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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
JWA
101
JFS Wealth Advisors
Pennsylvania
$2.64M +$10K +117 +0.4%
JFG
102
Jefferies Financial Group
New York
$2.57M +$2.52M +29,347 New
TSS
103
Two Sigma Securities
New York
$2.5M +$2.09M +24,391 +591%
LSAG
104
Lake Street Advisors Group
New Hampshire
$2.5M -$5.33M -62,080 -69%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$2.45M +$26.6K +310 +1%
SSA
106
Schonfeld Strategic Advisors
New York
$2.42M +$1.78M +20,773 +307%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$2.41M -$200K -2,327 -8%
SWA
108
SOA Wealth Advisors
New York
$2.35M -$512K -5,971 -18%
EFG
109
Embree Financial Group
Illinois
$2.33M +$4.8K +56 +0.2%
KCM
110
KM Capital Management
Texas
$2.32M +$98.9K +1,153 +5%
MWM
111
Modern Wealth Management
Kansas
$2.27M +$52.6K +613 +2%
Parallax Volatility Advisers
112
Parallax Volatility Advisers
California
$2.25M +$2.2M +25,679 +2,567,900%
LGA
113
Lebenthal Global Advisors
New York
$2.2M -$8.92K -104 -0.4%
RFO
114
RiverGlades Family Offices
Florida
$2.2M +$71.6K +835 +3%
RIM
115
Rakuten Investment Management
Japan
$2.11M
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$2.09M +$1.08M +12,609 +119%
William Blair & Company
117
William Blair & Company
Illinois
$2.02M -$226K -2,629 -10%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$2.01M -$327K -3,814 -14%
BFM
119
Broadview Financial Management
Wisconsin
$1.99M -$27.6K -322 -1%
SFA
120
Sequoia Financial Advisors
Ohio
$1.93M -$101K -1,172 -5%
LPT
121
Legacy Private Trust
Wisconsin
$1.92M -$10.8K -126 -0.6%
Comerica Bank
122
Comerica Bank
Texas
$1.89M +$4.8K +56 +0.3%
HF
123
HRT Financial
New York
$1.88M -$8.21M -95,660 -82%
SRC
124
Sage Rhino Capital
California
$1.82M +$63.7K +742 +4%
NL
125
NEPC LLC
Massachusetts
$1.82M -$157K -1,830 -8%

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.