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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
Two Sigma Investments
26
Two Sigma Investments
New York
$19.4M +$19M +221,636 New
GS
27
GTS Securities
New York
$18.5M +$17.5M +203,891 +3,050%
Mariner
28
Mariner
Kansas
$17.4M -$1.25M -14,552 -7%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$16.6M +$740K +8,626 +5%
Ameriprise
30
Ameriprise
Minnesota
$15.4M -$388K -4,524 -3%
JP Morgan Chase
31
JP Morgan Chase
New York
$15.1M -$17.6M -204,594 -54%
Barclays
32
Barclays
United Kingdom
$14.6M -$1.11B -12,906,629 -99%
SHGA
33
Sand Hill Global Advisors
California
$14.4M +$554K +6,460 +4%
OFG
34
Omega Financial Group
California
$13.7M +$897K +10,461 +7%
PP
35
Passaic Partners
New Jersey
$13.5M +$518K +6,034 +4%
CM
36
Caption Management
Oklahoma
$13.2M +$11.6M +135,200 +901%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$11.9M -$1.43M -16,710 -11%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$11.7M -$4.15M -48,339 -27%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$11.7M +$403K +4,695 +4%
MFG
40
Magnus Financial Group
New York
$10.9M +$169K +1,970 +2%
RMC
41
Regis Management Company
California
$10.8M +$1.11K +13 +0%
IFAM
42
Institutional & Family Asset Management
Colorado
$10.1M +$397K +4,630 +4%
MS
43
Maven Securities
Jersey
$9.88M -$301K -3,514 -3%
SG Americas Securities
44
SG Americas Securities
New York
$9.85M -$6.42M -74,884 -40%
RJA
45
Raymond James & Associates
Florida
$9.47M +$181K +2,110 +2%
MML Investors Services
46
MML Investors Services
Massachusetts
$9.33M -$211K -2,463 -2%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$9.29M -$390K -4,545 -4%
Citadel Advisors
48
Citadel Advisors
Florida
$9.26M +$9.05M +105,545 +1,507,786%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$9.15M -$1.37M -15,930 -13%
TRCT
50
Tower Research Capital (TRC)
New York
$8.98M +$1.85M +21,529 +27%

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.