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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
SFA
151
Sequoia Financial Advisors
Ohio
$1.32M +$7.89K +83 +0.6%
CB
152
Commerce Bank
Missouri
$1.32M -$23.6K -248 -2%
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$1.31M -$19.5K -205 -1%
Creative Planning
154
Creative Planning
Kansas
$1.3M -$14.4K -151 -1%
SCM
155
Stevens Capital Management
Pennsylvania
$1.29M +$1.28M +13,506 New
MAM
156
Milestone Asset Management
Pennsylvania
$1.29M +$837K +8,802 +189%
PAG
157
Private Advisor Group
New Jersey
$1.29M -$19.6K -206 -2%
TC
158
TAGStone Capital
North Carolina
$1.28M -$131K -1,374 -9%
JFG
159
Jefferies Financial Group
New York
$1.19M +$1.19M +12,464 New
Brown Advisory
160
Brown Advisory
Maryland
$1.17M -$28.5K -300 -2%
MCM
161
MAI Capital Management
Ohio
$1.13M -$239K -2,511 -18%
GIA
162
Gladstone Institutional Advisory
Florida
$1.11M -$201K -2,113 -15%
ULWM
163
Upper Left Wealth Management
Florida
$1.11M -$17.8K -187 -2%
FF
164
Finley Financial
Nevada
$1.07M -$330K -3,465 -23%
SWA
165
Stratos Wealth Advisors
Ohio
$1.07M -$550K -5,778 -34%
GWM
166
Geneos Wealth Management
Colorado
$1.06M +$609K +6,400 +138%
CF
167
Centaurus Financial
California
$1.04M -$3.86M -40,571 -79%
BWA
168
BlueSky Wealth Advisors
North Carolina
$1.04M -$132K -1,386 -11%
Bessemer Group
169
Bessemer Group
New Jersey
$1.04M +$254K +2,671 +33%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$1.03M -$384K -4,038 -27%
HNB
171
Huntington National Bank
Ohio
$1.02M
GPA
172
Guidance Point Advisors
Massachusetts
$1.02M +$3.52K +37 +0.3%
NAM
173
NTV Asset Management
West Virginia
$1M
GI
174
GLOBALT Investments
Georgia
$962K -$101K -1,060 -10%
RCAG
175
Rehmann Capital Advisory Group
Michigan
$957K +$24.8K +261 +3%

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.