We are live on ! Find out more
IYR icon

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
Barclays
1
Barclays
United Kingdom
$1.02B +$947M +9,829,412 +5,922%
Morgan Stanley
2
Morgan Stanley
New York
$605M +$278M +2,882,598 +94%
Goldman Sachs
3
Goldman Sachs
New York
$543M +$394M +4,092,002 +329%
WI
4
WealthNavi Inc
Japan
$447M +$940K +9,759 +0.2%
CWM
5
CIBC World Markets
New York
$370M +$350M +3,629,703 New
Bank of America
6
Bank of America
North Carolina
$325M +$79.2M +822,221 +35%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$263M -$204M -2,114,566 -45%
UBS Group
8
UBS Group
Switzerland
$258M +$174M +1,802,440 +248%
Wolverine Trading
9
Wolverine Trading
Illinois
$118M +$5.24M +54,407 +5%
BlackRock
10
BlackRock
New York
$89.2M -$10.1M -104,478 -11%
Citadel Advisors
11
Citadel Advisors
Florida
$72.9M +$58.8M +610,484 +578%
IMPI
12
Ilmarinen Mutual Pension Insurance
Finland
$68.8M +$1.06M +11,000 +2%
Stifel Financial
13
Stifel Financial
Missouri
$68M -$5.67M -58,891 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$58.5M -$11.5M -119,173 -17%
Twin Tree Management
15
Twin Tree Management
Texas
$57.8M +$54.6M +567,357 New
MD
16
Money Design
Japan
$50M -$2.22M -23,054 -4%
Wells Fargo
17
Wells Fargo
California
$49.8M +$7.56M +78,523 +19%
US Bancorp
18
US Bancorp
Minnesota
$48M -$1.45M -15,020 -3%
Citigroup
19
Citigroup
New York
$42.6M +$9.09M +94,414 +29%
JP Morgan Chase
20
JP Morgan Chase
New York
$42.1M +$23.3M +241,586 +141%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$41.4M -$550K -5,707 -1%
COI
22
Connable Office Inc
Michigan
$41.2M -$47K -488 -0.1%
LPL Financial
23
LPL Financial
California
$41M +$11.1M +115,243 +40%
Capital Fund Management (CFM)
24
Capital Fund Management (CFM)
France
$40.8M -$10.2M -106,200 -21%
PCH
25
PGIM Custom Harvest
New Jersey
$39.9M -$30K -311 -0.1%

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.