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iShares US Real Estate ETF

463 hedge funds and large institutions have $3.02B invested in iShares US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 160 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $619M | Put options by funds: $512M

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

2% less funds holding

Funds holding: 472463 (-9)

6.72% less ownership

Funds ownership: 109.04%102.32% (-6.7%)

16% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 160

35% less capital invested

Capital invested by funds: $4.67B → $3.02B (-$1.65B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
463
Holders Change
-9
Holders Change %
-1.91%
% of All Funds
6.69%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
55
Increased
135
Reduced
160
Closed
56
Calls
$619M
Puts
$512M
Net Calls
+$107M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
51
Sumitomo Mitsui Financial Group
Japan
$8.03M +$969K +11,293 +14%
IA
52
IFP Advisors
Florida
$7.94M -$1.99M -23,171 -20%
UBS AM
53
UBS AM
Illinois
$7.76M +$7.59M +88,483 New
CIBC World Market
54
CIBC World Market
Ontario, Canada
$7.68M -$676K -7,877 -8%
B
55
Bailard
California
$7.3M
MWM
56
Mission Wealth Management
California
$7.22M -$249K -2,900 -3%
Simplex Trading
57
Simplex Trading
Illinois
$6.79M +$3.07M +35,783 +86%
MGIA
58
Matthew Goff Investment Advisor
Texas
$5.98M +$504K +5,879 +9%
MFS
59
Mirabella Financial Services
United Kingdom
$5.69M +$5.56M +64,802 New
RA
60
Regis Acquisition
Colorado
$5.65M +$464K +5,408 +9%
R
61
Rebalance
California
$5.57M +$192K +2,241 +4%
OMC
62
Old Mission Capital
Illinois
$5.47M +$4M +46,649 +296%
VF
63
Virtu Financial
New York
$5.35M +$5.23M +60,936 New
GEM
64
Global Endowment Management
North Carolina
$5.34M -$184K -2,150 -3%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$5.12M -$590K -6,877 -11%
Cerity Partners
66
Cerity Partners
New York
$5.09M -$185K -2,151 -4%
Squarepoint
67
Squarepoint
New York
$5.07M +$4.96M +57,828 New
Kovitz Investment Group Partners
68
Kovitz Investment Group Partners
Illinois
$4.99M +$4.86M +56,661 New
JGC
69
J. Goldman & Co
New York
$4.95M +$1.6M +18,671 +49%
RPCA
70
Running Point Capital Advisors
California
$4.95M +$156K +1,813 +3%
AFG
71
Arkansas Financial Group
Arkansas
$4.84M -$243K -2,837 -5%
QC
72
Quadrature Capital
United Kingdom
$4.69M +$4.58M +53,424 New
HighTower Advisors
73
HighTower Advisors
Illinois
$4.68M +$101K +1,172 +2%
CC
74
Courier Capital
New York
$4.5M -$18.3K -213 -0.4%
CWM
75
CarsonAllaria Wealth Management
Illinois
$4.43M +$426K +4,971 +11%

IYR Hedge Fund Activity: Q2 2024 in Review

463 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2024, worth a combined $3.02B — down 35% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IYR and 55 opened new positions — a net loss of 1 holder — while 160 trimmed existing stakes and 135 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $278M. The largest seller was Barclays, cutting an estimated $1.11B.

  • 463 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2024, down from 472 in Q1 2024.
  • Funds reported $3.02B of iShares US Real Estate ETF stock for Q2 2024, down 35% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q2 2024 and 56 closed out, a net change of -1 holder.
  • The largest iShares US Real Estate ETF buyer in Q2 2024 was BNP Paribas Financial Markets, an estimated $278M added.
  • The largest iShares US Real Estate ETF seller in Q2 2024 was Barclays, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2024.