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Capula Management’s iShares US Real Estate ETF IYR Stock Holding History

Capula Management’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-49,315
Closed -$4.01M – 804
2022
Q3 		$4.01M Buy
+49,315
New +$4.67M 0.05% 287
2022
Q2 		– Sell
-1,471
Closed -$147K – 343
2022
Q1 		$159K Buy
+1,471
New +$155K ﹤0.01% 271
2021
Q3 		– Sell
-473
Closed -$48K – 958
2021
Q2 		$48K Buy
+473
New +$47K ﹤0.01% 738
2020
Q1 		– Sell
-88,070
Closed -$8.2M – 408
2019
Q4 		$8.2M Buy
+88,070
New +$8.17M 0.18% 130

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capula Management's IYR Position: Q4 2022 in Review

Capula Management sold out of iShares US Real Estate ETF (IYR) in Q4 2022, closing a stake of 49,315 shares — an estimated $4.01M sold.

Capula Management first reported a position in IYR in Q4 2019 and held it in 4 quarters. The position peaked at $8.2M in Q4 2019. 513 funds tracked by Wall St. Rank hold IYR as of Q4 2022.

  • Capula Management reported no remaining iShares US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Capula Management sold 49,315 iShares US Real Estate ETF shares in Q4 2022, an estimated $4.01M.
  • Capula Management first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 4 quarters.
  • Capula Management's iShares US Real Estate ETF position peaked at $8.2M in Q4 2019.
  • 513 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2022.

Based on Capula Management's 13F filing for Q4 2022, filed 14 Feb 2023.