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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
BA
401
Bellwether Advisors
Nebraska
$114K +$121K +1,223 New
BC
402
Barrett & Company
Rhode Island
$111K
W
403
WealthCollab
Washington
$103K
ATC
404
Advantage Trust Company
Kansas
$102K
PMAM
405
Picton Mahoney Asset Management
Ontario, Canada
$102K +$108K +1,100 New
WTFG
406
Wood Tarver Financial Group
Idaho
$99K +$106K +1,072 New
FUBT
407
First United Bank & Trust
Maryland
$94.3K -$7.39K -75 -7%
Kayne Anderson Rudnick Investment Management
408
Kayne Anderson Rudnick Investment Management
California
$90.8K
BTI
409
Blue Trust Inc
Georgia
$84.7K -$17.7K -180 -17%
WP
410
WealthShield Partners
North Carolina
$73.6K +$99 +1 +0.1%
NA
411
NewEdge Advisors
Louisiana
$73.5K -$20.9K -212 -21%
HWA
412
Heritage Wealth Advisors
Virginia
$65.1K
FHA
413
First Horizon Advisors
Tennessee
$65K -$48.7K -494 -41%
LC
414
Luminist Capital
Michigan
$63.9K +$67.6K +686 New
AIA
415
Armor Investment Advisors
North Carolina
$62.6K +$493 +5 +0.7%
CCM
416
Chilton Capital Management
Texas
$57.2K
RWM
417
Rialto Wealth Management
New York
$55.8K +$59.1K +600 New
MCA
418
Maryland Capital Advisors
Maryland
$54K
CFGS
419
Concourse Financial Group Securities
Alabama
$50.7K -$2.46K -25 -4%
WTC
420
WhitTier Trust Company
Nevada
$46.5K
CJH
421
Christopher J. Hasenberg
Wisconsin
$43.1K -$2.75M -27,903 -98%
HPC
422
HM Payson & Co
Maine
$42.4K
CIA
423
Cape Investment Advisory
Georgia
$41.1K -$2.07K -21 -5%
WWP
424
WR Wealth Planners
Missouri
$39.5K +$296 +3 +0.7%
AWM
425
Avior Wealth Management
Nebraska
$37.4K +$23.5K +238 +146%

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.