iShares US Real Estate ETF
471 hedge funds and large institutions have $4.67B invested in iShares US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 154 increasing their positions, 160 reducing their positions, and 80 closing their positions.
9% more call options, than puts
Call options by funds: $642M | Put options by funds: $590M
4% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 160
4.11% less ownership
Funds ownership: 113.14% → 109.03% (-4.1%)
8% less funds holding
Funds holding: 514 → 471 (-43)
8% less capital invested
Capital invested by funds: $5.1B → $4.67B (-$428M)
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
49% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$73.4M |
| 2 |
Morgan Stanley
New York
|
+$69.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$66.7M |
| 4 |
Barclays
London,
United Kingdom
|
+$62.4M |
| 5 |
BAM
Bayview Asset Management
Coral Gables,
Florida
|
+$53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$199M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$155M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$112M |
| 4 |
Twin Tree Management
Dallas,
Texas
|
-$53M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$45.4M |
IYR Hedge Fund Activity: Q1 2024 in Review
471 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2024, worth a combined $4.67B — down 8.4% from $5.1B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of IYR and 41 opened new positions — a net loss of 39 holders — while 160 trimmed existing stakes and 154 added.
The largest buyer was HSBC Holdings, adding an estimated $73.4M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $199M.
- 471 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2024, down from 514 in Q4 2023.
- Funds reported $4.67B of iShares US Real Estate ETF stock for Q1 2024, down 8.4% quarter-over-quarter.
- 41 funds opened new iShares US Real Estate ETF positions in Q1 2024 and 80 closed out, a net change of -39 holders.
- The largest iShares US Real Estate ETF buyer in Q1 2024 was HSBC Holdings, an estimated $73.4M added.
- The largest iShares US Real Estate ETF seller in Q1 2024 was BNP Paribas Financial Markets, an estimated $199M sold.
Based on aggregated 13F filings for Q1 2024.