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iShares US Real Estate ETF

480 hedge funds and large institutions have $4.06B invested in iShares US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 171 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $541M | Put options by funds: $425M

7% less funds holding

Funds holding: 515480 (-35)

15.37% less ownership

Funds ownership: 128.9%113.54% (-15%)

20% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 171

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

33% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 72

40% less capital invested

Capital invested by funds: $6.73B → $4.06B (-$2.67B)

Holders
480
Holders Change
-35
Holders Change %
-6.8%
% of All Funds
6.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
48
Increased
136
Reduced
171
Closed
72
Calls
$541M
Puts
$425M
Net Calls
+$116M
Net Calls Change
+$301M
Name Holding Trade Value Shares
Change
Change in
Stake
NRC
76
New Republic Capital
North Carolina
$4.8M +$4.76M +50,053 +71,504%
AFG
77
Arkansas Financial Group
Arkansas
$4.71M -$90.7K -954 -2%
MWPCG
78
Measured Wealth Private Client Group
New Hampshire
$4.53M +$2.66M +28,016 +145%
CWM
79
CarsonAllaria Wealth Management
Illinois
$4.52M -$386K -4,055 -8%
Truist Financial
80
Truist Financial
North Carolina
$4.43M -$92.9K -977 -2%
BHCM
81
Brevan Howard Capital Management
Jersey
$4.23M +$4.2M +44,148 New
Corient Private Wealth
82
Corient Private Wealth
Florida
$4.2M -$281K -2,949 -6%
Marshall Wace
83
Marshall Wace
United Kingdom
$4.17M +$83.7K +880 +2%
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$4.14M +$463K +4,869 +13%
Verition Fund Management
85
Verition Fund Management
Connecticut
$3.93M +$3.47M +36,462 +796%
GT
86
Glenview Trust
Kentucky
$3.79M -$5.42K -57 -0.1%
RA
87
Rodgers & Associates
Pennsylvania
$3.66M +$135K +1,422 +4%
PNAA
88
Pictet North America Advisors
Switzerland
$3.58M
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$3.57M -$14.5M -152,746 -80%
SI
90
Stephens Inc
Arkansas
$3.49M -$104K -1,091 -3%
SSWM
91
Sheets Smith Wealth Management
North Carolina
$3.45M
AFO
92
Allie Family Office
Florida
$3.45M +$393K +4,133 +13%
AFG
93
Allegheny Financial Group
Pennsylvania
$3.44M -$40.9K -430 -1%
MWM
94
Modern Wealth Management
Kansas
$3.44M -$63.6M -668,297 -95%
WIC
95
Whitegate Investment Counselors
New Hampshire
$3.43M +$571 +6 +0%
CCA
96
Checchi Capital Advisers
California
$3.39M -$340K -3,574 -9%
LA
97
Lifeworks Advisors
Michigan
$3.34M -$1.33M -14,020 -29%
LS
98
Liquid Strategies
Georgia
$3.28M +$3.26M +34,304 New
BBVA
99
Banco Bilbao Vizcaya Argentaria
Spain
$3.22M +$124K +1,299 +4%
FW
100
Fairway Wealth
Ohio
$3.19M +$951 +10 +0%

IYR Hedge Fund Activity: Q1 2025 in Review

480 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2025, worth a combined $4.06B — down 40% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IYR and 48 opened new positions — a net loss of 24 holders — while 171 trimmed existing stakes and 136 added.

The largest buyer was JP Morgan Chase, adding an estimated $56.7M. The largest seller was Barclays, cutting an estimated $370M.

  • 480 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2025, down from 515 in Q4 2024.
  • Funds reported $4.06B of iShares US Real Estate ETF stock for Q1 2025, down 40% quarter-over-quarter.
  • 48 funds opened new iShares US Real Estate ETF positions in Q1 2025 and 72 closed out, a net change of -24 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $56.7M added.
  • The largest iShares US Real Estate ETF seller in Q1 2025 was Barclays, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2025.