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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
AssetMark Inc
426
AssetMark Inc
California
$13.6K -$1.71K -18 -11%
M
427
MOTCO
Texas
$13.6K
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$13.4K +$4.47K +47 +51%
AW
429
Avion Wealth
Texas
$13K
EB
430
Eastern Bank
Massachusetts
$12.6K
HWM
431
Horizons Wealth Management
North Carolina
$12.4K
FRA
432
Front Row Advisors
California
$11.5K
ITIM
433
Indiana Trust & Investment Management
Indiana
$11.5K
GFPC
434
Global Financial Private Client
Florida
$10.7K
EWM
435
EPG Wealth Management
Georgia
$10.5K
FWA
436
Flagship Wealth Advisors
Massachusetts
$10.1K
AA
437
Ancora Advisors
Ohio
$10K +$95 +1 +1%
CWM
438
Consultiva Wealth Management
Puerto Rico
$9.67K +$9.61K +101 New
PSFG
439
Park Square Financial Group
Georgia
$9.38K -$9.7K -102 -51%
MG
440
Mather Group
Illinois
$9.38K
RF
441
Robinswood Financial
Washington
$8.98K +$8.85K +93 New
IBOK
442
Independence Bank of Kentucky
Kentucky
$8.62K
MTIC
443
Missouri Trust & Investment Company
Missouri
$8.62K
GC
444
Gould Capital
Washington
$8.14K -$16.4K -172 -67%
MFT
445
Moisand Fitzgerald Tamayo
Florida
$8.14K
CPA
446
Cardiff Park Advisors
California
$8.13K
BWL
447
Bogart Wealth LLC
Virginia
$7.71K
OFG
448
Oxford Financial Group
Indiana
$7.56K
SAM
449
Smartleaf Asset Management
Massachusetts
$7.36K
FMB
450
Field & Main Bank
Kentucky
$7.18K -$7.23K -76 -50%

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.