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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
CCFM
201
Clear Creek Financial Management
Washington
$716K -$14.1M -148,088 -95%
AF
202
Allworth Financial
California
$711K -$272K -2,860 -27%
GFWA
203
Grey Fox Wealth Advisors
Delaware
$685K +$76K +799 +13%
BWG
204
Balanced Wealth Group
Ohio
$679K +$2.57K +27 +0.4%
CAM
205
Covenant Asset Management
New Jersey
$677K -$10.9K -115 -2%
Deutsche Bank
206
Deutsche Bank
Germany
$669K
ALA
207
Atlas Legacy Advisors
California
$669K -$110K -1,153 -14%
SIS
208
Sound Income Strategies
Florida
$669K +$13.9K +146 +2%
EWP
209
Elevation Wealth Partners
California
$653K
DCM
210
Dimension Capital Management
Florida
$632K -$3.23K -34 -0.5%
KP
211
Keel Point
Alabama
$627K +$4.09K +43 +0.7%
CMP
212
Courage Miller Partners
Virginia
$622K +$8.18K +86 +1%
MGIA
213
Moneta Group Investment Advisors
Missouri
$615K +$17.2K +181 +3%
AllianceBernstein
214
AllianceBernstein
Tennessee
$611K +$109K +1,149 +22%
BCI
215
Brinker Capital Investments
Pennsylvania
$601K +$164K +1,726 +38%
OPS
216
Orion Portfolio Solutions
Nebraska
$601K +$164K +1,726 +38%
WIM
217
Waycross Investment Management
Washington
$600K +$70.4K +740 +13%
WPW
218
Waldron Private Wealth
Pennsylvania
$598K
CFD
219
Creative Financial Designs
Indiana
$591K +$168K +1,767 +40%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$582K +$384K +4,036 +191%
JWCA
221
J.W. Cole Advisors
Florida
$581K +$306K +3,215 +113%
BA
222
Bristlecone Advisors
Washington
$575K -$44.2K -465 -7%
ASN
223
Advisory Services Network
Georgia
$572K -$5.71K -60 -1%
GAM
224
Gould Asset Management
California
$572K
RIA
225
Regal Investment Advisors
Michigan
$570K -$5.33K -56 -0.9%

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.