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Institutional Ownership · SEC Form 13F

Who owns iShares U.S. Real Estate ETF (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-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

470
Institutional holders
43M
Shares held (tracked funds)

How the tape is positioned

110 tracked funds added or opened IYR while 48 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BARCLAYS PLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 470 tracked filers holding IYR, 194 increased or opened the position and 205 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 2026-Q1 and 2026-Q2 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 25

  • SBI Okasan Asset Management Co.Ltd.$106M
  • D. E. Shaw & Co., Inc.$79M
  • Sumitomo Mitsui DS Asset Management Company, Ltd$56M
  • RENAISSANCE TECHNOLOGIES LLC$31M
  • Point72 Asset Management, L.P.$28M
  • Jump Financial, LLC$21M

Full exits 24

  • WealthNavi Inc.$568M
  • Ilmarinen Mutual Pension Insurance Co$153M
  • TWO SIGMA INVESTMENTS, LP$93M
  • SG Americas Securities, LLC$38M
  • FUKOKU MUTUAL LIFE INSURANCE Co$23M
  • Virtu Financial LLC$6M

Largest adds

  • BANK OF AMERICA CORP /DE/$305M
  • BNP PARIBAS FINANCIAL MARKETS$212M
  • BARCLAYS PLC$180M
  • GOLDMAN SACHS GROUP INC$97M
  • UBS Group AG$83M
  • JPMORGAN CHASE & CO$48M

