Who owns IYR (IYR)
Which tracked institutional funds hold IYR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
78 tracked funds added or opened IYR while 61 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IYR’s largest tracked holder by dollar value, WealthNavi Inc., sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 4.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IYR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 458 tracked filers holding IYR, 201 increased or opened the position and 195 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IYR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 21
- CIBC Bancorp USA Inc.$281M
- Passaic Partners LLC$17M
- Jefferies Financial Group Inc.$7M
- Virtu Financial LLC$6M
- Walleye Trading LLC$6M
- MYDA Advisors LLC$5M
Full exits 27
- CIBC WORLD MARKETS CORP$323M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$28M
- D. E. Shaw & Co., Inc.$17M
- Matthew Goff Investment Advisor, LLC$6M
- RENAISSANCE TECHNOLOGIES LLC$6M
- Jump Financial, LLC$4M
Largest adds
- MORGAN STANLEY$109M
- GOLDMAN SACHS GROUP INC$42M
- Ilmarinen Mutual Pension Insurance Co$41M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$30M
- JPMORGAN CHASE & CO$27M
- STIFEL FINANCIAL CORP$21M
Largest trims
- HSBC HOLDINGS PLC$400M
- BARCLAYS PLC$172M
- PRICE T ROWE ASSOCIATES INC /MD/$133M
- CITIGROUP INC$86M
- TWO SIGMA INVESTMENTS, LP$68M
- JANE STREET GROUP, LLC$35M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WealthNavi Inc. added | 6,010,249 | $568M | 12.6% | 2026-Q1 |
| BARCLAYS PLC trimmed | 4,400,498 | $416M | 9.3% | 2026-Q1 |
| MORGAN STANLEY added | 3,818,731 | $361M | 8.0% | 2026-Q1 |
| CIBC Bancorp USA Inc. trimmed | 2,969,658 | $281M | 6.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,806,917 | $171M | 3.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,640,604 | $155M | 3.5% | 2026-Q1 |
| Ilmarinen Mutual Pension Insurance Co added | 1,620,907 | $153M | 3.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,518,964 | $144M | 3.2% | 2026-Q1 |
| UBS Group AG trimmed | 1,390,705 | $132M | 2.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,292,491 | $122M | 2.7% | 2026-Q1 |
| CITIGROUP INC trimmed | 1,039,021 | $98M | 2.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 984,203 | $93M | 2.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 955,520 | $90M | 2.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 638,133 | $60M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 624,983 | $59M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 453,346 | $43M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 436,650 | $41M | 0.9% | 2026-Q1 |
| SG Americas Securities, LLC added | 403,457 | $38M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 371,109 | $35M | 0.8% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 362,136 | $34M | 0.8% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 360,425 | $34M | 0.8% | 2026-Q1 |
| LPL Financial LLC added | 359,939 | $34M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 349,531 | $33M | 0.7% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 327,767 | $31M | 0.7% | 2026-Q1 |
| CONNABLE OFFICE INC added | 307,253 | $29M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 300,815 | $28M | 0.6% | 2026-Q1 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 243,000 | $23M | 0.5% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 233,799 | $22M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 206,361 | $20M | 0.4% | 2026-Q1 |
| Global Endowment Management, LP added | 204,000 | $19M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 202,426 | $19M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 186,033 | $18M | 0.4% | 2026-Q1 |
| Sand Hill Global Advisors, LLC added | 185,028 | $17M | 0.4% | 2026-Q1 |
| Passaic Partners LLC trimmed | 183,304 | $17M | 0.4% | 2026-Q1 |
| Walleye Capital LLC added | 180,000 | $17M | 0.4% | 2026-Q1 |
| Magnus Financial Group LLC added | 175,501 | $17M | 0.4% | 2026-Q1 |
| Financial Advisory Corp added | 150,315 | $14M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 136,630 | $13M | 0.3% | 2026-Q1 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 126,057 | $12M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 120,362 | $11M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 113,052 | $11M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 112,868 | $11M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 103,438 | $10M | 0.2% | 2026-Q1 |
