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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
PAA
551
Peregrine Asset Advisers
Oregon
-$230K -2,260 Closed
KWA
552
Kingswood Wealth Advisors
California
-$211K -2,069 Closed
WCWM
553
Willow Creek Wealth Management
California
-$208K -2,044 Closed
PP
554
Patten & Patten
Tennessee
-$208K -2,040 Closed
AWA
555
Arkadios Wealth Advisors
Georgia
-$205K -2,014 Closed
LC
556
Landaas & Company
Wisconsin
-$204K -2,001 Closed
CCM
557
Colorado Capital Management
Colorado
-$195K -1,911 Closed
CTA
558
Colonial Trust Advisors
South Carolina
-$138K -1,350 Closed
HGERS
559
Householder Group Estate & Retirement Specialist
Arizona
-$135K -1,334 Closed
JIP
560
Jaffetilchin Investment Partners
Florida
-$91K -893 Closed
Allspring Global Investments
561
Allspring Global Investments
North Carolina
-$68.8K -675 Closed
CA
562
Claris Advisors
Missouri
-$64.6K -634 Closed
MIM
563
Macroview Investment Management
Maryland
-$56.9K -559 Closed
Qube Research & Technologies (QRT)
564
Qube Research & Technologies (QRT)
United Kingdom
-$54.2K -532 Closed
FAM
565
Flaharty Asset Management
Florida
-$47.9K -470 Closed
SAS
566
Stelac Advisory Services
New York
-$215K -427 Closed
CPA
567
Clear Point Advisors
New York
-$42.3K -415 Closed
WAM
568
Wolverine Asset Management
Illinois
-$29.8K -293 Closed
Macquarie Group
569
Macquarie Group
Australia
-$25.5K -250 Closed
NP
570
NorthRock Partners
Minnesota
-$18.7K -184 Closed
PS
571
Planned Solutions
California
-$12.6K -124 Closed
NFA
572
Northwest Financial Advisors
Virginia
-$12.1K -119 Closed
Toronto Dominion Bank
573
Toronto Dominion Bank
Ontario, Canada
-$4.58K -45 Closed
DWA
574
Delos Wealth Advisors
Texas
-$4.38K -43 Closed
CPA
575
Capital Performance Advisors
California
-$4.08K -40 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.