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iShares US Real Estate ETF

480 hedge funds and large institutions have $4.06B invested in iShares US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 171 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $541M | Put options by funds: $425M

7% less funds holding

Funds holding: 515480 (-35)

15.37% less ownership

Funds ownership: 128.9%113.54% (-15%)

20% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 171

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

33% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 72

40% less capital invested

Capital invested by funds: $6.73B → $4.06B (-$2.67B)

Holders
480
Holders Change
-35
Holders Change %
-6.8%
% of All Funds
6.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
48
Increased
136
Reduced
171
Closed
72
Calls
$541M
Puts
$425M
Net Calls
+$116M
Net Calls Change
+$301M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
501
Greenup Street Wealth Management
Michigan
-$3.48M -37,427 Closed
KWM
502
Kingsview Wealth Management
Oregon
-$3.45M -37,064 Closed
SCM
503
Saxony Capital Management
Missouri
-$2.55M -27,376 Closed
ECM
504
Eisler Capital Management
United Kingdom
-$1.93M -20,905 Closed
FHC
505
First Heartland Consultants
Missouri
-$1.92M -20,659 Closed
MCC
506
Money Concepts Capital
Florida
-$1.88M -20,183 Closed
BWP
507
Balboa Wealth Partners
Arizona
-$1.71M -18,420 Closed
RAS
508
RPS Advisory Solutions
Kentucky
-$1.67M -17,956 Closed
HIS
509
Harvest Investment Services
Illinois
-$1.66M -17,813 Closed
FHB
510
First Hawaiian Bank
Hawaii
-$1.58M -16,985 Closed
SSA
511
Schonfeld Strategic Advisors
New York
-$1.56M -16,733 Closed
AF
512
Alerus Financial
North Dakota
-$1.46M -15,706 Closed
SG
513
StoneX Group
New York
-$1.42M -15,272 Closed
FIA
514
Foundations Investment Advisors
Arizona
-$1.39M -14,943 Closed
CPBTD
515
Central Pacific Bank - Trust Division
Hawaii
-$1.35M -14,460 Closed
FTUS
516
Flow Traders U.S.
New York
-$1.32M -14,177 Closed
NL
517
NWAM LLC
Washington
-$1.16M -12,439 Closed
AI
518
Atria Investments
North Carolina
-$985K -10,581 Closed
NFG
519
Nations Financial Group
Iowa
-$963K -10,344 Closed
ACP
520
Aveo Capital Partners
Colorado
-$852K -9,154 Closed
WA
521
WESPAC Advisors
California
-$712K -7,652 Closed
DL
522
DOHJ LLC
Washington
-$703K -7,557 Closed
WA
523
Wealth Alliance
New York
-$694K -7,459 Closed
TI
524
Trexquant Investment
Connecticut
-$579K -6,225 Closed
BCM
525
Bayesian Capital Management
New York
-$504K -5,418 Closed

IYR Hedge Fund Activity: Q1 2025 in Review

480 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2025, worth a combined $4.06B — down 40% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IYR and 48 opened new positions — a net loss of 24 holders — while 171 trimmed existing stakes and 136 added.

The largest buyer was JP Morgan Chase, adding an estimated $56.7M. The largest seller was Barclays, cutting an estimated $370M.

  • 480 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2025, down from 515 in Q4 2024.
  • Funds reported $4.06B of iShares US Real Estate ETF stock for Q1 2025, down 40% quarter-over-quarter.
  • 48 funds opened new iShares US Real Estate ETF positions in Q1 2025 and 72 closed out, a net change of -24 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $56.7M added.
  • The largest iShares US Real Estate ETF seller in Q1 2025 was Barclays, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2025.