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iShares US Real Estate ETF

545 hedge funds and large institutions have $6.03B invested in iShares US Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 165 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.07% more ownership

Funds ownership: 102.2%111.27% (+9.1%)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

6% less funds holding

Funds holding: 578545 (-33)

14% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 192

18% less capital invested

Capital invested by funds: $7.37B → $6.03B (-$1.34B)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

81% less call options, than puts

Call options by funds: $362M | Put options by funds: $1.92B

Holders
545
Holders Change
-33
Holders Change %
-5.71%
% of All Funds
8.6%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
56
Increased
165
Reduced
192
Closed
84
Calls
$362M
Puts
$1.92B
Net Calls
-$1.56B
Net Calls Change
-$914M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
226
Jane Street
New York
$922K -$732K -6,936 -45%
ACP
227
Aveo Capital Partners
Colorado
$919K -$911K -8,632 -50%
MSWMA
228
Market Street Wealth Management Advisors
Indiana
$908K -$573K -5,428 -39%
AGAM
229
Audent Global Asset Management
California
$908K -$89.7K -850 -9%
BAM
230
Baldrige Asset Management
Pennsylvania
$901K -$17.6K -167 -2%
LNC
231
Lincoln National Corp
Pennsylvania
$895K -$22.6K -214 -3%
CA
232
CoreCap Advisors
Michigan
$885K -$354K -3,355 -29%
TAIM
233
TD Ameritrade Investment Management
Nebraska
$868K -$136K -1,286 -14%
Prudential Financial
234
Prudential Financial
New Jersey
$860K -$13.1K -124 -2%
CAM
235
Covenant Asset Management
New Jersey
$859K
DC
236
Davenport & Co
Virginia
$842K +$16.7K +158 +2%
UL
237
Unionview LLC
Washington
$841K
OC
238
Oppenheimer & Co
New York
$836K -$321K -3,043 -28%
ASN
239
Advisory Services Network
Georgia
$835K +$3.9K +37 +0.5%
BPA
240
Beacon Pointe Advisors
California
$832K +$628K +5,953 +343%
M&T Bank
241
M&T Bank
New York
$829K +$106K +1,005 +15%
SBL
242
Sargent Bickham Lagudis
Colorado
$818K -$930K -8,810 -54%
PIA
243
Pinion Investment Advisors
Kansas
$817K +$797K +7,549 New
HCP
244
Hexagon Capital Partners
Arkansas
$812K
SIM
245
SSI Investment Management
California
$803K -$9.39K -89 -1%
GAM
246
Gould Asset Management
California
$787K -$10.6K -100 -1%
DCM
247
Dimension Capital Management
Florida
$784K -$9.92K -94 -1%
EWA
248
Exencial Wealth Advisors
Oklahoma
$766K +$6.75K +64 +0.9%
FA
249
Flagstar Advisors
New York
$761K -$24.2K -229 -3%
SC
250
Sepio Capital
Utah
$758K

IYR Hedge Fund Activity: Q1 2022 in Review

545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2022, worth a combined $6.03B — down 18% from $7.37B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 165 added.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Barclays, cutting an estimated $924M.

  • 545 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2022, down from 578 in Q4 2021.
  • Funds reported $6.03B of iShares US Real Estate ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 56 funds opened new iShares US Real Estate ETF positions in Q1 2022 and 84 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2022 was Morgan Stanley, an estimated $153M added.
  • The largest iShares US Real Estate ETF seller in Q1 2022 was Barclays, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2022.