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iShares US Real Estate ETF
IYR

515 hedge funds and large institutions have $6.73B invested in iShares US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 166 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

15% more capital invested

Capital invested by funds: $5.86B → $6.73B (+$873M)

11% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 149

4.64% more ownership

Funds ownership: 124.26% → 128.9% (+4.6%)

3% more funds holding

Funds holding: 501 → 515 (+14)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

18% less call options, than puts

Call options by funds: $851M | Put options by funds: $1.04B

Holders
515
Holders Change
+14
Holders Change %
+2.79%
% of All Funds
6.78%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
84
Increased
166
Reduced
149
Closed
62
Calls
$851M
Puts
$1.04B
Net Calls
-$185M
Net Calls Change
-$57.6M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$112M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$93.6M
3
UFF
USA Financial Formulas
Michigan
+$79M
4
Bank of America
Bank of America
North Carolina
+$71.3M
5
MWM
Modern Wealth Management
Kansas
+$66.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$259M
2
Barclays
Barclays
United Kingdom
-$200M
3
UBS Group
UBS Group
Switzerland
-$63.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$62.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$61.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
501
Salomon & Ludwin
Virginia
$2.23K – – –
PFM
502
Phillips Financial Management
Indiana
$1.86K – – –
PK
503
Pflug Koory
Nebraska
$1.58K – – –
GWSG
504
GPS Wealth Strategies Group
Colorado
$1.43K – – –
MWA
505
Medallion Wealth Advisors
Connecticut
$1.37K +$1.48K +15 New
WCAMG
506
Woodard & Company Asset Management Group
North Carolina
$1.27K – – –
BCMLT
507
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.22K – – –
HI
508
Harbour Investments
Wisconsin
$1.12K -$296 -3 -20%
BONH
509
Bank of New Hampshire
New Hampshire
$931 – – –
LWANC
510
Laurel Wealth Advisors (North Carolina)
North Carolina
$652 – – –
CTB
511
Country Trust Bank
Illinois
$651 +$690 +7 New
HI
512
Horizon Investments
North Carolina
$558 – – –
IHWM
513
Iron Horse Wealth Management
Iowa
$518 – – –
NS
514
NBC Securities
Alabama
$486 -$516K -5,240 -100%
CAM
515
Creekmur Asset Management
Illinois
$186 – – –
Parallax Volatility Advisers
516
Parallax Volatility Advisers
California
$93 – – –
Capstone Investment Advisors
517
Capstone Investment Advisors
New York
$93 +$99 +1 New
Twin Tree Management
518
Twin Tree Management
Texas
– -$55.9M -567,357 Closed
Capital Fund Management (CFM)
519
Capital Fund Management (CFM)
France
– -$39.5M -400,596 Closed
OPAM
520
Ocean Park Asset Management
California
– -$22.3M -218,843 Closed
ARAM
521
Ardmore Road Asset Management
New York
– -$15.3M -150,000 Closed
Point72 Asset Management
522
Point72 Asset Management
Connecticut
– -$14.8M -145,000 Closed
Fidelity International
523
Fidelity International
Bermuda
– -$13.4M -131,973 Closed
D.E. Shaw & Co
524
D.E. Shaw & Co
New York
– -$6.68M -65,591 Closed
SHFP
525
Second Half Financial Partners
Florida
– -$5.91M -58,050 Closed
19 20
21
22 23

IYR Hedge Fund Activity: Q4 2024 in Review

515 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2024, worth a combined $6.73B — up 15% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IYR positions and 62 closed out — a net gain of 22 holders — while 166 added to existing stakes and 149 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $112M. The largest seller was Morgan Stanley, cutting an estimated $259M.

  • 515 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2024, up from 501 in Q3 2024.
  • Funds reported $6.73B of iShares US Real Estate ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 84 funds opened new iShares US Real Estate ETF positions in Q4 2024 and 62 closed out, a net change of +22 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2024 was Goldman Sachs, an estimated $112M added.
  • The largest iShares US Real Estate ETF seller in Q4 2024 was Morgan Stanley, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2024.