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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
BBHC
526
Brown Brothers Harriman & Co
New York
-$478K -5,136 Closed
EFG
527
Ehrlich Financial Group
California
-$358K -3,844 Closed
IAA
528
Independent Advisor Alliance
North Carolina
-$337K -3,621 Closed
TPWA
529
TRUE Private Wealth Advisors
Oregon
-$337K -3,617 Closed
CAM
530
Clark Asset Management
New Hampshire
-$327K -3,515 Closed
SW
531
SlateStone Wealth
Florida
-$290K -3,116 Closed
BJL
532
Brighton Jones LLC
Washington
-$262K -2,815 Closed
ODIJL
533
One Day In July LLC
Vermont
-$243K -2,607 Closed
GM
534
GeoWealth Management
Illinois
-$239K -2,572 Closed
HFA
535
High Falls Advisors
New York
-$219K -2,352 Closed
KL
536
KWMG LLC
Kansas
-$219K -2,349 Closed
Financial Engines Advisors
537
Financial Engines Advisors
California
-$216K -2,321 Closed
MWA
538
Midland Wealth Advisors
Illinois
-$214K -2,298 Closed
XT
539
XTX Topco
Cayman Islands
-$209K -2,246 Closed
PCIA
540
Prime Capital Investment Advisors
Kansas
-$204K -2,189 Closed
TCM
541
Tradewinds Capital Management
Washington
-$128K -1,374 Closed
PP
542
Paloma Partners
Connecticut
-$125K -1,340 Closed
CFGS
543
Concourse Financial Group Securities
Alabama
-$50.7K -539 Closed
AWM
544
Avior Wealth Management
Nebraska
-$37.4K -401 Closed
MA
545
Modus Advisors
Minnesota
-$27.9K -300 Closed
SSG
546
Summit Securities Group
New York
-$18.6K -200 Closed
TCG
547
Transcendent Capital Group
Oklahoma
-$14.6K -157 Closed
DFA
548
DHJJ Financial Advisors
Illinois
-$11K -118 Closed
VHAM
549
Van Hulzen Asset Management
California
-$9.96K -107 Closed
GSWM
550
Golden State Wealth Management
California
-$8.61K -92 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.