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iShares US Real Estate ETF

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: 501515 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1313 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HF
526
HRT Financial
New York
-$5.29M -51,914 Closed
TSW
527
Three Seasons Wealth
Utah
-$4.6M -45,203 Closed
SCM
528
Stevens Capital Management
Pennsylvania
-$4.47M -43,870 Closed
CIA
529
Concurrent Investment Advisors
Florida
-$4.47M -43,847 Closed
IAIM
530
International Assets Investment Management
Florida
-$426 -43,397 Closed
SFS
531
Sharp Financial Services
Pennsylvania
-$4.23M -41,554 Closed
NW
532
NewEdge Wealth
Pennsylvania
-$3.92M -38,478 Closed
Balyasny Asset Management
533
Balyasny Asset Management
Illinois
-$2.67M -27,128 Closed
RBFC
534
Roman Butler Fullerton & Co
Missouri
-$1.85M -18,362 Closed
LA
535
Latitude Advisors
Florida
-$1.82M -17,842 Closed
DS
536
DRW Securities
Illinois
-$1.52M -14,929 Closed
JF
537
Jump Financial
Illinois
-$1.47M -14,408 Closed
TSS
538
Two Sigma Securities
New York
-$661K -6,488 Closed
ST
539
Sentinel Trust
Texas
-$638K -6,260 Closed
YCG
540
Yeomans Consulting Group
Georgia
-$596K -5,855 Closed
EP
541
Edgestream Partners
New Jersey
-$509K -4,994 Closed
SC
542
Sepio Capital
Utah
-$407K -4,000 Closed
Prudential Financial
543
Prudential Financial
New Jersey
-$381K -3,742 Closed
LIA
544
LBMC Investment Advisors
Tennessee
-$307K -3,010 Closed
MCA
545
Millennium Capital Advisors
Arkansas
-$289K -2,840 Closed
CSPIA
546
Cary Street Partners Investment Advisory
Virginia
-$287K -2,816 Closed
GI
547
GAMCO Investors
Connecticut
-$271K -2,656 Closed
FFA
548
First Foundation Advisors
California
-$269K -2,638 Closed
FLC
549
Fifth Lane Capital
Texas
-$251K -2,461 Closed
SWP
550
Stratos Wealth Partners
Ohio
-$240K -2,356 Closed

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.