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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.29B +$983K +9,976 +258%
Barclays
2
Barclays
United Kingdom
$741M -$200M -2,031,847 -20%
Goldman Sachs
3
Goldman Sachs
New York
$602M +$112M +1,134,766 +21%
WI
4
WealthNavi Inc
Japan
$415M +$6.71M +68,048 +2%
CWM
5
CIBC World Markets
New York
$373M +$37.7M +382,943 +11%
Bank of America
6
Bank of America
North Carolina
$364M +$71.3M +723,153 +23%
Morgan Stanley
7
Morgan Stanley
New York
$308M -$259M -2,626,749 -44%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$182M -$61.4M -622,539 -24%
UBS Group
9
UBS Group
Switzerland
$175M -$63.4M -643,593 -25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$105M +$54.5M +552,868 +96%
Wolverine Trading
11
Wolverine Trading
Illinois
$97.5M -$10.4M -105,869 -9%
IMPI
12
Ilmarinen Mutual Pension Insurance
Finland
$89.1M +$27.8M +282,050 +42%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$88.4M +$93.6M +950,000 New
Squarepoint
14
Squarepoint
New York
$84.4M +$65.2M +661,268 +269%
UFF
15
USA Financial Formulas
Michigan
$74.6M +$79M +801,813 New
Stifel Financial
16
Stifel Financial
Missouri
$72.7M +$11.1M +112,991 +17%
MWM
17
Modern Wealth Management
Kansas
$65.5M +$66.8M +677,715 +2,555%
Wells Fargo
18
Wells Fargo
California
$63.1M +$18.7M +189,483 +39%
BlackRock
19
BlackRock
New York
$61.9M -$20.7M -210,378 -24%
JP Morgan Chase
20
JP Morgan Chase
New York
$52.9M +$15.2M +154,705 +37%
MD
21
Money Design
Japan
$48.5M +$3.4M +34,505 +7%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$46.5M +$49.3M +500,000 New
US Bancorp
23
US Bancorp
Minnesota
$42.6M -$1.39M -14,073 -3%
Ameriprise
24
Ameriprise
Minnesota
$41.9M +$20.5M +207,727 +86%
LPL Financial
25
LPL Financial
California
$41.2M +$3.95M +40,044 +10%

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.