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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
HSBC Holdings
26
HSBC Holdings
United Kingdom
$40M +$27.5M +278,816 +182%
N
27
Nuveen
North Carolina
$39.1M +$41.4M +419,700 New
COI
28
Connable Office Inc
Michigan
$38.3M +$696K +7,064 +2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$37.4M -$382K -3,879 -1%
PCH
30
PGIM Custom Harvest
New Jersey
$36.9M +$436K +4,427 +1%
PRS
31
Pinkerton Retirement Specialists
Idaho
$34.5M +$13.2M +133,717 +57%
AWM
32
Apollon Wealth Management
South Carolina
$31.2M +$15.9M +161,265 +93%
QC
33
Quadrature Capital
United Kingdom
$27.9M +$29.5M +299,549 New
Citigroup
34
Citigroup
New York
$23.4M -$16.5M -167,535 -40%
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$22.9M +$8.57K +87 +0%
FMLI
36
Fukoku Mutual Life Insurance
Japan
$22.6M
Raymond James Financial
37
Raymond James Financial
Florida
$22.2M +$23.5M +238,878 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$20.9M +$423K +4,291 +2%
Mariner
39
Mariner
Kansas
$18.3M +$233K +2,365 +1%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$18M +$17.7M +179,244 +1,258%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$17.7M +$15M +151,908 +399%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$17.3M +$1.29M +13,124 +8%
PP
43
Passaic Partners
New Jersey
$16.6M -$4.21M -42,682 -19%
CCFM
44
Clear Creek Financial Management
Washington
$14.5M +$13.5M +137,399 +756%
SHGA
45
Sand Hill Global Advisors
California
$14.3M -$991K -10,054 -6%
FAC
46
Financial Advisory Corporation
Michigan
$13.1M +$13.9M +141,065 New
MFG
47
Magnus Financial Group
New York
$12.7M +$750K +7,615 +6%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$12.3M -$15.3M -155,099 -54%
CIBC World Market
49
CIBC World Market
Ontario, Canada
$11.6M +$1.66M +16,891 +16%
CFA
50
Camarda Financial Advisors
Florida
$11.5M -$1.34M -13,635 -10%

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.