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iShares US Real Estate ETF

521 hedge funds and large institutions have $5.48B invested in iShares US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 177 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.76% more ownership

Funds ownership: 111.27%129.03% (+18%)

4% less funds holding

Funds holding: 545521 (-24)

9% less capital invested

Capital invested by funds: $6.03B → $5.48B (-$550M)

15% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 177

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

66% less call options, than puts

Call options by funds: $481M | Put options by funds: $1.41B

Holders
521
Holders Change
-24
Holders Change %
-4.4%
% of All Funds
8.78%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.29%
New
62
Increased
150
Reduced
177
Closed
84
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Wealth Alliance
New York
$678K +$734K +7,366 New
DCM
227
Dimension Capital Management
Florida
$669K
PIA
228
Pinion Investment Advisors
Kansas
$664K -$33.3K -334 -4%
NL
229
NWAM LLC
Washington
$661K +$166K +1,665 +30%
DFC
230
DBK Financial Counsel
Ohio
$659K +$715K +7,170 New
UAS
231
United Asset Strategies
New York
$654K +$347K +3,481 +96%
EWA
232
Exencial Wealth Advisors
Oklahoma
$651K
FA
233
Flagstar Advisors
New York
$648K +$1.3K +13 +0.2%
GAM
234
Gould Asset Management
California
$644K -$26.4K -265 -4%
SC
235
Sepio Capital
Utah
$644K
SBL
236
Sargent Bickham Lagudis
Colorado
$639K -$61.9K -621 -8%
WPW
237
Waldron Private Wealth
Pennsylvania
$639K
AWS
238
Atria Wealth Solutions
New York
$619K -$376K -3,771 -36%
Comerica Bank
239
Comerica Bank
Texas
$613K
CAL
240
Capital Advisors Ltd
Ohio
$606K
BSW
241
Buckingham Strategic Wealth
Missouri
$595K +$54.4K +546 +9%
CL
242
CPWM LLC
Washington
$586K -$813K -8,151 -56%
NAM
243
NTV Asset Management
West Virginia
$586K
VFA
244
Valeo Financial Advisors
Indiana
$584K +$45.1K +452 +8%
PWP
245
Perfromance Wealth Partners
Illinois
$582K -$19.9K -200 -3%
BPA
246
Beacon Pointe Advisors
California
$578K -$142K -1,423 -19%
AGAM
247
Audent Global Asset Management
California
$572K -$216K -2,169 -26%
Deutsche Bank
248
Deutsche Bank
Germany
$566K
SC
249
Sierra Capital
Florida
$561K +$1.3K +13 +0.2%
TAIM
250
TD Ameritrade Investment Management
Nebraska
$549K -$205K -2,052 -26%

IYR Hedge Fund Activity: Q2 2022 in Review

521 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2022, worth a combined $5.48B — down 9.1% from $6.03B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 62 opened new positions — a net loss of 22 holders — while 177 trimmed existing stakes and 150 added.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Fidelity Investments, cutting an estimated $214M.

  • 521 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2022, down from 545 in Q1 2022.
  • Funds reported $5.48B of iShares US Real Estate ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 62 funds opened new iShares US Real Estate ETF positions in Q2 2022 and 84 closed out, a net change of -22 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $257M added.
  • The largest iShares US Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2022.