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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
CT
451
Clearstead Trust
Maine
$1.58K
Qube Research & Technologies (QRT)
452
Qube Research & Technologies (QRT)
United Kingdom
$1.49K -$50M -583,173 -100%
GWSG
453
GPS Wealth Strategies Group
Colorado
$1.32K +$1.29K +15 New
WCAMG
454
Woodard & Company Asset Management Group
North Carolina
$1.18K
BCMLT
455
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.14K -$343 -4 -24%
FMP
456
Financial Management Professionals
Texas
$1K -$160K -1,860 -99%
BONH
457
Bank of New Hampshire
New Hampshire
$877 +$858 +10 New
BL
458
BFSG LLC
California
$702
LWANC
459
Laurel Wealth Advisors (North Carolina)
North Carolina
$615
KFS
460
Kelly Financial Services
Massachusetts
$574 +$86 +1 +17%
IHWM
461
Iron Horse Wealth Management
Iowa
$481
S
462
SignatureFD
Georgia
$439 -$21.4K -250 -98%
SFC
463
Strategic Financial Concepts
Texas
$200 +$1.62M +18,936 New
GCS
464
Gordian Capital (Singapore)
Singapore
$88
ATPW
465
Ashton Thomas Private Wealth
Arizona
$88 +$86 +1 New
TWC
466
TD Waterhouse Canada
Ontario, Canada
$87 +$86 +1 New
CWM
467
CIBC World Markets
New York
-$388M -4,313,031 Closed
BAM
468
Bayview Asset Management
Florida
-$51.5M -600,000 Closed
VC
469
Vision Capital
Ontario, Canada
-$24.8M -276,225 Closed
JCM
470
Jacobi Capital Management
Pennsylvania
-$8.73M -97,130 Closed
Walleye Trading
471
Walleye Trading
New York
-$5.83M -67,958 Closed
FHC
472
First Heartland Consultants
Missouri
-$5.86M -65,168 Closed
Two Sigma Advisers
473
Two Sigma Advisers
New York
-$4.74M -52,700 Closed
BHCM
474
Brevan Howard Capital Management
Jersey
-$3.76M -41,813 Closed
Renaissance Technologies
475
Renaissance Technologies
New York
-$2.96M -32,900 Closed

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.