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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
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$2.74M +$239K +2,423 +9%
EFG
127
Embree Financial Group
Illinois
$2.59M +$72.1K +732 +3%
JWA
128
JFS Wealth Advisors
Pennsylvania
$2.58M -$167K -1,690 -6%
KCM
129
KM Capital Management
Texas
$2.57M +$114K +1,156 +4%
SCM
130
Saxony Capital Management
Missouri
$2.55M +$2.7M +27,376 New
FCFC
131
First Citizens Financial Corp
Iowa
$2.49M -$181K -1,833 -6%
SWA
132
SOA Wealth Advisors
New York
$2.39M -$31.6K -321 -1%
RFO
133
RiverGlades Family Offices
Florida
$2.34M
KAS
134
Kestra Advisory Services
Texas
$2.25M -$314K -3,185 -12%
AWM
135
Axxcess Wealth Management
California
$2.23M +$2.36M +23,959 New
WTB
136
Washington Trust Bank
Washington
$2.22M +$214K +2,173 +10%
SRC
137
Sage Rhino Capital
California
$2.2M +$415K +4,207 +22%
JE
138
JMAC Enterprises
Pennsylvania
$2.17M +$222K +2,257 +11%
Northern Trust
139
Northern Trust
Illinois
$2.12M +$288K +2,921 +15%
Comerica Bank
140
Comerica Bank
Texas
$2.1M +$195K +1,980 +10%
BFM
141
Broadview Financial Management
Wisconsin
$2.06M -$5.82K -59 -0.3%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$2.06M +$79.6K +808 +4%
William Blair & Company
143
William Blair & Company
Illinois
$2.01M -$40.9K -415 -2%
SCP
144
Stamos Capital Partners
California
$2.01M +$918K +9,310 +76%
NL
145
NEPC LLC
Massachusetts
$1.98M +$53.6K +544 +3%
AP
146
Aspect Partners
Virginia
$1.96M -$8.01M -81,244 -79%
LPT
147
Legacy Private Trust
Wisconsin
$1.95M -$29.3K -297 -1%
WSFS
148
Wilmington Savings Fund Society
Delaware
$1.94M
ECM
149
Eisler Capital Management
United Kingdom
$1.93M +$2.06M +20,905 New
FHC
150
First Heartland Consultants
Missouri
$1.92M +$2.04M +20,659 New

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.