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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
BBVA
101
Banco Bilbao Vizcaya Argentaria
Spain
$2.89M -$275K -2,946 -9%
SCP
102
Stamos Capital Partners
California
$2.81M +$1.08M +11,567 +64%
SOS
103
Silver Oak Securities
Tennessee
$2.77M +$172K +1,842 +7%
CCA
104
Checchi Capital Advisers
California
$2.76M -$583K -6,247 -18%
SS
105
SBI Securities
Japan
$2.75M -$106K -1,135 -4%
GRP
106
Global Retirement Partners
California
$2.75M +$2.71M +29,010 New
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$2.62M +$1.14M +12,232 +79%
JWA
108
JFS Wealth Advisors
Pennsylvania
$2.62M -$1.21K -13 -0%
WA
109
Waverly Advisors
Alabama
$2.54M +$1.19M +12,736 +91%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$2.53M -$207K -2,216 -8%
Walleye Capital
111
Walleye Capital
New York
$2.53M +$2.49M +26,698 New
JE
112
JMAC Enterprises
Pennsylvania
$2.47M +$165K +1,769 +7%
RFO
113
RiverGlades Family Offices
Florida
$2.46M +$112K +1,200 +5%
KAS
114
Kestra Advisory Services
Texas
$2.42M +$230K +2,465 +11%
SP
115
Sherman Porfolios
Idaho
$2.32M +$2.29M +24,510 New
SRC
116
Sage Rhino Capital
California
$2.31M +$40.3K +432 +2%
CIBC World Market
117
CIBC World Market
Ontario, Canada
$2.26M -$2.67M -28,600 -54%
WTB
118
Washington Trust Bank
Washington
$2.23M -$73K -782 -3%
AWM
119
Axxcess Wealth Management
California
$2.2M +$280 +3 +0%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$2.19M +$25.1K +269 +1%
SWA
121
SOA Wealth Advisors
New York
$2.17M -$251K -2,695 -11%
AP
122
Americana Partners
Texas
$2.08M +$2.04M +21,896 New
SFC
123
Summit Financial Consulting
Michigan
$2.07M +$2.04M +21,881 New
LA
124
Lifeworks Advisors
Michigan
$2.07M -$1.21M -13,021 -37%
EFG
125
Embree Financial Group
Illinois
$2.04M -$252K -2,706 -11%

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.