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iShares US Real Estate ETF

515 hedge funds and large institutions have $6.73B invested in iShares US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 166 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

15% more capital invested

Capital invested by funds: $5.86B → $6.73B (+$873M)

11% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 149

4.64% more ownership

Funds ownership: 124.26%128.9% (+4.6%)

3% more funds holding

Funds holding: 501515 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

18% less call options, than puts

Call options by funds: $851M | Put options by funds: $1.04B

Holders
515
Holders Change
+14
Holders Change %
+2.79%
% of All Funds
6.78%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
84
Increased
166
Reduced
149
Closed
62
Calls
$851M
Puts
$1.04B
Net Calls
-$185M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
201
Adell Harriman & Carpenter
Texas
$1.06M -$39.4K -400 -3%
SG Americas Securities
202
SG Americas Securities
New York
$1.04M -$19.5M -197,713 -95%
GI
203
GLOBALT Investments
Georgia
$1.03M -$33.3K -338 -3%
BRWA
204
B. Riley Wealth Advisors
Florida
$1.02M -$2.5M -25,395 -70%
AF
205
Allworth Financial
California
$992K -$148K -1,498 -12%
AI
206
Atria Investments
North Carolina
$985K +$1.04M +10,581 New
GPA
207
Guidance Point Advisors
Massachusetts
$984K -$23.5K -238 -2%
HNB
208
Huntington National Bank
Ohio
$983K
NAM
209
NTV Asset Management
West Virginia
$972K -$66.5K -675 -6%
Bank of New York Mellon
210
Bank of New York Mellon
New York
$969K +$192K +1,946 +23%
NFG
211
Nations Financial Group
Iowa
$963K -$536K -5,437 -34%
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$940K -$8.77K -89 -0.9%
RCAG
213
Rehmann Capital Advisory Group
Michigan
$906K -$4.04K -41 -0.4%
KCAM
214
Kagan Cocozza Asset Management
New Jersey
$896K +$949K +9,626 New
IUHSA
215
Itau Unibanco Holding S.A.
Brazil
$893K -$365K -3,700 -28%
ACA
216
Aptus Capital Advisors
Alabama
$871K +$922K +9,355 New
WANY
217
Wealthspire Advisors (New York)
New York
$858K +$651K +6,601 +253%
HWM
218
HB Wealth Management
Georgia
$853K +$9.86K +100 +1%
ACP
219
Aveo Capital Partners
Colorado
$852K -$561K -5,691 -38%
SIAM
220
Sterling Investment Advisors (Missouri)
Missouri
$839K +$5.13K +52 +0.6%
SF
221
Synovus Financial
Georgia
$805K -$44.9K -456 -5%
SC
222
Scotia Capital
Ontario, Canada
$796K +$18.7K +190 +2%
MWM
223
Modera Wealth Management
New Jersey
$766K -$23.3K -236 -3%
ALA
224
Atlas Legacy Advisors
California
$765K +$810K +8,217 New
Bessemer Group
225
Bessemer Group
New Jersey
$763K +$762K +7,734 +1,660%

IYR Hedge Fund Activity: Q4 2024 in Review

515 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2024, worth a combined $6.73B — up 15% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IYR positions and 62 closed out — a net gain of 22 holders — while 166 added to existing stakes and 149 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $112M. The largest seller was Morgan Stanley, cutting an estimated $259M.

  • 515 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2024, up from 501 in Q3 2024.
  • Funds reported $6.73B of iShares US Real Estate ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 84 funds opened new iShares US Real Estate ETF positions in Q4 2024 and 62 closed out, a net change of +22 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2024 was Goldman Sachs, an estimated $112M added.
  • The largest iShares US Real Estate ETF seller in Q4 2024 was Morgan Stanley, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2024.