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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BARCLAYS PLC added | 5,826,506 | $596M | 14.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,173,544 | $427M | 10.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,742,959 | $383M | 9.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,663,791 | $375M | 9.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,465,238 | $252M | 6.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 2,429,779 | $248M | 6.0% | 2026-Q2 |
| UBS Group AG added | 2,100,575 | $215M | 5.2% | 2026-Q2 |
| SBI Okasan Asset Management Co.Ltd. new | 1,018,210 | $106M | 2.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 853,298 | $89M | 2.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 845,769 | $86M | 2.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 774,811 | $79M | 1.9% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 697,120 | $71M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 670,932 | $69M | 1.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 646,093 | $66M | 1.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 596,713 | $61M | 1.5% | 2026-Q2 |
| BlackRock, Inc. trimmed | 582,279 | $60M | 1.4% | 2026-Q2 |
| Sumitomo Mitsui DS Asset Management Company, Ltd new | 545,813 | $56M | 1.3% | 2026-Q2 |
| LPL Financial LLC added | 372,387 | $38M | 0.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 370,538 | $38M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 367,472 | $38M | 0.9% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 351,114 | $36M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 338,747 | $35M | 0.8% | 2026-Q2 |
| CONNABLE OFFICE INC added | 309,294 | $32M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 307,400 | $31M | 0.8% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 271,407 | $28M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 264,097 | $27M | 0.6% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 228,908 | $23M | 0.6% | 2026-Q2 |
| Jump Financial, LLC added | 208,978 | $21M | 0.5% | 2026-Q2 |
| Global Endowment Management, LP | 204,000 | $21M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 198,812 | $20M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 187,913 | $19M | 0.5% | 2026-Q2 |
| Passaic Partners LLC added | 186,130 | $19M | 0.5% | 2026-Q2 |
| Magnus Financial Group LLC added | 181,876 | $19M | 0.4% | 2026-Q2 |
| Sand Hill Global Advisors, LLC trimmed | 180,587 | $18M | 0.4% | 2026-Q2 |
| DDFG, Inc added | 177,778 | $18M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 170,793 | $17M | 0.4% | 2026-Q2 |
| Financial Advisory Corp added | 152,940 | $16M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 139,576 | $14M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 138,224 | $14M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 137,953 | $14M | 0.3% | 2026-Q2 |
| Walleye Capital LLC trimmed | 133,801 | $14M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 131,632 | $13M | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 123,514 | $13M | 0.3% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 118,215 | $12M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 116,051 | $12M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 110,655 | $11M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 107,391 | $11M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 100,725 | $10M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 99,596 | $10M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 96,851 | $10M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 94,398 | $10M | 0.2% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 91,942 | $9M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 91,203 | $9M | 0.2% | 2026-Q2 |
| Maven Securities LTD trimmed | 87,377 | $9M | 0.2% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 81,215 | $8M | 0.2% | 2026-Q2 |
| J. Goldman & Co LP added | 68,297 | $7M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 66,168 | $7M | 0.2% | 2026-Q2 |
| Matthew Goff Investment Advisor, LLC trimmed | 65,266 | $7M | 0.2% | 2026-Q2 |
| COURIER CAPITAL LLC added | 63,916 | $7M | 0.2% | 2026-Q2 |
| SCS Capital Management LLC | 63,244 | $6M | 0.2% | 2026-Q2 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. new | 62,900 | $6M | 0.2% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd added | 62,422 | $6M | 0.1% | 2026-Q2 |
| Omega Financial Group, LLC trimmed | 62,307 | $6M | 0.2% | 2026-Q2 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC added | 60,279 | $6M | 0.1% | 2026-Q2 |
| CarsonAllaria Wealth Management, Ltd. added | 55,886 | $6M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 54,631 | $6M | 0.1% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 52,304 | $5M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 52,198 | $5M | 0.1% | 2026-Q2 |
| Allie Family Office LLC added | 50,463 | $5M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 49,766 | $5M | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 48,786 | $5M | 0.1% | 2026-Q2 |
| Naviter Wealth, LLC added | 42,882 | $4M | 0.1% | 2026-Q2 |
| Quarry LP added | 42,258 | $4M | 0.1% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 42,258 | $4M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 40,588 | $4M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 40,181 | $4M | 0.1% | 2026-Q2 |
| REBALANCE, LLC trimmed | 39,584 | $4M | 0.1% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 39,447 | $4M | 0.1% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 39,276 | $4M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 39,119 | $4M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 37,977 | $4M | 0.1% | 2026-Q2 |
| Pictet North America Advisors SA | 37,434 | $4M | 0.1% | 2026-Q2 |
| FORTE ASSET MANAGEMENT LLC added | 37,111 | $4M | 0.1% | 2026-Q2 |
| Fairway Wealth LLC added | 36,285 | $4M | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT | 36,000 | $4M | 0.1% | 2026-Q2 |
| NorthCoast Asset Management LLC trimmed | 35,975 | $4M | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 35,503 | $4M | 0.1% | 2026-Q2 |
| Allegheny Financial Group trimmed | 35,490 | $4M | 0.1% | 2026-Q2 |
| Stamos Capital Partners, L.P. trimmed | 34,953 | $4M | 0.1% | 2026-Q2 |
| Whitegate Investment Counselors, Inc. added | 34,948 | $4M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 34,122 | $3M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 34,107 | $3M | 0.1% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 33,673 | $3M | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 32,390 | $3M | 0.1% | 2026-Q2 |
| JMAC ENTERPRISES LLC added | 32,124 | $3M | 0.1% | 2026-Q2 |
| SAGE RHINO CAPITAL LLC added | 32,037 | $3M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 30,967 | $3M | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 28,914 | $3M | 0.1% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC trimmed | 28,518 | $3M | 0.1% | 2026-Q2 |
| Rakuten Investment Management, Inc. trimmed | 27,536 | $3M | 0.1% | 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.
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.