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iShares US Real Estate ETF

515 hedge funds and large institutions have $6.73B invested in iShares US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 166 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

15% more capital invested

Capital invested by funds: $5.86B → $6.73B (+$873M)

11% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 149

4.64% more ownership

Funds ownership: 124.26%128.9% (+4.6%)

3% more funds holding

Funds holding: 501515 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

18% less call options, than puts

Call options by funds: $851M | Put options by funds: $1.04B

Holders
515
Holders Change
+14
Holders Change %
+2.79%
% of All Funds
6.78%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
84
Increased
166
Reduced
149
Closed
62
Calls
$851M
Puts
$1.04B
Net Calls
-$185M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
451
TS Financial Group (TSFG)
Illinois
$16K
CIAS
452
Capital Investment Advisory Services
North Carolina
$15.9K
N
453
Natixis
France
$15.9K
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$15.8K
SWM
455
Sugarloaf Wealth Management
Georgia
$15.7K +$197 +2 +1%
AssetMark Inc
456
AssetMark Inc
California
$14.9K +$1.18K +12 +8%
LWA
457
Lowe Wealth Advisors
Maryland
$14.7K
TCG
458
Transcendent Capital Group
Oklahoma
$14.6K -$24.1K -245 -61%
CWC
459
Carolinas Wealth Consulting
North Carolina
$14.4K
FMB
460
Field & Main Bank
Kentucky
$14.1K
CA
461
Crewe Advisors
Utah
$14K
M
462
MOTCO
Texas
$13.2K
AW
463
Avion Wealth
Texas
$13K
EB
464
Eastern Bank
Massachusetts
$12.3K
HWM
465
Horizons Wealth Management
North Carolina
$12K
FRA
466
Front Row Advisors
California
$11.2K
ITIM
467
Indiana Trust & Investment Management
Indiana
$11.2K
DFA
468
DHJJ Financial Advisors
Illinois
$11K
GFPC
469
Global Financial Private Client
Florida
$10.4K
EWM
470
EPG Wealth Management
Georgia
$10.2K
VHAM
471
Van Hulzen Asset Management
California
$9.96K +$10.5K +107 New
FWA
472
Flagship Wealth Advisors
Massachusetts
$9.77K +$10.3K +105 New
AA
473
Ancora Advisors
Ohio
$9.7K +$99 +1 +1%
MG
474
Mather Group
Illinois
$9.12K -$5.32K -54 -36%
OSAM
475
O'Shaughnessy Asset Management
Connecticut
$8.65K +$197 +2 +2%

IYR Hedge Fund Activity: Q4 2024 in Review

515 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2024, worth a combined $6.73B — up 15% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IYR positions and 62 closed out — a net gain of 22 holders — while 166 added to existing stakes and 149 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $112M. The largest seller was Morgan Stanley, cutting an estimated $259M.

  • 515 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2024, up from 501 in Q3 2024.
  • Funds reported $6.73B of iShares US Real Estate ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 84 funds opened new iShares US Real Estate ETF positions in Q4 2024 and 62 closed out, a net change of +22 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2024 was Goldman Sachs, an estimated $112M added.
  • The largest iShares US Real Estate ETF seller in Q4 2024 was Morgan Stanley, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2024.