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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
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$29.3M +$1.09M +11,344 +4%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$25.1M -$226K -2,348 -0.9%
Squarepoint
28
Squarepoint
New York
$25M +$18.1M +187,609 +324%
FMLI
29
Fukoku Mutual Life Insurance
Japan
$24.8M
Ameriprise
30
Ameriprise
Minnesota
$24.7M +$6.37M +66,120 +38%
PRS
31
Pinkerton Retirement Specialists
Idaho
$24.1M +$22.8M +236,561 New
PP
32
Passaic Partners
New Jersey
$22.6M +$6.51M +67,553 +44%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$22.4M +$3.01M +31,223 +17%
OPAM
34
Ocean Park Asset Management
California
$22.3M +$21.1M +218,843 New
SG Americas Securities
35
SG Americas Securities
New York
$21.3M +$9.31M +96,659 +86%
Mariner
36
Mariner
Kansas
$19.8M -$335K -3,483 -2%
AWM
37
Apollon Wealth Management
South Carolina
$17.7M +$16.7M +173,761 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$17.6M +$3.82M +39,680 +30%
SHGA
39
Sand Hill Global Advisors
California
$16.6M -$33.9K -352 -0.2%
Kovitz Investment Group Partners
40
Kovitz Investment Group Partners
Illinois
$15.9M +$9.7M +100,711 +178%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$15.5M -$28.7M -298,425 -66%
ARAM
42
Ardmore Road Asset Management
New York
$15.3M +$14.4M +150,000 New
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$14.8M +$14M +145,000 New
CFA
44
Camarda Financial Advisors
Florida
$13.9M +$13.2M +136,859 New
Fidelity International
45
Fidelity International
Bermuda
$13.4M +$12.7M +131,973 New
MFG
46
Magnus Financial Group
New York
$13.2M +$526K +5,458 +4%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$12.1M +$1.39M +14,384 +14%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$11.7M +$832K +8,641 +8%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$11M -$2.54M -26,392 -19%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$11M +$1.95M +20,199 +23%

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.