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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
WIC
76
Whitegate Investment Counselors
New Hampshire
$4.33M -$13.4K -156 -0.3%
Corient Private Wealth
77
Corient Private Wealth
Florida
$4.14M -$28.6M -333,959 -88%
JF
78
Jump Financial
Illinois
$3.95M +$3.86M +45,030 New
GT
79
Glenview Trust
Kentucky
$3.93M -$189K -2,199 -5%
Osaic Holdings
80
Osaic Holdings
Arizona
$3.83M -$460K -5,368 -11%
Truist Financial
81
Truist Financial
North Carolina
$3.79M -$176K -2,047 -5%
PA
82
Pineridge Advisors
Missouri
$3.71M +$3.62M +42,239 New
SI
83
Stephens Inc
Arkansas
$3.62M -$87.8K -1,023 -2%
QIM
84
Quantitative Investment Management
Virginia
$3.61M +$786K +9,157 +29%
RA
85
Rodgers & Associates
Pennsylvania
$3.43M +$26.9K +314 +0.8%
NW
86
NewEdge Wealth
Pennsylvania
$3.38M +$3.3M +38,478 New
AFG
87
Allegheny Financial Group
Pennsylvania
$3.37M -$61.1K -712 -2%
WTB
88
Washington Trust Bank
Washington
$3.33M -$2.8M -32,683 -46%
PNAA
89
Pictet North America Advisors
Switzerland
$3.28M
SCM
90
Stevens Capital Management
Pennsylvania
$3.28M -$2.38M -27,765 -43%
UW
91
Unique Wealth
Florida
$3.25M +$398K +4,641 +14%
SSWM
92
Sheets Smith Wealth Management
North Carolina
$3.16M
SCM
93
SCS Capital Management
Massachusetts
$3.04M -$2.4M -28,000 -45%
FW
94
Fairway Wealth
Ohio
$2.99M +$639K +7,451 +28%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$2.83M +$88.9K +1,036 +3%
FCFC
96
First Citizens Financial Corp
Iowa
$2.79M -$746K -8,693 -21%
CCA
97
Checchi Capital Advisers
California
$2.69M -$5.92K -69 -0.2%
AFO
98
Allie Family Office
Florida
$2.68M +$494K +5,758 +23%
KAS
99
Kestra Advisory Services
Texas
$2.66M +$601K +7,009 +29%
TA
100
TCM Advisors
West Virginia
$2.64M

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.