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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
AA
426
Ancora Advisors
Ohio
$9K +$86 +1 +1%
AP
427
Atwood & Palmer
Missouri
$8.34K +$8.15K +95 New
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$7.98K
MTIC
429
Missouri Trust & Investment Company
Missouri
$7.9K -$858 -10 -10%
IBOK
430
Independence Bank of Kentucky
Kentucky
$7.9K
MFT
431
Moisand Fitzgerald Tamayo
Florida
$7.46K
CPA
432
Cardiff Park Advisors
California
$7.31K
CAL
433
Capital Analysts LLC
Pennsylvania
$7K
OFG
434
Oxford Financial Group
Indiana
$6.93K
SAM
435
Smartleaf Asset Management
Massachusetts
$6.76K -$124K -1,441 -95%
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$6.7K
BWL
437
Bogart Wealth LLC
Virginia
$6.62K
NRC
438
New Republic Capital
North Carolina
$6.14K
PA
439
PSI Advisors
Florida
$6.14K
CSB
440
City State Bank
Iowa
$5.26K
SRCM
441
Signature Resources Capital Management
California
$5.09K
DWA
442
Delos Wealth Advisors
Texas
$4.65K -$39.3K -458 -90%
IRC
443
Investors Research Corp
Georgia
$3.77K +$86 +1 +2%
CPG
444
Cornerstone Planning Group
New Jersey
$3.72K +$3.43K +40 New
GEA
445
Glen Eagle Advisors
New Jersey
$3.51K
KFI
446
Key Financial Inc
Pennsylvania
$2.81K
SL
447
Salomon & Ludwin
Virginia
$2.11K
CAM
448
Creekmur Asset Management
Illinois
$2.02K +$1.97K +23 New
PFM
449
Phillips Financial Management
Indiana
$1.75K
GI
450
Gradient Investments
Minnesota
$1.75K +$1.72K +20 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.