We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

515 hedge funds and large institutions have $6.73B invested in iShares US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 166 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

15% more capital invested

Capital invested by funds: $5.86B → $6.73B (+$873M)

11% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 149

4.64% more ownership

Funds ownership: 124.26%128.9% (+4.6%)

3% more funds holding

Funds holding: 501515 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

18% less call options, than puts

Call options by funds: $851M | Put options by funds: $1.04B

Holders
515
Holders Change
+14
Holders Change %
+2.79%
% of All Funds
6.78%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
84
Increased
166
Reduced
149
Closed
62
Calls
$851M
Puts
$1.04B
Net Calls
-$185M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
101
Quantbot Technologies
New York
$3.84M +$4.07M +41,267 New
TRCT
102
Tower Research Capital (TRC)
New York
$3.79M -$1.57M -15,891 -28%
OAM
103
Oppenheimer Asset Management
New York
$3.69M +$3.91M +39,653 New
GT
104
Glenview Trust
Kentucky
$3.69M -$513K -5,203 -12%
CC
105
Centiva Capital
New York
$3.66M +$3.87M +39,300 New
Renaissance Technologies
106
Renaissance Technologies
New York
$3.64M +$995K +10,100 +35%
CCA
107
Checchi Capital Advisers
California
$3.63M +$854K +8,664 +29%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$3.57M +$1.22M +12,409 +48%
SI
109
Stephens Inc
Arkansas
$3.49M -$29K -294 -0.8%
PNAA
110
Pictet North America Advisors
Switzerland
$3.48M
GSWM
111
Greenup Street Wealth Management
Michigan
$3.48M +$3.69M +37,427 New
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$3.46M -$3.89M -39,491 -51%
KWM
113
Kingsview Wealth Management
Oregon
$3.45M +$3.65M +37,064 New
RA
114
Rodgers & Associates
Pennsylvania
$3.43M +$320K +3,249 +10%
AFG
115
Allegheny Financial Group
Pennsylvania
$3.39M -$26.5K -269 -0.7%
SSWM
116
Sheets Smith Wealth Management
North Carolina
$3.35M
WIC
117
Whitegate Investment Counselors
New Hampshire
$3.33M -$1.33M -13,521 -27%
SCM
118
SCS Capital Management
Massachusetts
$3.23M
FW
119
Fairway Wealth
Ohio
$3.1M -$90.3K -916 -3%
BBVA
120
Banco Bilbao Vizcaya Argentaria
Spain
$3.01M -$37.5K -380 -1%
AFO
121
Allie Family Office
Florida
$2.96M +$196K +1,984 +7%
SS
122
SBI Securities
Japan
$2.95M +$3.13M +31,745 New
SOS
123
Silver Oak Securities
Tennessee
$2.95M +$324K +3,288 +11%
GRP
124
Global Retirement Partners
California
$2.92M +$1.4M +14,246 +83%
TA
125
TCM Advisors
West Virginia
$2.9M

IYR Hedge Fund Activity: Q4 2024 in Review

515 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2024, worth a combined $6.73B — up 15% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IYR positions and 62 closed out — a net gain of 22 holders — while 166 added to existing stakes and 149 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $112M. The largest seller was Morgan Stanley, cutting an estimated $259M.

  • 515 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2024, up from 501 in Q3 2024.
  • Funds reported $6.73B of iShares US Real Estate ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 84 funds opened new iShares US Real Estate ETF positions in Q4 2024 and 62 closed out, a net change of +22 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2024 was Goldman Sachs, an estimated $112M added.
  • The largest iShares US Real Estate ETF seller in Q4 2024 was Morgan Stanley, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2024.