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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
SIM
176
SSI Investment Management
California
$943K -$3.21M -33,744 -77%
JSSH
177
J. Safra Sarasin Holding
$920K -$666K -7,000 -42%
SIAM
178
Sterling Investment Advisors (Missouri)
Missouri
$917K +$52.6K +553 +6%
KCAM
179
Kagan Cocozza Asset Management
New Jersey
$916K -$5.9K -62 -0.6%
AI
180
Atom Investors
Texas
$907K +$901K +9,474 New
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$895K -$71.9K -756 -7%
EFG
182
Ethos Financial Group
Pennsylvania
$894K +$888K +9,333 New
AHC
183
Adell Harriman & Carpenter
Texas
$893K -$201K -2,115 -18%
SC
184
Scotia Capital
Ontario, Canada
$887K +$68K +715 +8%
HWM
185
HB Wealth Management
Georgia
$879K +$1.05K +11 +0.1%
N
186
Nuveen
North Carolina
$871K -$39.1M -410,600 -98%
Bank of New York Mellon
187
Bank of New York Mellon
New York
$835K -$161K -1,688 -16%
FTA
188
Financial & Tax Architects
Missouri
$830K +$133K +1,401 +19%
MC
189
Moors & Cabot
Massachusetts
$813K +$53K +557 +7%
CFB
190
Cullen/Frost Bankers
Texas
$802K +$55.3K +581 +7%
DS
191
DRW Securities
Illinois
$795K +$789K +8,298 New
DFA
192
Davies Financial Advisors
California
$792K +$45.8K +481 +6%
FA
193
Faithward Advisors
Pennsylvania
$788K +$95.5K +1,004 +14%
WP
194
Westmount Partners
California
$783K +$34.6K +364 +5%
CP
195
Creekside Partners
California
$778K +$1.14K +12 +0.1%
SF
196
Synovus Financial
Georgia
$752K -$74.7K -785 -9%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$749K -$16.6K -175 -2%
M&T Bank
198
M&T Bank
New York
$737K -$42.8K -450 -6%
MWM
199
Modera Wealth Management
New Jersey
$737K -$50.7K -533 -6%
LP
200
LMR Partners
United Kingdom
$716K -$588K -6,186 -45%

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.