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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
AWA
501
Arkadios Wealth Advisors
Georgia
-$207K -2,300 Closed
PAA
502
Peregrine Asset Advisers
Oregon
-$205K -2,277 Closed
CCFCSB
503
Cape Cod Five Cents Savings Bank
Massachusetts
-$204K -2,269 Closed
BW
504
BIP Wealth
Georgia
-$202K -2,245 Closed
BAM
505
BTS Asset Management
Massachusetts
-$176K -1,963 Closed
WAM
506
Wolverine Asset Management
Illinois
-$89.3K -993 Closed
CA
507
CoreCap Advisors
Michigan
-$86.1K -958 Closed
WWMSC
508
Wagner Wealth Management (South Carolina)
South Carolina
-$36.1K -402 Closed
AA
509
AlphaMark Advisors
Kentucky
-$36K -400 Closed
First Manhattan
510
First Manhattan
New York
-$35.5K -395 Closed
GFL
511
Granite FO LLC
New Hampshire
-$29.7K -300 Closed
RFG
512
REAP Financial Group
Texas
-$22K -245 Closed
TSWM
513
Tyler-Stone Wealth Management
Ohio
-$18K -200 Closed
HPIA
514
Hamilton Point Investment Advisors
North Carolina
-$17.6K -195 Closed
TPCW
515
TD Private Client Wealth
New York
-$11.2K -125 Closed
TWP
516
TFO Wealth Partners
Ohio
-$11.1K -123 Closed
MTIM
517
Marathon Trading Investment Management
Pennsylvania
-$8.99K -100 Closed
T
518
Tidemark
California
-$5.18K -58 Closed
VL
519
Vima LLC
Michigan
-$2.12K -25 Closed
SWM
520
Sanctuary Wealth Management
Idaho
-$2.16K -24 Closed
Macquarie Group
521
Macquarie Group
Australia
-$1 -14 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.