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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
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$4.43M +$323K +3,461 +8%
R
77
Rebalance
California
$4.42M -$1.18M -12,653 -21%
UFF
78
USA Financial Formulas
Michigan
$4.21M +$4.11M +44,090 +14,895%
TF
79
Trek Financial
Arizona
$4.13M +$4.07M +43,625 New
HighTower Advisors
80
HighTower Advisors
Illinois
$3.91M -$1.03M -10,996 -21%
GT
81
Glenview Trust
Kentucky
$3.73M -$17.4K -186 -0.5%
CCFM
82
Clear Creek Financial Management
Washington
$3.72M +$2.97M +31,799 +425%
Renaissance Technologies
83
Renaissance Technologies
New York
$3.7M +$3.29M +35,300 +954%
RA
84
Rodgers & Associates
Pennsylvania
$3.65M +$24.5K +263 +0.7%
AFO
85
Allie Family Office
Florida
$3.58M +$174K +1,866 +5%
PNAA
86
Pictet North America Advisors
Switzerland
$3.55M
NW
87
Naviter Wealth
Arkansas
$3.51M +$1.56M +16,700 +82%
SSWM
88
Sheets Smith Wealth Management
North Carolina
$3.41M
AFG
89
Allegheny Financial Group
Pennsylvania
$3.36M -$46.7K -501 -1%
WIC
90
Whitegate Investment Counselors
New Hampshire
$3.35M -$41.3K -443 -1%
SI
91
Stephens Inc
Arkansas
$3.32M -$124K -1,329 -4%
AWM
92
AE Wealth Management
Kansas
$3.3M +$3.13M +33,560 +2,774%
IMC Chicago
93
IMC Chicago
Illinois
$3.29M +$3.24M +34,746 New
FW
94
Fairway Wealth
Ohio
$3.27M +$108K +1,154 +3%
IUHSA
95
Itau Unibanco Holding S.A.
Brazil
$3.11M -$5.27M -56,469 -63%
TA
96
TCM Advisors
West Virginia
$3.09M
FAM
97
Forte Asset Management
New York
$3.02M +$2.97M +31,864 New
Corient Private Wealth
98
Corient Private Wealth
Florida
$3.02M -$1.12M -11,975 -27%
EE
99
EWG Elevate
California
$2.99M +$2.94M +31,530 New
KCM
100
KM Capital Management
Texas
$2.89M +$19.3K +207 +0.7%

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.