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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
FMLI
26
Fukoku Mutual Life Insurance
Japan
$23.3M
Squarepoint
27
Squarepoint
New York
$23.1M -$63.3M -665,788 -73%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$22.7M -$918K -9,647 -4%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$22.6M +$1.11M +11,651 +5%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$22.2M +$22.1M +232,203 New
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$21.1M +$2.56M +26,898 +14%
Ameriprise
32
Ameriprise
Minnesota
$20.7M -$20.9M -219,779 -49%
Raymond James Financial
33
Raymond James Financial
Florida
$19.5M -$3.34M -35,131 -15%
Mariner
34
Mariner
Kansas
$17.8M -$1.08M -11,361 -6%
Millennium Management
35
Millennium Management
New York
$17.1M +$8.51M +89,431 +100%
PP
36
Passaic Partners
New Jersey
$14.7M -$2.41M -25,304 -14%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$14.4M +$8.04M +84,493 +128%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
38
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M -$76.1M -800,000 -84%
GS
39
GTS Securities
New York
$14.1M +$3.07M +32,281 +28%
SHGA
40
Sand Hill Global Advisors
California
$14M -$695K -7,306 -5%
MFG
41
Magnus Financial Group
New York
$13.9M +$733K +7,706 +6%
FAC
42
Financial Advisory Corporation
Michigan
$13.7M +$172K +1,813 +1%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$12.5M -$5.21M -54,772 -30%
JG
44
Jain Global
New York
$12.5M +$12.4M +130,650 New
SMFG
45
Sumitomo Mitsui Financial Group
Japan
$12.2M +$688K +7,235 +6%
JGC
46
J. Goldman & Co
New York
$10.9M +$6.66M +70,000 +161%
JCM
47
Jacobi Capital Management
Pennsylvania
$9.75M +$130K +1,362 +1%
MML Investors Services
48
MML Investors Services
Massachusetts
$9.68M +$698K +7,335 +8%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$9.68M -$1.53M -16,057 -14%
JF
50
Jump Financial
Illinois
$9.27M +$9.21M +96,832 New

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.