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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
WIM
476
Waycross Investment Management
Washington
-$2.96M -32,881 Closed
FRM
477
Fox Run Management
Connecticut
-$2.87M -31,900 Closed
CAM
478
Crestone Asset Management
Colorado
-$2.84M -31,593 Closed
GB
479
Gunma Bank
Japan
-$2.79M -31,000 Closed
MCC
480
Money Concepts Capital
Florida
-$2.58M -28,695 Closed
PP
481
Paloma Partners
Connecticut
-$2.3M -26,868 Closed
CH
482
Canton Hathaway
Rhode Island
-$1.99M -22,175 Closed
Balyasny Asset Management
483
Balyasny Asset Management
Illinois
-$1.69M -19,702 Closed
FTUS
484
Flow Traders U.S.
New York
-$1.64M -18,208 Closed
KWA
485
Kellett Wealth Advisors
Ohio
-$1.49M -16,548 Closed
NL
486
NWAM LLC
Washington
-$1.41M -15,925 Closed
QT
487
Quantbot Technologies
New York
-$731K -8,131 Closed
LNC
488
Lincoln National Corp
Pennsylvania
-$644K -7,167 Closed
SC
489
Shay Capital
New York
-$450K -5,000 Closed
IWM
490
IHT Wealth Management
Illinois
-$299K -3,324 Closed
SC
491
Saiph Capital
New Jersey
-$294K -3,270 Closed
BRWA
492
B. Riley Wealth Advisors
Florida
-$236K -2,980 Closed
PGFC
493
Peapack-Gladstone Financial Corp
New Jersey
-$266K -2,956 Closed
PI
494
PEAK6 Investments
Illinois
-$238K -2,769 Closed
SFS
495
Summit Financial Strategies
Ohio
-$248K -2,762 Closed
EW
496
Element Wealth
Mississippi
-$226K -2,517 Closed
NCM
497
NCM Capital Management
New Jersey
-$226K -2,511 Closed
WANY
498
Wealthspire Advisors (New York)
New York
-$224K -2,497 Closed
CWA
499
Clearview Wealth Advisors
Oregon
-$224K -2,493 Closed
IWA
500
Icon Wealth Advisors
Texas
-$211K -2,351 Closed

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.