iShares U.S. Real Estate

IYR • ARCA

iShares U.S. Real Estate is an exchange-traded fund on ARCA. As of Q3 2025, 455 institutional investors hold shares in this ETF, with total holdings valued at $4.1B. BARCLAYS PLC is the largest holder with a position valued at $598.1M.

Overview

Overview of institutional ownership in IYR as of Q3 2025

All Institutions

Institutions: 455
Value Held: $4.1B
Shares Held: 41.7M
Avg Position: $8.9M
Median Position: $498.4K

Hedge Funds

Hedge Funds: 18
Value Held: $101.1M
Shares Held: 1.0M
Avg Position: $5.6M
Median Position: $1.3M

Biggest Investors

Institutions with the largest positions in IYR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BARCLAYS PLC Institution	-	$598.1M 0.22% of portfolio	6.2M shares	≤ Q2 2013 Held for 12y 5m+	$271.65B
W WealthNavi Inc. Institution	-	$514.4M 5.14% of portfolio	5.3M shares	Q1 2019 Held for 6y 8m	$10.0B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$307.7M 0.02% of portfolio	3.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$259.4M 0.04% of portfolio	2.7M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
UBS Group AG Institution	Sergio P. Ermotti CEO	$255.2M 0.05% of portfolio	2.6M shares	Q4 2014 Held for 10y 11m	$511.54B
B BNP PARIBAS ARBITRAGE, SA Institution	-	$238.5M 0.19% of portfolio	2.5M shares	≤ Q2 2013 Held for 12y 5m+	$126.06B
W WOLVERINE TRADING, LLC Institution	-	$161.0M 3.25% of portfolio	1.7M shares	Q2 2016 Held for 9y 5m	$4.9B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$138.4M 0.01% of portfolio	1.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
CITIGROUP INC Institution	Jane Fraser CEO	$132.1M 0.09% of portfolio	1.4M shares	≤ Q2 2013 Held for 12y 5m+	$144.32B
I Ilmarinen Mutual Pension Insurance Co Institution	-	$126.5M 0.95% of portfolio	1.3M shares	Q3 2019 Held for 6y 2m	$13.3B

Net Capital Flow

Institutional buying and selling activity for IYR in Q3 2025

Traded: −$24.0M
Buyers: 184
Sellers: 192
Total Bought: +$747.0M
Total Sold: −$771.0M
Avg Position: $8.1M

Biggest Buyers

Institution	Net Bought	Current Position
BARCLAYS PLC Institution	+$268.8M +2.8M shares	$598.1M 6.2M shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$107.4M +1.1M shares	$238.5M 2.5M shares
UBS Group AG Institution	+$84.9M +874.4K shares	$255.2M 2.6M shares
I Ilmarinen Mutual Pension Insurance Co Institution	+$43.5M +448.0K shares	$126.5M 1.3M shares
W WealthNavi Inc. Institution	+$39.2M +403.6K shares	$514.4M 5.3M shares
W WOLVERINE TRADING, LLC Institution	+$32.7M +338.1K shares	$161.0M 1.7M shares
C CIBC World Markets Inc. Institution	+$28.6M +295.1K shares	$31.0M 319.0K shares
Holocene Advisors, LP Hedge Fund•Long/Short	+$19.7M +202.4K shares	$19.7M 202.4K shares
Jain Global LLC Hedge Fund•Multi-Strategy	+$12.5M +128.8K shares	$12.5M 128.8K shares
D D. E. Shaw & Co., Inc. Institution	+$10.8M +111.1K shares	$10.8M 111.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
MORGAN STANLEY RIA/Wealth	−$179.5M −1.8M shares	$307.7M 3.2M shares
JPMORGAN CHASE & CO Institution	−$84.7M −872.0K shares	$13.9M 142.9K shares
BANK OF AMERICA CORP /DE/ Institution	−$78.7M −811.0K shares	$138.4M 1.4M shares
H HSBC HOLDINGS PLC Institution	−$74.2M −790.4K shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$55.9M −575.4K shares	$259.4M 2.7M shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	−$43.7M −450.0K shares	$29.1M 300.0K shares
CITIGROUP INC Institution	−$43.4M −446.6K shares	$132.1M 1.4M shares
J JANE STREET GROUP, LLC Institution	−$18.5M −190.9K shares	$10.6M 109.5K shares
R ROYAL BANK OF CANADA Institution	−$17.4M −179.3K shares	$55.0M 566.4K shares
L LPL Financial LLC Institution	−$15.0M −154.5K shares	$33.7M 346.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IYR in Q3 2025

