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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
MWP
426
MYCIO Wealth Partners
Pennsylvania
$26.3K
GC
427
Gould Capital
Washington
$26.2K
Macquarie Group
428
Macquarie Group
Australia
$25.5K +$24.1K +250 New
VWM
429
Valley Wealth Managers
New Jersey
$24.7K +$3.08K +32 +15%
BCWM
430
Bartlett & Co Wealth Management
Ohio
$20.4K
CSC
431
Caldwell Sutter Capital
California
$20K
ST
432
Smithfield Trust
Pennsylvania
$19K
NP
433
NorthRock Partners
Minnesota
$18.7K +$578 +6 +3%
National Bank of Canada
434
National Bank of Canada
Quebec, Canada
$17.8K -$6.36K -66 -27%
SS
435
Sunbelt Securities
Texas
$17.8K +$16.9K +175 New
CIAS
436
Capital Investment Advisory Services
North Carolina
$17.4K
N
437
Natixis
France
$17.4K
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$17.3K
GJIA
439
Glass Jacobson Investment Advisors
Maryland
$17.1K +$2.79K +29 +21%
SWM
440
Sugarloaf Wealth Management
Georgia
$17.1K -$3.08K -32 -16%
TFGT
441
TS Financial Group (TSFG)
Illinois
$17K
AWM
442
Avior Wealth Management
Nebraska
$16.6K
LWA
443
Lowe Wealth Advisors
Maryland
$16.1K
CWC
444
Carolinas Wealth Consulting
North Carolina
$15.8K +$4.24K +44 +40%
MG
445
Mather Group
Illinois
$15.5K -$51K -530 -78%
FMB
446
Field & Main Bank
Kentucky
$15.4K
CA
447
Crewe Advisors
Utah
$15.3K +$14.4K +150 New
AssetMark Inc
448
AssetMark Inc
California
$15.1K -$11.1K -115 -44%
M
449
MOTCO
Texas
$14.5K
AW
450
Avion Wealth
Texas
$14K

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.