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iShares US Real Estate ETF

501 hedge funds and large institutions have $5.86B invested in iShares US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 148 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 39

94% more capital invested

Capital invested by funds: $3.02B → $5.86B (+$2.83B)

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

21.94% more ownership

Funds ownership: 102.32%124.26% (+22%)

8% more funds holding

Funds holding: 463501 (+38)

3% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 144

10% less call options, than puts

Call options by funds: $1.2B | Put options by funds: $1.32B

Holders
501
Holders Change
+38
Holders Change %
+8.21%
% of All Funds
7.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
84
Increased
148
Reduced
144
Closed
39
Calls
$1.2B
Puts
$1.32B
Net Calls
-$127M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$5.44M -$474K -4,926 -8%
JGC
77
J. Goldman & Co
New York
$5.37M -$356K -3,698 -7%
HF
78
HRT Financial
New York
$5.29M +$2.94M +30,500 +142%
CWM
79
CarsonAllaria Wealth Management
Illinois
$5.28M +$134K +1,396 +3%
CC
80
Courier Capital
New York
$5.27M +$39.2K +407 +0.8%
WIC
81
Whitegate Investment Counselors
New Hampshire
$5.03M -$5.3K -55 -0.1%
PA
82
Pineridge Advisors
Missouri
$4.72M +$392K +4,072 +10%
Truist Financial
83
Truist Financial
North Carolina
$4.65M +$228K +2,366 +5%
TSW
84
Three Seasons Wealth
Utah
$4.6M +$4.35M +45,203 New
GT
85
Glenview Trust
Kentucky
$4.56M
SCM
86
Stevens Capital Management
Pennsylvania
$4.47M +$625K +6,494 +17%
CIA
87
Concurrent Investment Advisors
Florida
$4.47M +$4.22M +43,847 New
GEM
88
Global Endowment Management
North Carolina
$4.27M -$1.83M -18,970 -31%
SFS
89
Sharp Financial Services
Pennsylvania
$4.23M +$4M +41,554 New
SIM
90
SSI Investment Management
California
$4.22M +$3.41M +35,372 +588%
WP
91
Woodline Partners
California
$4.19M +$3.96M +41,086 New
GS
92
GTS Securities
New York
$4.01M -$16.5M -171,241 -81%
NW
93
NewEdge Wealth
Pennsylvania
$3.92M
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$3.88M +$563K +5,848 +18%
SI
95
Stephens Inc
Arkansas
$3.85M -$333K -3,461 -8%
UW
96
Unique Wealth
Florida
$3.82M +$47.7K +495 +1%
DL
97
DOHJ LLC
Washington
$3.81M +$3.64M +37,801 New
PNAA
98
Pictet North America Advisors
Switzerland
$3.81M
AFG
99
Allegheny Financial Group
Pennsylvania
$3.73M -$166K -1,725 -4%
BRWA
100
B. Riley Wealth Advisors
Florida
$3.67M +$3.5M +36,364 New

IYR Hedge Fund Activity: Q3 2024 in Review

501 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2024, worth a combined $5.86B — up 94% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IYR positions and 39 closed out — a net gain of 45 holders — while 148 added to existing stakes and 144 trimmed.

The largest buyer was Barclays, adding an estimated $947M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $204M.

  • 501 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2024, up from 463 in Q2 2024.
  • Funds reported $5.86B of iShares US Real Estate ETF stock for Q3 2024, up 94% quarter-over-quarter.
  • 84 funds opened new iShares US Real Estate ETF positions in Q3 2024 and 39 closed out, a net change of +45 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2024 was Barclays, an estimated $947M added.
  • The largest iShares US Real Estate ETF seller in Q3 2024 was BNP Paribas Financial Markets, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2024.