New Positions: 20
New Value: $36.5M
Exited Positions: 46
Exited Value: $147.2M

New Positions

Institution	Position Value
Holocene Advisors, LP Hedge Fund•Long/Short	$19.7M 202.4K shares
DDFG, Inc RIA/Wealth	$8.8M 90.4K shares
M M&G Plc Institution	$2.2M 26.2K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	$1.6M 16.1K shares
Tillman Hartley LLC RIA/Wealth	$1.3M 13.0K shares
G Gen-Wealth Partners Inc Institution	$632.0K 6.5K shares
B BLKBRD Asset Management, LP Hedge Fund•Quant	$621.2K 6.4K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$433.0K 4.5K shares
E Exit Wealth Advisors, LLC. RIA/Wealth	$371.1K 3.8K shares
ROCKLAND TRUST CO Private Equity	$288.1K 3.0K shares

Exited Positions

Institution	Previous Position
H HSBC HOLDINGS PLC Institution	$74.2M 790.4K shares
Point72 Europe LLP Digital Asset Manager	$11.9M 125.1K shares
Y Yeomans Consulting Group, Inc. Institution	$11.7M 122.6K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$9.9M 104.6K shares
N NORDEN GROUP LLC Institution	$5.9M 62.5K shares
Aster Capital Management Ltd RIA/Wealth	$5.9M 62.4K shares
USA Financial Portformulas Corp Long Only Manager	$4.2M 44.4K shares
BCJ Capital Management, LLC RIA/Wealth	$4.1M 43.6K shares
IMC-Chicago, LLC RIA/Wealth	$3.3M 34.7K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$2.6M 27.7K shares

Options Activity

Institutions with the largest Call and Put options positions in IYR as of Q3 2025

Call Positions: 20
Call Value: $777.0M
Put Positions: 26
Put Value: $441.0M

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$455.4M 46.9K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$163.9M 16.9K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$47.6M 4.9K contracts
UBS Group AG Institution	$39.9M 4.1K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$11.0M 1.1K contracts
G Greenland Capital Management LP Hedge Fund•Multi-Strategy	$8.7M 900.0 contracts
Frigate Ventures LP RIA/Wealth	$8.0M 819.0 contracts
BANK OF AMERICA CORP /DE/ Institution	$7.8M 800.0 contracts
Centiva Capital, LP Hedge Fund•Multi-Strategy	$6.0M 621.0 contracts
R ROYAL BANK OF CANADA Institution	$5.5M 571.0 contracts

Put Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$98.5M 10.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$93.9M 9.7K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$91.5M 9.4K contracts
Frigate Ventures LP RIA/Wealth	$32.4M 3.3K contracts
GOLDMAN SACHS GROUP INC Institution	$29.1M 3.0K contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$25.2M 2.6K contracts
UBS Group AG Institution	$20.2M 2.1K contracts
BANK OF AMERICA CORP /DE/ Institution	$9.7M 1.0K contracts
W WOLVERINE TRADING, LLC Institution	$7.9M 818.0 contracts
CITIGROUP INC Institution	$7.3M 750.0 contracts

Most Committed Institutions

Institutions with IYR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
W WealthNavi Inc. Institution	-	5.14% $514.4M	5.3M shares	Q1 2019 Held for 6y 8m	$10.0B
W WOLVERINE TRADING, LLC Institution	-	3.25% $161.0M	1.7M shares	Q2 2016 Held for 9y 5m	$4.9B
TCM Advisors, LLC RIA/Wealth	Morris Gordon Nutt Managing Partner	2.80% $3.0M	30.8K shares	Q4 2021 Held for 3y 11m	$106.9M
C CONNABLE OFFICE INC Institution	-	2.65% $28.6M	294.4K shares	Q4 2023 Held for 1y 11m	$1.1B
CarsonAllaria Wealth Management, Ltd. RIA/Wealth	Connie Nmn Mack CCO	2.51% $4.8M	49.6K shares	Q4 2021 Held for 3y 11m	$192.3M
A Allie Family Office LLC Family Office	Bruno Flavio Ghio CEO	2.32% $4.9M	50.4K shares	Q4 2021 Held for 3y 11m	$210.9M
Passaic Partners LLC Hedge Fund•Multi-Strategy	Carl Joshua Silva CIO	2.21% $18.4M	189.3K shares	Q4 2021 Held for 3y 11m	$830.6M
Financial Advisory Corp RIA/Wealth	Paul George Anthes President	2.04% $13.8M	142.6K shares	Q4 2024 Held for 11 months	$679.2M
DDFG, Inc RIA/Wealth	David Patrick Harrington Partner	2.03% $8.8M	90.4K shares	Q3 2025 Held for 2 months	$433.0M
M MAVEN SECURITIES Ltd Private Equity	Stephanie Busuttil Douglass Managing Partner	1.97% $9.7M	99.6K shares	Q2 2021 Held for 4y 5m	$491.3M

Hedge Fund Spotlight

Discover hedge funds investing in IYR

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares U.S. Real Estate

Market Value: $1.5M
Shares Held: 15.0K
Portfolio Weight: 0.00%
Owned Since: 2014-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%