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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
AP
176
Agilis Partners
Massachusetts
$1.47M -$148K -1,539 -10%
JF
177
Jump Financial
Illinois
$1.47M -$2.95M -30,622 -68%
MWPCG
178
Measured Wealth Private Client Group
New Hampshire
$1.46M +$1.38M +14,325 New
AA
179
Axiom Advisory
California
$1.45M +$28.7K +298 +2%
CB
180
Commerce Bank
Missouri
$1.45M -$20.7K -215 -1%
FFC
181
First Financial Corp
Indiana
$1.44M +$100K +1,042 +8%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$1.44M +$186K +1,932 +16%
DWM
183
Dogwood Wealth Management
Kansas
$1.42M -$33.9K -352 -2%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$1.39M +$79.8K +829 +6%
MCM
185
MAI Capital Management
Ohio
$1.37M -$8.38K -87 -0.6%
IUHSA
186
Itau Unibanco Holding S.A.
Brazil
$1.36M
SCP
187
Stamos Capital Partners
California
$1.25M -$182K -1,890 -13%
Brown Advisory
188
Brown Advisory
Maryland
$1.24M -$12.7K -132 -1%
Verition Fund Management
189
Verition Fund Management
Connecticut
$1.23M +$339K +3,516 +41%
AF
190
Allworth Financial
California
$1.23M -$2.79K -29 -0.2%
AHC
191
Adell Harriman & Carpenter
Texas
$1.21M -$19.3K -200 -2%
UL
192
Unionview LLC
Washington
$1.21M +$10.9K +113 +1%
ULWM
193
Upper Left Wealth Management
Florida
$1.2M -$35.1K -364 -3%
GI
194
GLOBALT Investments
Georgia
$1.17M -$28.7K -298 -3%
NAM
195
NTV Asset Management
West Virginia
$1.13M +$96.3K +1,000 +10%
GPA
196
Guidance Point Advisors
Massachusetts
$1.1M +$4.14K +43 +0.4%
HNB
197
Huntington National Bank
Ohio
$1.08M
JSSH
198
J. Safra Sarasin Holding
$1.06M
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$1.04M -$252K -2,615 -20%
RCAG
200
Rehmann Capital Advisory Group
Michigan
$996K -$47.5K -493 -5%

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.