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iShares US Real Estate ETF

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: 1010 (0)

0% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 48

1% less funds holding

Funds holding: 480476 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Stratos Wealth Advisors
Ohio
$982K -$73.5K -788 -7%
GPA
177
Guidance Point Advisors
Massachusetts
$979K -$26K -279 -3%
WANY
178
Wealthspire Advisors (New York)
New York
$964K -$1.13M -12,100 -54%
NAM
179
NTV Asset Management
West Virginia
$949K -$40.1K -430 -4%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$946K -$1.68K -18 -0.2%
GFWA
181
Grey Fox Wealth Advisors
Delaware
$940K +$258K +2,764 +39%
PRS
182
Pinkerton Retirement Specialists
Idaho
$937K +$922K +9,882 New
SC
183
Scotia Capital
Ontario, Canada
$928K +$49K +525 +6%
KCAM
184
Kagan Cocozza Asset Management
New Jersey
$889K -$16.7K -179 -2%
EFG
185
Ethos Financial Group
Pennsylvania
$870K -$14.6K -157 -2%
GI
186
GLOBALT Investments
Georgia
$854K -$96.8K -1,037 -10%
AHC
187
Adell Harriman & Carpenter
Texas
$841K -$42K -450 -5%
FA
188
Faithward Advisors
Pennsylvania
$810K +$29.3K +314 +4%
AF
189
Allworth Financial
California
$799K +$69K +740 +10%
MC
190
Moors & Cabot
Massachusetts
$786K -$18.3K -196 -2%
Bank of New York Mellon
191
Bank of New York Mellon
New York
$783K -$42.5K -455 -5%
CFB
192
Cullen/Frost Bankers
Texas
$776K -$17.4K -187 -2%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$772K -$112K -1,198 -13%
CP
194
Creekside Partners
California
$772K +$1.4K +15 +0.2%
WP
195
Westmount Partners
California
$756K -$18.8K -202 -2%
SF
196
Synovus Financial
Georgia
$753K +$8.3K +89 +1%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$744K +$2.24K +24 +0.3%
KP
198
Keel Point
Alabama
$734K +$111K +1,193 +18%
ALA
199
Atlas Legacy Advisors
California
$731K +$60.8K +652 +9%
M&T Bank
200
M&T Bank
New York
$730K

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.