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iShares US Real Estate ETF
IYR

476 hedge funds and large institutions have $4.41B invested in iShares US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $690M | Put options by funds: $545M

9% more capital invested

Capital invested by funds: $4.06B → $4.41B (+$357M)

8.5% more ownership

Funds ownership: 113.54% → 122.04% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

0% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 48

1% less funds holding

Funds holding: 480 → 476 (-4)

4% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 158

Holders
476
Holders Change
-4
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
48
Increased
151
Reduced
158
Closed
48
Calls
$690M
Puts
$545M
Net Calls
+$145M
Net Calls Change
+$29M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$186M
2
GFA
Gallagher Fiduciary Advisors
Illinois
+$144M
3
Citigroup
Citigroup
New York
+$101M
4
Bank of America
Bank of America
North Carolina
+$62.9M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$56M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$63.2M
2
QC
Quadrature Capital
United Kingdom
-$39M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$22.2M
4
IMPI
Ilmarinen Mutual Pension Insurance
Finland
-$18M
5
CWM
CIBC World Markets
New York
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
151
Parkside Advisors
California
$1.51M +$24.7K +265 +2%
BA
152
Ballew Advisors
Mississippi
$1.47M +$5.41K +58 +0.4%
TRCT
153
Tower Research Capital (TRC)
New York
$1.46M +$1.43M +15,356 New
Lido Advisors
154
Lido Advisors
California
$1.41M -$95.6K -1,025 -6%
ULWM
155
Upper Left Wealth Management
Florida
$1.36M +$254K +2,725 +24%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$1.29M – – –
SFA
157
Sequoia Financial Advisors
Ohio
$1.25M -$55.2K -592 -4%
CB
158
Commerce Bank
Missouri
$1.25M -$52.6K -564 -4%
CA
159
CoreCap Advisors
Michigan
$1.24M +$1.13M +12,122 +1,269%
Creative Planning
160
Creative Planning
Kansas
$1.23M -$53.9K -578 -4%
VT
161
Volterra Technologies
New York
$1.22M +$1.2M +12,829 New
Brown Advisory
162
Brown Advisory
Maryland
$1.21M +$50.2K +538 +4%
TC
163
TAGStone Capital
North Carolina
$1.21M -$56.7K -608 -5%
GIA
164
Gladstone Institutional Advisory
Florida
$1.13M +$24.2K +259 +2%
CAS
165
CTC Alternative Strategies
Illinois
$1.1M +$1.09M +11,650 New
SIAM
166
Sterling Investment Advisors (Missouri)
Missouri
$1.1M +$43.9K +470 +5%
MCM
167
MAI Capital Management
Ohio
$1.1M -$15.7K -168 -1%
FF
168
Finley Financial
Nevada
$1.04M -$47.1K -505 -4%
CF
169
Centaurus Financial
California
$1.04M +$3.45K +37 +0.3%
SG
170
StoneX Group
New York
$1.02M +$1M +10,758 New
MA
171
Mutual Advisors
Nebraska
$1.02M -$568K -6,085 -37%
HNB
172
Huntington National Bank
Ohio
$1.01M – – –
BWA
173
BlueSky Wealth Advisors
North Carolina
$1.01M -$27.2K -292 -3%
BRWA
174
B. Riley Wealth Advisors
Florida
$994K +$978K +10,486 New
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$983K -$32.3K -346 -3%
5 6
7
8 9

IYR Hedge Fund Activity: Q2 2025 in Review

476 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2025, worth a combined $4.41B — up 8.8% from $4.06B a quarter earlier.

Fund positioning in IYR was balanced in Q2 2025: 48 funds opened new positions, 48 closed out, 151 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was Barclays, cutting an estimated $63.2M.

  • 476 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2025, down from 480 in Q1 2025.
  • Funds reported $4.41B of iShares US Real Estate ETF stock for Q2 2025, up 8.8% quarter-over-quarter.
  • 48 funds opened new iShares US Real Estate ETF positions in Q2 2025 and 48 closed out, a net change of 0 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2025 was Morgan Stanley, an estimated $186M added.
  • The largest iShares US Real Estate ETF seller in Q2 2025 was Barclays, an estimated $63.2M sold.

Based on aggregated 13F filings for Q2 2025.