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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
CH
151
Canton Hathaway
Rhode Island
$1.9M +$44.4K +451 +2%
NW
152
Naviter Wealth
Arkansas
$1.89M +$1.37M +13,883 +215%
AAS
153
Avantax Advisory Services
Texas
$1.89M +$369K +3,742 +23%
MCC
154
Money Concepts Capital
Florida
$1.88M +$1.99M +20,183 New
MWPCG
155
Measured Wealth Private Client Group
New Hampshire
$1.8M +$492K +4,991 +35%
BWP
156
Balboa Wealth Partners
Arizona
$1.71M -$1.12M -11,385 -38%
EAM
157
Evanson Asset Management
California
$1.71M +$3.94K +40 +0.2%
GPW
158
Gray Private Wealth
Massachusetts
$1.7M +$64.2K +651 +4%
SFS
159
Sowell Financial Services
Arkansas
$1.67M +$318K +3,224 +22%
RAS
160
RPS Advisory Solutions
Kentucky
$1.67M -$1.42M -14,405 -45%
HIS
161
Harvest Investment Services
Illinois
$1.66M +$1.76M +17,813 New
CI
162
Cordant Inc
Oregon
$1.6M -$52.3K -531 -3%
RK
163
Rather & Kittrell
Tennessee
$1.6M -$99.3K -1,008 -6%
FHB
164
First Hawaiian Bank
Hawaii
$1.58M +$218K +2,215 +15%
SWA
165
Stratos Wealth Advisors
Ohio
$1.58M -$155K -1,570 -8%
DWM
166
Dogwood Wealth Management
Kansas
$1.56M +$278K +2,824 +20%
FWMM
167
Foundation Wealth Management (Missouri)
Missouri
$1.56M -$23.9K -243 -1%
SSA
168
Schonfeld Strategic Advisors
New York
$1.56M -$398K -4,035 -19%
JSSH
169
J. Safra Sarasin Holding
$1.55M +$612K +6,207 +60%
Lido Advisors
170
Lido Advisors
California
$1.54M -$32.1K -326 -2%
AP
171
Agilis Partners
Massachusetts
$1.48M +$144K +1,457 +10%
PA
172
Parkside Advisors
California
$1.46M +$17.3K +176 +1%
AF
173
Alerus Financial
North Dakota
$1.46M -$896K -9,094 -37%
FFC
174
First Financial Corp
Indiana
$1.45M +$140K +1,422 +10%
IAN
175
Integrated Advisors Network
Texas
$1.44M -$741K -7,519 -33%

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.