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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
SF
201
Synovus Financial
Georgia
$927K -$17.4K -181 -2%
HWM
202
HB Wealth Management
Georgia
$924K +$47.2K +490 +6%
SIAM
203
Sterling Investment Advisors (Missouri)
Missouri
$914K -$62.9K -653 -7%
Nomura Asset Management
204
Nomura Asset Management
Japan
$896K +$366K +3,800 +76%
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$881K +$5.3K +55 +0.6%
MWM
206
Modera Wealth Management
New Jersey
$863K -$4.82K -50 -0.6%
Bank of New York Mellon
207
Bank of New York Mellon
New York
$862K -$791K -8,213 -49%
OFG
208
Omega Financial Group
California
$852K -$14.2M -147,890 -95%
SC
209
Scotia Capital
Ontario, Canada
$852K +$48.9K +508 +6%
M&T Bank
210
M&T Bank
New York
$830K +$96.4K +1,001 +14%
CP
211
Creekside Partners
California
$824K +$2.02K +21 +0.3%
E
212
ETFidea
New York
$821K -$17K -176 -2%
CTFG
213
Capstone Triton Financial Group
Oklahoma
$821K -$3.95K -41 -0.5%
1832 Asset Management
214
1832 Asset Management
Ontario, Canada
$813K +$158K +1,640 +26%
TI
215
Trexquant Investment
Connecticut
$801K +$520K +5,397 +219%
CFB
216
Cullen/Frost Bankers
Texas
$787K -$1.16K -12 -0.2%
MC
217
Moors & Cabot
Massachusetts
$777K +$6.93K +72 +1%
WP
218
Westmount Partners
California
$767K -$7.13K -74 -1%
DFA
219
Davies Financial Advisors
California
$745K -$34.8K -361 -5%
CAM
220
Covenant Asset Management
New Jersey
$737K
BWG
221
Balanced Wealth Group
Ohio
$714K +$4.62K +48 +0.7%
Deutsche Bank
222
Deutsche Bank
Germany
$712K
WA
223
WESPAC Advisors
California
$710K +$672K +6,972 New
FIA
224
Foundations Investment Advisors
Arizona
$701K +$663K +6,879 New
EWP
225
Elevation Wealth Partners
California
$695K

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.