We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

473 hedge funds and large institutions have $4.72B invested in iShares US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $785M | Put options by funds: $424M

51% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 39

7% more capital invested

Capital invested by funds: $4.41B → $4.72B (+$311M)

2% more funds holding

Funds holding: 466473 (+7)

2% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 155

6.04% less ownership

Funds ownership: 117.19%111.15% (-6%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
473
Holders Change
+7
Holders Change %
+1.5%
% of All Funds
5.75%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
59
Increased
152
Reduced
155
Closed
39
Calls
$785M
Puts
$424M
Net Calls
+$361M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
COI
26
Connable Office Inc
Michigan
$28.1M +$487K +5,112 +2%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$23.1M -$6.91M -72,543 -23%
FMLI
28
Fukoku Mutual Life Insurance
Japan
$22.8M
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$22.2M -$228K -2,388 -1%
Raymond James Financial
30
Raymond James Financial
Florida
$19.2M +$198K +2,075 +1%
Ameriprise
31
Ameriprise
Minnesota
$18.9M +$920K +9,651 +5%
SHGA
32
Sand Hill Global Advisors
California
$17.3M +$2.49M +26,150 +17%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$17M +$6.63M +69,587 +63%
SG Americas Securities
34
SG Americas Securities
New York
$17M +$6.18M +64,811 +56%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$16M +$1.97M +20,647 +14%
MFG
36
Magnus Financial Group
New York
$15.6M +$826K +8,671 +6%
GEM
37
Global Endowment Management
North Carolina
$14.9M +$2.18M +22,860 +17%
FAC
38
Financial Advisory Corporation
Michigan
$13.8M +$456K +4,789 +3%
JP Morgan Chase
39
JP Morgan Chase
New York
$13.5M +$100K +1,053 +0.7%
SMFG
40
Sumitomo Mitsui Financial Group
Japan
$11.9M +$78K +818 +0.6%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$11.6M -$667K -6,995 -5%
MML Investors Services
42
MML Investors Services
Massachusetts
$11.5M +$823K +8,640 +8%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$11.5M +$5.66M +59,364 +94%
Mariner
44
Mariner
Kansas
$10.6M -$7.27M -76,272 -40%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$10.5M +$1.05M +11,030 +11%
Principal Financial Group
46
Principal Financial Group
Iowa
$8.87M +$8.48M +88,935 +1,611%
DI
47
DDFG Inc
California
$8.69M +$198K +2,080 +2%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$8.34M -$1.34M -14,034 -14%
UW
49
Unique Wealth
Florida
$8.09M +$734K +7,697 +10%
MS
50
Maven Securities
Jersey
$7.5M -$1.88M -19,750 -20%