443 tracked 13F filers disclose a position in IYR as of the latest SEC 13F filings, a combined $3.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BARCLAYS PLC | $416.1M | 4.4M | ▼−30% Reduced · −1.9M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $361.1M | 3.8M | ▲+42% Added · +1.1M sh | Q1 2026 | |
| 3 | CIBC Bancorp USA Inc. | $280.8M | 3.0M | ▼−19% Reduced · −692K sh | Q1 2026 | |
| 4 | BNP PARIBAS FINANCIAL MARKETS | $170.9M | 1.8M | ▼−15% Reduced · −319K sh | Q1 2026 | |
| 5 | Gallagher Fiduciary Advisors, LLC | Withheld | 1.7M | ▲95× Added · +1.7M sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $155.1M | 1.6M | ▲+37% Added · +440K sh | Q1 2026 | |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $143.6M | 1.5M | ▼−48% Reduced · −1.4M sh | Q1 2026 | |
| 8 | UBS Group AG | $131.5M | 1.4M | ▼−18% Reduced · −304K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $122.2M | 1.3M | ▲+13% Added · +146K sh | Q1 2026 | |
| 10 | CITIGROUP INC | $98.2M | 1.0M | ▼−47% Reduced · −919K sh | Q1 2026 | |
| 11 | SBI Okasan Asset Management Co.Ltd. | $106.0M | 1.0M | ▲New +1.0M sh | Q2 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $93.1M | 984K | ▼−43% Reduced · −729K sh | Q1 2026 | |
| 13 | STIFEL FINANCIAL CORP | $90.4M | 956K | ▲+30% Added · +221K sh | Q1 2026 | |
| 14 | BlackRock, Inc. | $60.3M | 638K | ▼−0.1% Reduced · −322 sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $59.1M | 625K | ▲+1.1% Added · +7K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $42.9M | 453K | ▼−27% Reduced · −171K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $40.6M | 437K | ▲+203% Added · +293K sh | Q1 2026 | |
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | $35.1M | 371K | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 19 | US BANCORP \DE\ | $34.2M | 362K | ▼−4.6% Reduced · −17K sh | Q1 2026 | |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $34.1M | 360K | ▼−3.5% Reduced · −13K sh | Q1 2026 | |
| 21 | LPL Financial LLC | $34.0M | 360K | ▲+5.6% Added · +19K sh | Q1 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $33.1M | 350K | ▲+7.2% Added · +24K sh | Q1 2026 | |
| 23 | CIBC WORLD MARKET INC. | $31.0M | 328K | ▲+33% Added · +81K sh | Q1 2026 | |
| 24 | CONNABLE OFFICE INC | $31.6M | 309K | ▲+0.7% Added · +2K sh | Q2 2026 | |
| 25 | CITADEL ADVISORS LLC | $28.4M | 301K | ▼−39% Reduced · −191K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in IYR and 27 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 250 funds | $148.2B |
| MICROSOFT CORPMSFT | 249 funds | $134.6B |
| NVIDIA CORPNVDA | 247 funds | $190.3B |
| AMAZON.COM INCAMZN | 246 funds | $96.9B |
| ALPHABET INC-CL AGOOGL | 241 funds | $73.9B |
| JPMORGAN CHASE & COJPM | 240 funds | $32.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 235 funds | $19.2B |
| META PLATFORMS INC-CLASS AMETA | 234 funds | $56.0B |
| ALPHABET INC-CL CGOOG | 232 funds | $61.9B |
| ISHARES CORE S&P 500 ETFIVV | 232 funds | $58.2B |
| JOHNSON & JOHNSONJNJ | 232 funds | $20.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 230 funds | $22.1B |
Ranked by how many of IYR's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IYR
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IYR/capital-change-brief"
Use Arkolith's capital_change_brief for IYR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IYR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.