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iShares US Real Estate ETF

476 hedge funds and large institutions have $4.41B invested in iShares US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $690M | Put options by funds: $545M

9% more capital invested

Capital invested by funds: $4.06B → $4.41B (+$357M)

8.5% more ownership

Funds ownership: 113.54%122.04% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 48

1% less funds holding

Funds holding: 480476 (-4)

4% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 158

Holders
476
Holders Change
-4
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
48
Increased
151
Reduced
158
Closed
48
Calls
$690M
Puts
$545M
Net Calls
+$145M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
51
Global Endowment Management
North Carolina
$8.9M +$2.33M +25,000 +36%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$8.72M -$410K -4,390 -5%
Tudor Investment Corp
53
Tudor Investment Corp
Connecticut
$8.68M +$1.28M +13,714 +18%
Osaic Holdings
54
Osaic Holdings
Arizona
$8.12M +$3.31M +35,463 +71%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$7.86M +$5.38M +57,627 +228%
UW
56
Unique Wealth
Florida
$7.21M +$857K +9,180 +14%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$7.17M +$3.58M +38,401 +103%
FFA
58
Farther Finance Advisors
California
$6.62M +$6.07M +65,032 +1,342%
B
59
Bailard
California
$6.59M -$70.4K -755 -1%
MGIA
60
Matthew Goff Investment Advisor
Texas
$6.57M -$78.9K -846 -1%
MWM
61
Mission Wealth Management
California
$6M -$507K -5,432 -8%
SCM
62
SCS Capital Management
Massachusetts
$6M
NG
63
Norden Group
Utah
$5.92M +$5.83M +62,517 New
ACM
64
Aster Capital Management
United Arab Emirates
$5.92M +$5.82M +62,422 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$5.69M -$424K -4,540 -7%
MWM
66
Modern Wealth Management
Kansas
$5.2M +$1.77M +18,945 +53%
CC
67
Courier Capital
New York
$5.06M +$64.6K +692 +1%
AFG
68
Arkansas Financial Group
Arkansas
$4.92M -$191K -2,043 -4%
Cerity Partners
69
Cerity Partners
New York
$4.89M -$132K -1,415 -3%
NRC
70
New Republic Capital
North Carolina
$4.75M
MWPCG
71
Measured Wealth Private Client Group
New Hampshire
$4.71M +$219K +2,350 +5%
RPCA
72
Running Point Capital Advisors
California
$4.69M -$428K -4,591 -8%
Marshall Wace
73
Marshall Wace
United Kingdom
$4.53M +$389K +4,168 +10%
Truist Financial
74
Truist Financial
North Carolina
$4.5M +$112K +1,198 +3%
CWM
75
CarsonAllaria Wealth Management
Illinois
$4.48M +$1.4K +15 +0%

IYR Hedge Fund Activity: Q2 2025 in Review

476 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2025, worth a combined $4.41B — up 8.8% from $4.06B a quarter earlier.

Fund positioning in IYR was balanced in Q2 2025: 48 funds opened new positions, 48 closed out, 151 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was Barclays, cutting an estimated $63.2M.

  • 476 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2025, down from 480 in Q1 2025.
  • Funds reported $4.41B of iShares US Real Estate ETF stock for Q2 2025, up 8.8% quarter-over-quarter.
  • 48 funds opened new iShares US Real Estate ETF positions in Q2 2025 and 48 closed out, a net change of 0 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2025 was Morgan Stanley, an estimated $186M added.
  • The largest iShares US Real Estate ETF seller in Q2 2025 was Barclays, an estimated $63.2M sold.

Based on aggregated 13F filings for Q2 2025.