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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
MWM
126
Modern Wealth Management
Kansas
$2.7M +$64.3K +668 +3%
KCM
127
KM Capital Management
Texas
$2.7M +$3.08K +32 +0.1%
SWA
128
SOA Wealth Advisors
New York
$2.65M -$72.4K -752 -3%
Focus Partners Wealth
129
Focus Partners Wealth
Massachusetts
$2.64M +$264K +2,746 +12%
RFO
130
RiverGlades Family Offices
Florida
$2.56M +$4.82K +50 +0.2%
AF
131
Alerus Financial
North Dakota
$2.53M +$412K +4,281 +21%
RIM
132
Rakuten Investment Management
Japan
$2.45M
IFG
133
Independent Financial Group
California
$2.37M +$1.69M +17,517 +305%
IAN
134
Integrated Advisors Network
Texas
$2.34M +$793K +8,233 +56%
BFM
135
Broadview Financial Management
Wisconsin
$2.26M -$48.4K -502 -2%
William Blair & Company
136
William Blair & Company
Illinois
$2.25M -$97.6K -1,013 -4%
SFA
137
Sequoia Financial Advisors
Ohio
$2.24M
WTB
138
Washington Trust Bank
Washington
$2.21M -$1.56M -16,246 -43%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$2.17M -$154K -1,601 -7%
LPT
140
Legacy Private Trust
Wisconsin
$2.16M -$65.8K -683 -3%
JE
141
JMAC Enterprises
Pennsylvania
$2.15M +$232K +2,408 +13%
WSFS
142
Wilmington Savings Fund Society
Delaware
$2.12M +$2M +20,807 New
SSA
143
Schonfeld Strategic Advisors
New York
$2.12M -$653K -6,775 -25%
NL
144
NEPC LLC
Massachusetts
$2.11M
Comerica Bank
145
Comerica Bank
Texas
$2.1M -$92.9K -965 -4%
CH
146
Canton Hathaway
Rhode Island
$2.03M +$1.92M +19,940 New
Northern Trust
147
Northern Trust
Illinois
$2.02M +$42.3K +439 +2%
SRC
148
Sage Rhino Capital
California
$1.98M -$127K -1,319 -6%
SWA
149
Stratos Wealth Advisors
Ohio
$1.88M +$601K +6,237 +51%
EAM
150
Evanson Asset Management
California
$1.86M

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.