We are live on ! Find out more
IYR icon

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
RBFC
151
Roman Butler Fullerton & Co
Missouri
$1.85M +$1.77M +18,362 New
RK
152
Rather & Kittrell
Tennessee
$1.85M +$41.3K +429 +2%
CCFM
153
Clear Creek Financial Management
Washington
$1.85M +$1.08M +11,208 +161%
LA
154
Latitude Advisors
Florida
$1.82M +$1.72M +17,842 New
CI
155
Cordant Inc
Oregon
$1.8M -$53.8K -559 -3%
NL
156
NWAM LLC
Washington
$1.8M +$1.7M +17,680 New
GPW
157
Gray Private Wealth
Massachusetts
$1.79M +$14.8K +154 +0.9%
GRP
158
Global Retirement Partners
California
$1.75M +$171K +1,775 +12%
FWMM
159
Foundation Wealth Management (Missouri)
Missouri
$1.73M -$158K -1,644 -9%
Lido Advisors
160
Lido Advisors
California
$1.71M -$11.6K -120 -0.7%
AAS
161
Avantax Advisory Services
Texas
$1.69M -$232K -2,409 -13%
BA
162
Ballew Advisors
Mississippi
$1.67M +$3.37K +35 +0.2%
PAG
163
Private Advisor Group
New Jersey
$1.67M -$159K -1,649 -9%
NFG
164
Nations Financial Group
Iowa
$1.61M -$101K -1,045 -6%
PA
165
Parkside Advisors
California
$1.59M +$3.47K +36 +0.2%
GC
166
Garde Capital
Washington
$1.54M
DS
167
DRW Securities
Illinois
$1.52M -$9.63K -100 -0.7%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$1.52M +$96 +1 +0%
BWA
169
BlueSky Wealth Advisors
North Carolina
$1.52M -$10.1K -105 -0.7%
ACP
170
Aveo Capital Partners
Colorado
$1.51M +$982K +10,191 +219%
TC
171
TAGStone Capital
North Carolina
$1.51M -$10.1K -105 -0.7%
FHB
172
First Hawaiian Bank
Hawaii
$1.5M +$1.42M +14,770 New
SFS
173
Sowell Financial Services
Arkansas
$1.5M +$1.42M +14,767 New
CPBTD
174
Central Pacific Bank - Trust Division
Hawaii
$1.47M +$1.39M +14,460 New
Creative Planning
175
Creative Planning
Kansas
$1.47M -$193 -2 -0%

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.