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iShares US Real Estate ETF

476 hedge funds and large institutions have $4.41B invested in iShares US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $690M | Put options by funds: $545M

9% more capital invested

Capital invested by funds: $4.06B → $4.41B (+$357M)

8.5% more ownership

Funds ownership: 113.54%122.04% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 48

1% less funds holding

Funds holding: 480476 (-4)

4% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 158

Holders
476
Holders Change
-4
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
48
Increased
151
Reduced
158
Closed
48
Calls
$690M
Puts
$545M
Net Calls
+$145M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
451
City State Bank
Iowa
$5.69K
AAG
452
Armstrong Advisory Group
Massachusetts
$5.4K +$5.32K +57 New
OCM
453
Orion Capital Management
California
$4.82K
IRC
454
Investors Research Corp
Georgia
$4.45K
IWM
455
IMG Wealth Management
Florida
$4.09K
CPG
456
Cornerstone Planning Group
New Jersey
$3.93K
GEA
457
Glen Eagle Advisors
New Jersey
$3.79K
FDCP
458
Foster Dykema Cabot & Partners
Massachusetts
$3.22K
VWM
459
Valley Wealth Managers
New Jersey
$3.03K -$19.6K -210 -87%
KFI
460
Key Financial Inc
Pennsylvania
$3.03K
SL
461
Salomon & Ludwin
Virginia
$2.3K
CIAS
462
Capital Investment Advisory Services
North Carolina
$1.99K
PFM
463
Phillips Financial Management
Indiana
$1.9K
PK
464
Pflug Koory
Nebraska
$1.61K
GWSG
465
GPS Wealth Strategies Group
Colorado
$1.47K
MWA
466
Medallion Wealth Advisors
Connecticut
$1.42K
CJH
467
Christopher J. Hasenberg
Wisconsin
$1.33K -$5.32K -57 -80%
BCMLT
468
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.25K
BONH
469
Bank of New Hampshire
New Hampshire
$948
CTB
470
Country Trust Bank
Illinois
$663
IHWM
471
Iron Horse Wealth Management
Iowa
$532
FWA
472
Flagship Wealth Advisors
Massachusetts
$474 -$9.33K -100 -95%
AAP
473
Arax Advisory Partners
Colorado
$380 +$373 +4 New
HI
474
Horizon Investments
North Carolina
$379 -$187 -2 -33%
CAM
475
Creekmur Asset Management
Illinois
$190

IYR Hedge Fund Activity: Q2 2025 in Review

476 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2025, worth a combined $4.41B — up 8.8% from $4.06B a quarter earlier.

Fund positioning in IYR was balanced in Q2 2025: 48 funds opened new positions, 48 closed out, 151 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was Barclays, cutting an estimated $63.2M.

  • 476 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2025, down from 480 in Q1 2025.
  • Funds reported $4.41B of iShares US Real Estate ETF stock for Q2 2025, up 8.8% quarter-over-quarter.
  • 48 funds opened new iShares US Real Estate ETF positions in Q2 2025 and 48 closed out, a net change of 0 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2025 was Morgan Stanley, an estimated $186M added.
  • The largest iShares US Real Estate ETF seller in Q2 2025 was Barclays, an estimated $63.2M sold.

Based on aggregated 13F filings for Q2 2025.