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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
CAL
451
Capital Analysts LLC
Pennsylvania
$7K
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$6.91K
CJH
453
Christopher J. Hasenberg
Wisconsin
$6.8K -$37.3K -392 -85%
PA
454
PSI Advisors
Florida
$6.7K
PFBT
455
Parkside Financial Bank & Trust
Missouri
$6.13K
CSB
456
City State Bank
Iowa
$5.75K
AF
457
Atala Financial
California
$5.36K
CA
458
Continuum Advisory
Idaho
$5.27K +$5.23K +55 New
OCM
459
Orion Capital Management
California
$4.85K +$95 +1 +2%
AP
460
Advisors Preferred
Maryland
$4.79K
IRC
461
Investors Research Corp
Georgia
$4.5K
IWM
462
IMG Wealth Management
Florida
$4.11K
CI
463
CX Institutional
Indiana
$4K +$4K +42 New
GEA
464
Glen Eagle Advisors
New Jersey
$3.83K
CPG
465
Cornerstone Planning Group
New Jersey
$3.75K
FDCP
466
Foster Dykema Cabot & Partners
Massachusetts
$3.26K
KFI
467
Key Financial Inc
Pennsylvania
$3.06K
SL
468
Salomon & Ludwin
Virginia
$2.3K
CIAS
469
Capital Investment Advisory Services
North Carolina
$2.01K -$14.3K -150 -88%
PFM
470
Phillips Financial Management
Indiana
$1.92K
PK
471
Pflug Koory
Nebraska
$1.63K
GWSG
472
GPS Wealth Strategies Group
Colorado
$1.47K
MWA
473
Medallion Wealth Advisors
Connecticut
$1.42K
WCAMG
474
Woodard & Company Asset Management Group
North Carolina
$1.31K
BCMLT
475
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.26K

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.