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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
S
401
Sachetta
Massachusetts
$29.4K
CTC
402
Cetera Trust Company
Minnesota
$28.7K
GFL
403
Granite FO LLC
New Hampshire
$28.7K
UFF
404
USA Financial Formulas
Michigan
$28.3K -$76.2M -801,517 -100%
ADL
405
Asset Dedication LLC
California
$27.7K
MWP
406
MYCIO Wealth Partners
Pennsylvania
$24.7K
FHA
407
First Horizon Advisors
Tennessee
$23.3K -$43.3K -455 -65%
GWS
408
Greykasell Wealth Strategies
California
$23.3K +$23.1K +243 New
VWM
409
Valley Wealth Managers
New Jersey
$23.2K
PA
410
Pineridge Advisors
Missouri
$22.5K -$1.81K -19 -7%
SIM
411
Synergy Investment Management
Florida
$21.7K -$6.09K -64 -22%
GJIA
412
Glass Jacobson Investment Advisors
Maryland
$20.4K
National Bank of Canada
413
National Bank of Canada
Quebec, Canada
$19.7K +$2.66K +28 +16%
BCWM
414
Bartlett & Co Wealth Management
Ohio
$19.1K
PMAM
415
Picton Mahoney Asset Management
Ontario, Canada
$19K -$85.6K -900 -82%
CSC
416
Caldwell Sutter Capital
California
$18.8K
ST
417
Smithfield Trust
Pennsylvania
$18K
SS
418
Sunbelt Securities
Texas
$16.8K
N
419
Natixis
France
$16.3K
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$16.3K
NP
421
NorthRock Partners
Minnesota
$16.2K +$16.1K +169 New
TFGT
422
TS Financial Group (TSFG)
Illinois
$16K
LWA
423
Lowe Wealth Advisors
Maryland
$15.1K
CWC
424
Carolinas Wealth Consulting
North Carolina
$14.7K -$190 -2 -1%
CA
425
Crewe Advisors
Utah
$14.4K

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.