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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
TA
101
TCM Advisors
West Virginia
$3.11M
IP
102
Interval Partners
New York
$3.06M +$1.63M +17,176 +116%
KCM
103
KM Capital Management
Texas
$2.9M +$252K +2,646 +10%
SS
104
SBI Securities
Japan
$2.89M -$151K -1,592 -5%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$2.74M -$76.8K -807 -3%
JWA
106
JFS Wealth Advisors
Pennsylvania
$2.65M +$476 +5 +0%
SOS
107
Silver Oak Securities
Tennessee
$2.59M -$439K -4,616 -14%
RIM
108
Rakuten Investment Management
Japan
$2.47M +$2.48M +26,096 New
SWA
109
SOA Wealth Advisors
New York
$2.45M -$9.04K -95 -0.4%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$2.42M -$10.2M -107,360 -81%
FCFC
111
First Citizens Financial Corp
Iowa
$2.41M -$159K -1,670 -6%
QT
112
Quantbot Technologies
New York
$2.38M -$1.56M -16,441 -40%
RFO
113
RiverGlades Family Offices
Florida
$2.37M -$37.1K -390 -2%
WTB
114
Washington Trust Bank
Washington
$2.33M +$45.2K +475 +2%
JE
115
JMAC Enterprises
Pennsylvania
$2.32M +$89.3K +939 +4%
EFG
116
Embree Financial Group
Illinois
$2.32M -$346K -3,637 -13%
SRC
117
Sage Rhino Capital
California
$2.29M +$32K +336 +1%
AWM
118
Axxcess Wealth Management
California
$2.22M -$73.1K -769 -3%
KAS
119
Kestra Advisory Services
Texas
$2.21M -$107K -1,124 -5%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$2.18M +$69.4K +730 +3%
AAS
121
Avantax Advisory Services
Texas
$2.14M +$188K +1,976 +10%
WANY
122
Wealthspire Advisors (New York)
New York
$2.13M +$1.24M +13,055 +142%
NL
123
NEPC LLC
Massachusetts
$2.04M
Comerica Bank
124
Comerica Bank
Texas
$2.01M -$150K -1,580 -7%
William Blair & Company
125
William Blair & Company
Illinois
$2M -$68.7K -722 -3%

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.