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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
EB
451
Eastern Bank
Massachusetts
$13.4K +$12.7K +132 New
HWM
452
Horizons Wealth Management
North Carolina
$13.1K
CFD
453
Creative Financial Designs
Indiana
$12.6K
PS
454
Planned Solutions
California
$12.6K +$11.9K +124 New
FRA
455
Front Row Advisors
California
$12.2K
ITIM
456
Indiana Trust & Investment Management
Indiana
$12.2K
NFA
457
Northwest Financial Advisors
Virginia
$12.1K +$11.5K +119 New
DFA
458
DHJJ Financial Advisors
Illinois
$12K
GFPC
459
Global Financial Private Client
Florida
$11.4K
EWM
460
EPG Wealth Management
Georgia
$11.2K +$10.6K +110 New
AA
461
Ancora Advisors
Ohio
$10.5K
AP
462
Advisors Preferred
Maryland
$10.1K +$9.63K +100 New
IBOK
463
Independence Bank of Kentucky
Kentucky
$9.17K
MTIC
464
Missouri Trust & Investment Company
Missouri
$9.17K
OSAM
465
O'Shaughnessy Asset Management
Connecticut
$9.08K
MFT
466
Moisand Fitzgerald Tamayo
Florida
$8.66K
CPA
467
Cardiff Park Advisors
California
$8.55K +$96 +1 +1%
BWL
468
Bogart Wealth LLC
Virginia
$8.2K +$482 +5 +7%
OFG
469
Oxford Financial Group
Indiana
$8.05K
CAL
470
Capital Analysts LLC
Pennsylvania
$8K
SAM
471
Smartleaf Asset Management
Massachusetts
$7.85K
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$7.83K +$96 +1 +1%
NRC
473
New Republic Capital
North Carolina
$7.13K
PA
474
PSI Advisors
Florida
$7.13K
FDCP
475
Foster Dykema Cabot & Partners
Massachusetts
$6.93K -$6.55K -68 -50%

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.