTC
407
WhitTier Trust Company
Nevada
$50.9K
FAM
408
Flaharty Asset Management
Florida
$47.9K +$45.3K +470 New
CIA
409
Cape Investment Advisory
Georgia
$47.2K -$8.96K -93 -17%
Bessemer Group
410
Bessemer Group
New Jersey
$47K +$28.5K +296 +174%
HPC
411
HM Payson & Co
Maine
$46.5K
WWP
412
WR Wealth Planners
Missouri
$42.9K +$40.5K +421 New
CPA
413
Clear Point Advisors
New York
$42.3K -$14.2K -147 -26%
AA
414
AlphaMark Advisors
Kentucky
$41K +$38.5K +400 New
TCG
415
Transcendent Capital Group
Oklahoma
$41K +$23.8K +247 +159%
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$40.1K
MA
417
MCF Advisors
Kentucky
$39.7K
HWM
418
HighMark Wealth Management
Minnesota
$38.2K
CWP
419
Concord Wealth Partners
Virginia
$36K -$289 -3 -0.8%
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33K
S
421
Sachetta
Massachusetts
$33K
CTC
422
Cetera Trust Company
Minnesota
$30.6K
GFL
423
Granite FO LLC
New Hampshire
$30.6K +$28.9K +300 New
WAM
424
Wolverine Asset Management
Illinois
$29.8K +$28.2K +293 New
ADL
425
Asset Dedication LLC
California
$29.4K

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.