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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
SSWM
101
Sheets Smith Wealth Management
North Carolina
$3.67M
Corient Private Wealth
102
Corient Private Wealth
Florida
$3.63M +$449K +4,659 +10%
Marshall Wace
103
Marshall Wace
United Kingdom
$3.57M +$2.25M +23,332 +198%
SCM
104
SCS Capital Management
Massachusetts
$3.53M
FW
105
Fairway Wealth
Ohio
$3.48M +$16.5K +171 +0.5%
RA
106
Rodgers & Associates
Pennsylvania
$3.42M -$528K -5,487 -14%
BBVA
107
Banco Bilbao Vizcaya Argentaria
Spain
$3.34M +$3.17M +32,874 New
RAS
108
RPS Advisory Solutions
Kentucky
$3.3M +$3.12M +32,361 New
CA
109
CoreCap Advisors
Michigan
$3.22M +$3.04M +31,600 New
MA
110
Mutual Advisors
Nebraska
$3.19M +$1.7M +17,671 +128%
TA
111
TCM Advisors
West Virginia
$3.15M
CCA
112
Checchi Capital Advisers
California
$3.09M -$40K -415 -1%
AFO
113
Allie Family Office
Florida
$3.04M -$88.1K -915 -3%
BWP
114
Balboa Wealth Partners
Arizona
$3.04M +$2.87M +29,805 New
JWA
115
JFS Wealth Advisors
Pennsylvania
$2.99M -$67.4K -700 -2%
LA
116
Lifeworks Advisors
Michigan
$2.98M +$2.82M +29,265 New
Renaissance Technologies
117
Renaissance Technologies
New York
$2.95M +$2.79M +29,000 New
FCFC
118
First Citizens Financial Corp
Iowa
$2.92M -$306K -3,175 -10%
SOS
119
Silver Oak Securities
Tennessee
$2.9M +$1.47M +15,262 +114%
CJH
120
Christopher J. Hasenberg
Wisconsin
$2.8M +$2.73M +28,366 New
KAS
121
Kestra Advisory Services
Texas
$2.79M -$356K -3,692 -12%
EFG
122
Embree Financial Group
Illinois
$2.77M +$57.9K +601 +2%
Balyasny Asset Management
123
Balyasny Asset Management
Illinois
$2.76M +$2.61M +27,128 New
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$2.75M -$44K -457 -2%
Millennium Management
125
Millennium Management
New York
$2.74M +$1.28M +13,330 +98%

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.