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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
HWM
201
HB Wealth Management
Georgia
$701K -$167K -1,790 -19%
DS
202
DRW Securities
Illinois
$686K -$98.4K -1,055 -13%
BWG
203
Balanced Wealth Group
Ohio
$676K +$3.45K +37 +0.5%
QT
204
Quantbot Technologies
New York
$673K -$1.65M -17,729 -71%
SIM
205
SSI Investment Management
California
$668K -$262K -2,803 -28%
Deutsche Bank
206
Deutsche Bank
Germany
$662K
Jones Financial Companies
207
Jones Financial Companies
Missouri
$660K +$81K +868 +14%
MWM
208
Modera Wealth Management
New Jersey
$658K -$70.3K -753 -10%
NL
209
NWAM LLC
Washington
$655K +$645K +6,912 New
CMP
210
Courage Miller Partners
Virginia
$651K +$34.8K +373 +6%
CAM
211
Covenant Asset Management
New Jersey
$650K -$19.6K -210 -3%
MGIA
212
Moneta Group Investment Advisors
Missouri
$648K +$38.6K +414 +6%
EWP
213
Elevation Wealth Partners
California
$646K
PFS
214
Prospera Financial Services
Texas
$643K +$78.8K +845 +14%
DCM
215
Dimension Capital Management
Florida
$625K
PFA
216
Pure Financial Advisors
California
$622K +$394K +4,228 +181%
AAS
217
Ameritas Advisory Services
Nebraska
$619K +$46K +493 +8%
BCI
218
Brinker Capital Investments
Pennsylvania
$599K +$4.48K +48 +0.8%
JWCA
219
J.W. Cole Advisors
Florida
$595K +$19.8K +212 +3%
WIM
220
Waycross Investment Management
Washington
$594K
WPW
221
Waldron Private Wealth
Pennsylvania
$592K
Bank of Nova Scotia
222
Bank of Nova Scotia
Ontario, Canada
$592K +$583K +6,246 New
CFD
223
Creative Financial Designs
Indiana
$587K +$2.24K +24 +0.4%
PFPT
224
Pinnacle Financial Partners (Tennessee)
Tennessee
$578K +$1.68K +18 +0.3%
CFP
225
Cypress Financial Planning
New Jersey
$576K +$203K +2,179 +56%

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.