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iShares US Real Estate ETF

470 hedge funds and large institutions have $8.25B invested in iShares US Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

85% more capital invested

Capital invested by funds: $4.46B → $8.25B (+$3.79B)

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

17.28% more ownership

Funds ownership: 95.99%113.27% (+17%)

8% more funds holding

Funds holding: 436470 (+34)

73% less call options, than puts

Call options by funds: $345M | Put options by funds: $1.27B

Holders
470
Holders Change
+34
Holders Change %
+7.8%
% of All Funds
8.18%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
71
Increased
160
Reduced
131
Closed
33
Calls
$345M
Puts
$1.27B
Net Calls
-$922M
Net Calls Change
-$846M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Advisors Ltd
Ohio
$671K
PFPT
227
Pinnacle Financial Partners (Tennessee)
Tennessee
$667K -$62.8K -633 -9%
PWA
228
Pinnacle Wealth Advisors
Tennessee
$667K +$650K +6,549 New
JF
229
Jump Financial
Illinois
$656K +$639K +6,433 New
SC
230
Scotia Capital
Ontario, Canada
$652K -$10.7K -108 -2%
FWM
231
Frontier Wealth Management
Missouri
$650K -$13.4K -135 -2%
LC
232
Landaas & Company
Wisconsin
$645K
M&T Bank
233
M&T Bank
New York
$643K -$239K -2,412 -28%
CGH
234
CMG Global Holdings
Texas
$643K +$18.1K +182 +3%
TWM
235
Tanglewood Wealth Management
Texas
$634K +$24K +242 +4%
ACP
236
Aveo Capital Partners
Colorado
$613K -$16.3K -164 -3%
HB
237
Homrich & Berg
Georgia
$610K -$97.8K -985 -14%
UAS
238
United Asset Strategies
New York
$606K +$590K +5,948 New
PTP
239
Platform Technology Partners
New York
$600K +$584K +5,881 New
VFA
240
Valeo Financial Advisors
Indiana
$599K
TAM
241
Tocqueville Asset Management
New York
$580K
SC
242
Schoolcraft Capital
Colorado
$578K -$40.6K -409 -7%
NL
243
NWAM LLC
Washington
$578K +$4.96K +50 +0.9%
PWM
244
Perigon Wealth Management
California
$574K -$69K -695 -11%
HAS
245
HBW Advisory Services
California
$573K -$3.97K -40 -0.7%
PWP
246
Personal Wealth Partners
Minnesota
$571K
BSW
247
Buckingham Strategic Wealth
Missouri
$528K +$893 +9 +0.2%
IWM
248
IHT Wealth Management
Illinois
$518K -$19.4K -195 -4%
SC
249
Sierra Capital
Florida
$516K +$43.5K +438 +9%
SG
250
StoneX Group
New York
$511K +$36.2K +365 +8%

IYR Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2021, worth a combined $8.25B — up 85% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IYR positions and 33 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was Barclays, adding an estimated $1.48B. The largest seller was Susquehanna International Group, cutting an estimated $197M.

  • 470 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2021, up from 436 in Q1 2021.
  • Funds reported $8.25B of iShares US Real Estate ETF stock for Q2 2021, up 85% quarter-over-quarter.
  • 71 funds opened new iShares US Real Estate ETF positions in Q2 2021 and 33 closed out, a net change of +38 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2021 was Barclays, an estimated $1.48B added.
  • The largest iShares US Real Estate ETF seller in Q2 2021 was Susquehanna International Group, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2021.