Largest trims

  • CITIGROUP INC$84M
  • PRICE T ROWE ASSOCIATES INC /MD/$78M
  • CIBC Bancorp USA Inc.$32M
  • CITADEL ADVISORS LLC$15M
  • MERCER GLOBAL ADVISORS INC /ADV$15M
  • Jefferies Financial Group Inc.$6M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BARCLAYS PLC added5,826,506$596M14.3%2026-Q2
BANK OF AMERICA CORP /DE/ added4,173,544$427M10.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added3,742,959$383M9.2%2026-Q2
MORGAN STANLEY trimmed3,663,791$375M9.0%2026-Q2
GOLDMAN SACHS GROUP INC added2,465,238$252M6.1%2026-Q2
CIBC Bancorp USA Inc. trimmed2,429,779$248M6.0%2026-Q2
UBS Group AG added2,100,575$215M5.2%2026-Q2
SBI Okasan Asset Management Co.Ltd. new1,018,210$106M2.5%2026-Q2
JPMORGAN CHASE & CO added853,298$89M2.1%2026-Q2
STIFEL FINANCIAL CORP trimmed845,769$86M2.1%2026-Q2
D. E. Shaw & Co., Inc. added774,811$79M1.9%2026-Q2
CIBC WORLD MARKET INC. added697,120$71M1.7%2026-Q2
ROYAL BANK OF CANADA added670,932$69M1.6%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed646,093$66M1.6%2026-Q2
WELLS FARGO & COMPANY/MN added596,713$61M1.5%2026-Q2
BlackRock, Inc. trimmed582,279$60M1.4%2026-Q2
Sumitomo Mitsui DS Asset Management Company, Ltd new545,813$56M1.3%2026-Q2
LPL Financial LLC added372,387$38M0.9%2026-Q2
PNC Financial Services Group, Inc. trimmed370,538$38M0.9%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added367,472$38M0.9%2026-Q2
US BANCORP \DE\ trimmed351,114$36M0.9%2026-Q2
MILLENNIUM MANAGEMENT LLC added338,747$35M0.8%2026-Q2
CONNABLE OFFICE INC added309,294$32M0.8%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added307,400$31M0.8%2026-Q2
Point72 Asset Management, L.P. added271,407$28M0.7%2026-Q2
AMERIPRISE FINANCIAL INC added264,097$27M0.6%2026-Q2
Pathstone Holdings, LLC trimmed228,908$23M0.6%2026-Q2
Jump Financial, LLC added208,978$21M0.5%2026-Q2
Global Endowment Management, LP204,000$21M0.5%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed198,812$20M0.5%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed187,913$19M0.5%2026-Q2
Passaic Partners LLC added186,130$19M0.5%2026-Q2
Magnus Financial Group LLC added181,876$19M0.4%2026-Q2
Sand Hill Global Advisors, LLC trimmed180,587$18M0.4%2026-Q2
DDFG, Inc added177,778$18M0.4%2026-Q2
Qube Research & Technologies Ltd added170,793$17M0.4%2026-Q2
Financial Advisory Corp added152,940$16M0.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added139,576$14M0.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added138,224$14M0.3%2026-Q2
CITIGROUP INC trimmed137,953$14M0.3%2026-Q2
Walleye Capital LLC trimmed133,801$14M0.3%2026-Q2
CITADEL ADVISORS LLC trimmed131,632$13M0.3%2026-Q2
Focus Partners Wealth added123,514$13M0.3%2026-Q2
SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed118,215$12M0.3%2026-Q2
MARSHALL WACE, LLP added116,051$12M0.3%2026-Q2
Mariner, LLC trimmed110,655$11M0.3%2026-Q2
Rockefeller Capital Management L.P. trimmed107,391$11M0.3%2026-Q2
MML INVESTORS SERVICES, LLC added100,725$10M0.2%2026-Q2
Cetera Investment Advisers added99,596$10M0.2%2026-Q2
Cerity Partners LLC added96,851$10M0.2%2026-Q2
GTS SECURITIES LLC added94,398$10M0.2%2026-Q2
UNIQUE WEALTH, LLC added91,942$9M0.2%2026-Q2
Modern Wealth Management, LLC added91,203$9M0.2%2026-Q2
Maven Securities LTD trimmed87,377$9M0.2%2026-Q2
PGIM Custom Harvest LLC added81,215$8M0.2%2026-Q2
J. Goldman & Co LP added68,297$7M0.2%2026-Q2
BANK OF NOVA SCOTIA added66,168$7M0.2%2026-Q2
Matthew Goff Investment Advisor, LLC trimmed65,266$7M0.2%2026-Q2
COURIER CAPITAL LLC added63,916$7M0.2%2026-Q2
SCS Capital Management LLC63,244$6M0.2%2026-Q2
ADAMS DIVERSIFIED EQUITY FUND, INC. new62,900$6M0.2%2026-Q2
Aster Capital Management (DIFC) Ltd added62,422$6M0.1%2026-Q2
Omega Financial Group, LLC trimmed62,307$6M0.2%2026-Q2
CONSOLIDATED CAPITAL MANAGEMENT, LLC added60,279$6M0.1%2026-Q2
CarsonAllaria Wealth Management, Ltd. added55,886$6M0.1%2026-Q2
TRUIST FINANCIAL CORP added54,631$6M0.1%2026-Q2
ARKANSAS FINANCIAL GROUP, INC. trimmed52,304$5M0.1%2026-Q2
OSAIC HOLDINGS, INC. added52,198$5M0.1%2026-Q2
Allie Family Office LLC added50,463$5M0.1%2026-Q2
Waverly Advisors, LLC added49,766$5M0.1%2026-Q2
MISSION WEALTH MANAGEMENT, LP trimmed48,786$5M0.1%2026-Q2
Naviter Wealth, LLC added42,882$4M0.1%2026-Q2
Quarry LP added42,258$4M0.1%2026-Q2
ABSOLUTE INVESTMENT ADVISERS, LLC new42,258$4M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed40,588$4M0.1%2026-Q2
BANK OF MONTREAL /CAN/ trimmed40,181$4M0.1%2026-Q2
REBALANCE, LLC trimmed39,584$4M0.1%2026-Q2
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added39,447$4M0.1%2026-Q2
Rodgers & Associates, LTD trimmed39,276$4M0.1%2026-Q2
Quadrature Capital Ltd trimmed39,119$4M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC added37,977$4M0.1%2026-Q2
Pictet North America Advisors SA37,434$4M0.1%2026-Q2
FORTE ASSET MANAGEMENT LLC added37,111$4M0.1%2026-Q2
Fairway Wealth LLC added36,285$4M0.1%2026-Q2
SHEETS SMITH WEALTH MANAGEMENT36,000$4M0.1%2026-Q2
NorthCoast Asset Management LLC trimmed35,975$4M0.1%2026-Q2
TWO SIGMA SECURITIES, LLC added35,503$4M0.1%2026-Q2
Allegheny Financial Group trimmed35,490$4M0.1%2026-Q2
Stamos Capital Partners, L.P. trimmed34,953$4M0.1%2026-Q2
Whitegate Investment Counselors, Inc. added34,948$4M0.1%2026-Q2
Corient Private Wealth LP trimmed34,122$3M0.1%2026-Q2
STEPHENS INC /AR/ trimmed34,107$3M0.1%2026-Q2
Checchi Capital Advisers, LLC trimmed33,673$3M0.1%2026-Q2
AXXCESS WEALTH MANAGEMENT, LLC added32,390$3M0.1%2026-Q2
JMAC ENTERPRISES LLC added32,124$3M0.1%2026-Q2
SAGE RHINO CAPITAL LLC added32,037$3M0.1%2026-Q2
Mirae Asset Global Investments Co., Ltd. trimmed30,967$3M0.1%2026-Q2
SBI Securities Co., Ltd. added28,914$3M0.1%2026-Q2
JFS WEALTH ADVISORS, LLC trimmed28,518$3M0.1%2026-Q2
Rakuten Investment Management, Inc. trimmed27,536$3M0.1%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership