Marshall Wace
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Marshall Wace’s iShares US Real Estate ETF IYR Stock Holding History

Marshall Wace’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
2025
Q3 		– Sell
-12,900
Closed -$1.22M – 3135
2025
Q2 		$1.22M Buy
+12,900
New +$1.2M ﹤0.01% 1773
2025
Q1 		– Sell
-54,600
Closed -$5.08M – 2861
2024
Q4 		$5.08M Sell
54,600
-300,100
-85% -$29.6M 0.01% 1051
2024
Q3 		$36.1M Buy
+354,700
New +$34.2M 0.04% 350
2024
Q1 		– Sell
-85,700
Closed -$7.83M – 2625
2023
Q4 		$7.83M Sell
85,700
-134,700
-61% -$11M 0.01% 754
2023
Q3 		$17.2M Buy
220,400
+188,000
+580% +$16M 0.03% 485
2023
Q2 		$2.8M Sell
32,400
-109,500
-77% -$9.2M 0.01% 1254
2023
Q1 		$12M Sell
141,900
-69,000
-33% -$6.04M 0.03% 642
2022
Q4 		$17.8M Buy
210,900
+99,700
+90% +$8.37M 0.04% 500
2022
Q3 		$9.05M Buy
+111,200
New +$10.5M 0.02% 960
2021
Q4 		– Sell
-10,600
Closed -$1.08M – 4078
2021
Q3 		$1.08M Sell
10,600
-149,600
-93% -$15.9M ﹤0.01% 1969
2021
Q2 		$16.3M Buy
160,200
+153,900
+2,443% +$15.3M 0.07% 298
2021
Q1 		$579K Sell
6,300
-265,200
-98% -$23.3M ﹤0.01% 1887
2020
Q4 		$23.3M Buy
+271,500
New +$22.6M 0.13% 164

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Wace's IYR Position: Q1 2026 in Review

Marshall Wace increased its iShares US Real Estate ETF (IYR) stake by 572% in Q1 2026, buying an estimated $4.29M and bringing the position to 51,861 shares worth $4.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Marshall Wace first reported a position in IYR in Q1 2016 and has held it in 24 quarters since. The position peaked at $15.3M in Q3 2023. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Marshall Wace held 51,861 shares of iShares US Real Estate ETF worth $4.9M as of Q1 2026.
  • Marshall Wace bought 44,141 iShares US Real Estate ETF shares in Q1 2026, an estimated $4.29M.
  • iShares US Real Estate ETF made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1318 holding.
  • Marshall Wace first reported a position in iShares US Real Estate ETF in Q1 2016 and has held it in 24 quarters since.
  • Marshall Wace's iShares US Real Estate ETF position peaked at $15.3M in Q3 2023.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.