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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
PFBT
476
Parkside Financial Bank & Trust
Missouri
$6.52K -$38.5K -400 -86%
CSB
477
City State Bank
Iowa
$6.11K
Toronto Dominion Bank
478
Toronto Dominion Bank
Ontario, Canada
$4.58K -$92.7K -962 -96%
IRC
479
Investors Research Corp
Georgia
$4.48K +$96 +1 +2%
DWA
480
Delos Wealth Advisors
Texas
$4.38K -$963 -10 -19%
GEA
481
Glen Eagle Advisors
New Jersey
$4.08K
CPA
482
Capital Performance Advisors
California
$4.08K +$3.85K +40 New
CPG
483
Cornerstone Planning Group
New Jersey
$4.01K
KFI
484
Key Financial Inc
Pennsylvania
$3.26K
AP
485
Atwood & Palmer
Missouri
$3.06K -$6.26K -65 -68%
SL
486
Salomon & Ludwin
Virginia
$2.44K
PFM
487
Phillips Financial Management
Indiana
$2.04K
PK
488
Pflug Koory
Nebraska
$1.73K +$1.64K +17 New
GWSG
489
GPS Wealth Strategies Group
Colorado
$1.55K
HI
490
Harbour Investments
Wisconsin
$1.53K +$1.45K +15 New
WCAMG
491
Woodard & Company Asset Management Group
North Carolina
$1.38K +$96 +1 +8%
BCMLT
492
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.32K
BONH
493
Bank of New Hampshire
New Hampshire
$1.02K
FMP
494
Financial Management Professionals
Texas
$1K
BL
495
BFSG LLC
California
$815
LWANC
496
Laurel Wealth Advisors (North Carolina)
North Carolina
$714
HI
497
Horizon Investments
North Carolina
$611 +$578 +6 New
IHWM
498
Iron Horse Wealth Management
Iowa
$562 +$96 +1 +20%
IAIM
499
International Assets Investment Management
Florida
$426 +$4.14M +42,971 +10,087%
CAM
500
Creekmur Asset Management
Illinois
$204 -$2.02K -21 -91%

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.