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iShares US Real Estate ETF

463 hedge funds and large institutions have $3.02B invested in iShares US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 160 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $619M | Put options by funds: $512M

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

2% less funds holding

Funds holding: 472463 (-9)

6.72% less ownership

Funds ownership: 109.04%102.32% (-6.7%)

16% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 160

35% less capital invested

Capital invested by funds: $4.67B → $3.02B (-$1.65B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
463
Holders Change
-9
Holders Change %
-1.91%
% of All Funds
6.69%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
55
Increased
135
Reduced
160
Closed
56
Calls
$619M
Puts
$512M
Net Calls
+$107M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
176
Rehmann Capital Advisory Group
Michigan
$901K +$24.4K +285 +3%
NAM
177
NTV Asset Management
West Virginia
$888K -$17.2K -200 -2%
Walleye Capital
178
Walleye Capital
New York
$882K +$862K +10,054 New
AL
179
Aspiriant LLC
California
$880K -$257 -3 -0%
SIAM
180
Sterling Investment Advisors (Missouri)
Missouri
$844K -$41.2K -480 -5%
Principal Financial Group
181
Principal Financial Group
Iowa
$821K +$802K +9,353 New
SF
182
Synovus Financial
Georgia
$814K -$270K -3,152 -25%
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$754K +$12.4K +144 +2%
HWM
184
HB Wealth Management
Georgia
$753K
Verition Fund Management
185
Verition Fund Management
Connecticut
$751K +$734K +8,555 New
MWM
186
Modera Wealth Management
New Jersey
$747K -$9.78K -114 -1%
E
187
ETFidea
New York
$723K -$21.4K -250 -3%
CTFG
188
Capstone Triton Financial Group
Oklahoma
$710K +$14.9K +174 +2%
CP
189
Creekside Partners
California
$708K +$692K +8,070 New
SC
190
Scotia Capital
Ontario, Canada
$689K +$19.5K +227 +3%
AllianceBernstein
191
AllianceBernstein
Tennessee
$683K +$403K +4,694 +152%
CFB
192
Cullen/Frost Bankers
Texas
$679K +$248K +2,891 +60%
DFA
193
Davies Financial Advisors
California
$674K -$10.6K -123 -2%
MC
194
Moors & Cabot
Massachusetts
$663K +$5.75K +67 +0.9%
WP
195
Westmount Partners
California
$661K +$2.06K +24 +0.3%
AP
196
Aspect Partners
Virginia
$647K -$119K -1,382 -16%
PFPT
197
Pinnacle Financial Partners (Tennessee)
Tennessee
$644K
CAM
198
Covenant Asset Management
New Jersey
$635K -$18.1K -211 -3%
M&T Bank
199
M&T Bank
New York
$627K
IWC
200
Integrated Wealth Concepts
Massachusetts
$626K -$1.8K -21 -0.3%

IYR Hedge Fund Activity: Q2 2024 in Review

463 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2024, worth a combined $3.02B — down 35% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IYR and 55 opened new positions — a net loss of 1 holder — while 160 trimmed existing stakes and 135 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $278M. The largest seller was Barclays, cutting an estimated $1.11B.

  • 463 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2024, down from 472 in Q1 2024.
  • Funds reported $3.02B of iShares US Real Estate ETF stock for Q2 2024, down 35% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q2 2024 and 56 closed out, a net change of -1 holder.
  • The largest iShares US Real Estate ETF buyer in Q2 2024 was BNP Paribas Financial Markets, an estimated $278M added.
  • The largest iShares US Real Estate ETF seller in Q2 2024 was Barclays, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2024.