| Maven Securities LTD added | 102,668 | $10M | 0.2% | 2026-Q1 |
| DDFG, Inc added | 99,025 | $9M | 0.2% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 91,537 | $9M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 90,680 | $9M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 81,813 | $8M | 0.2% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 80,699 | $8M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 79,461 | $8M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 70,999 | $7M | 0.1% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 69,995 | $7M | 0.1% | 2026-Q1 |
| Virtu Financial LLC added | 68,217 | $6M | 0.1% | 2026-Q1 |
| Walleye Trading LLC added | 66,609 | $6M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 66,211 | $6M | 0.1% | 2026-Q1 |
| Omega Financial Group, LLC trimmed | 63,587 | $6M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 63,336 | $6M | 0.1% | 2026-Q1 |
| SCS Capital Management LLC | 63,244 | $6M | 0.1% | 2026-Q1 |
| COURIER CAPITAL LLC added | 60,775 | $6M | 0.1% | 2026-Q1 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC added | 59,565 | $6M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 57,907 | $5M | 0.1% | 2026-Q1 |
| Rakuten Investment Management, Inc. added | 55,072 | $5M | 0.1% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 53,063 | $5M | 0.1% | 2026-Q1 |
| CarsonAllaria Wealth Management, Ltd. added | 54,104 | $5M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 51,861 | $5M | 0.1% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 51,315 | $5M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 50,041 | $5M | 0.1% | 2026-Q1 |
| Allie Family Office LLC trimmed | 49,873 | $5M | 0.1% | 2026-Q1 |
| MYDA Advisors LLC trimmed | 48,000 | $5M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 47,576 | $4M | 0.1% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 45,960 | $4M | 0.1% | 2026-Q1 |
| REBALANCE, LLC added | 45,935 | $4M | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC added | 45,041 | $4M | 0.1% | 2026-Q1 |
| J. Goldman & Co LP trimmed | 44,297 | $4M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 43,210 | $4M | 0.1% | 2026-Q1 |
| Rodgers & Associates, LTD added | 41,134 | $4M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 40,950 | $4M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 40,158 | $4M | 0.1% | 2026-Q1 |
| Stamos Capital Partners, L.P. added | 38,300 | $4M | 0.1% | 2026-Q1 |
| CIBC WORLD MARKETS CORP trimmed | 3,437,596 | $323M | 7.2% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC added | 1,665,815 | $161M | 3.6% | 2025-Q3 stale |
| Money Design Co.,Ltd. added | 553,275 | $52M | 1.2% | 2025-Q2 stale |
| Quadrature Capital Ltd added | 407,150 | $39M | 0.9% | 2025-Q1 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 300,000 | $28M | 0.6% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 180,647 | $17M | 0.4% | 2025-Q4 stale |
| Jain Global LLC trimmed | 128,767 | $13M | 0.3% | 2025-Q3 stale |
| Point72 Europe (London) LLP new | 125,112 | $12M | 0.3% | 2025-Q2 stale |
| Yeomans Consulting Group, Inc. added | 122,620 | $12M | 0.3% | 2025-Q2 stale |
| Squarepoint Ops LLC trimmed | 104,623 | $10M | 0.2% | 2025-Q2 stale |
| Jacobi Capital Management LLC added | 101,814 | $10M | 0.2% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC added | 98,299 | $10M | 0.2% | 2025-Q3 stale |
| Kensington Asset Management, LLC new | 81,873 | $8M | 0.2% | 2025-Q1 stale |
| Matthew Goff Investment Advisor, LLC trimmed | 68,864 | $6M | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 63,800 | $6M | 0.1% | 2025-Q4 stale |
| NORDEN GROUP LLC trimmed | 62,517 | $6M | 0.1% | 2025-Q2 stale |
| Brevan Howard Capital Management LP added | 44,148 | $4M | 0.1% | 2025-Q1 stale |
| USA FINANCIAL FORMULAS added | 44,386 | $4M | 0.1% | 2025-Q2 stale |
| FOX RUN MANAGEMENT, L.L.C. trimmed | 40,100 | $4M | 0.1% | 2025-Q3 stale |
| Jump Financial, LLC trimmed | 41,005 | $4M | 0.1% | 2025-Q4 stale |
| Running Point Capital Advisors, LLC trimmed | 39,223 | $4M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.