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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
BFM
126
Broadview Financial Management
Wisconsin
$2M -$122K -1,286 -6%
WSFS
127
Wilmington Savings Fund Society
Delaware
$1.99M
Northern Trust
128
Northern Trust
Illinois
$1.96M -$223K -2,347 -10%
LPT
129
Legacy Private Trust
Wisconsin
$1.95M -$55.1K -579 -3%
NW
130
Naviter Wealth
Arkansas
$1.93M
CH
131
Canton Hathaway
Rhode Island
$1.81M -$146K -1,532 -8%
EAM
132
Evanson Asset Management
California
$1.76M +$3.04K +32 +0.2%
SFS
133
Sowell Financial Services
Arkansas
$1.75M +$31.2K +328 +2%
SCP
134
Stamos Capital Partners
California
$1.73M -$334K -3,514 -16%
GPW
135
Gray Private Wealth
Massachusetts
$1.7M -$45.7K -480 -3%
DWM
136
Dogwood Wealth Management
Kansas
$1.65M +$43K +452 +3%
RK
137
Rather & Kittrell
Tennessee
$1.62M -$22.3K -234 -1%
FWMM
138
Foundation Wealth Management (Missouri)
Missouri
$1.6M +$1.43K +15 +0.1%
CI
139
Cordant Inc
Oregon
$1.59M -$51.2K -538 -3%
IAN
140
Integrated Advisors Network
Texas
$1.57M +$90.5K +951 +6%
FFC
141
First Financial Corp
Indiana
$1.57M +$73.1K +768 +5%
Lido Advisors
142
Lido Advisors
California
$1.53M -$51.7K -544 -3%
GFA
143
Gallagher Fiduciary Advisors
Illinois
$1.52M +$1.51M +15,899 New
MA
144
Mutual Advisors
Nebraska
$1.52M +$280K +2,944 +22%
PA
145
Parkside Advisors
California
$1.5M -$2K -21 -0.1%
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
$1.48M +$1.47M +15,436 New
Baird Financial Group
147
Baird Financial Group
Wisconsin
$1.43M +$10.7K +113 +0.8%
GC
148
Garde Capital
Washington
$1.43M
BA
149
Ballew Advisors
Mississippi
$1.36M +$4.66K +49 +0.3%
WA
150
Waverly Advisors
Alabama
$1.35M +$682K +7,170 +104%

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.