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iShares US Real Estate ETF
IYR

Overview Fund Activity

435 hedge funds and large institutions have $4.46B invested in iShares US Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 117 increasing their positions, 142 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
7.66%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.21%
New
59
Increased
117
Reduced
142
Closed
51
Calls
$446M
Puts
$522M
Net Calls
-$76M
Net Calls Change
+$228M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$357M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$181M
3
Bank of America
Bank of America
North Carolina
+$156M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$90M
5
SG Americas Securities
SG Americas Securities
New York
+$66.4M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$1.2B
2
CWM
CIBC World Markets
New York
-$699M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$191M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.6M
5
DA
Duality Advisers
Florida
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
251
Wealthcare Advisory Partners
Pennsylvania
$363K -$72.5K -789 -17%
GPWA
252
Great Point Wealth Advisors
Massachusetts
$358K +$358K +3,890 New
OR
253
Olympiad Research
Connecticut
$349K -$596K -6,490 -63%
BFS
254
Bard Financial Services
Connecticut
$345K – – –
CA
255
Clearstead Advisors
Ohio
$345K +$1.65K +18 +0.5%
WEPOG
256
Wealth Enhancement & Preservation of GA
Georgia
$341K -$5.41K -57 -2%
TA
257
Tiedemann Advisors
New York
$340K – – –
WCG
258
Weaver Consulting Group
California
$339K +$4.14K +45 +1%
BA
259
Bristlecone Advisors
Washington
$334K -$127K -1,376 -27%
VWM
260
Valley Wealth Managers
New Jersey
$334K -$100K -1,092 -23%
IA
261
IFG Advisors
Missouri
$334K – – –
IAN
262
Integrated Advisors Network
Texas
$334K +$104K +1,137 +45%
AIM
263
Acropolis Investment Management
Missouri
$327K -$45.1K -490 -12%
EBT
264
Enterprise Bank & Trust
Massachusetts
$324K – – –
IB
265
Intrust Bank
Kansas
$317K – – –
GI
266
GAMCO Investors
Connecticut
$316K -$130K -1,411 -29%
TWP
267
Tower Wealth Partners
Pennsylvania
$308K +$32.1K +349 +12%
PCH
268
PGIM Custom Harvest
New Jersey
$304K +$8.28K +90 +3%
SWP
269
Stratos Wealth Partners
Ohio
$302K -$57.3K -624 -16%
CAM
270
Cozad Asset Management
Illinois
$300K – – –
SCG
271
Sonata Capital Group
Washington
$298K – – –
DADC
272
D.A. Davidson & Co
Montana
$296K +$296K +3,222 New
ATC
273
Argent Trust Co
Tennessee
$294K – – –
WA
274
Wealth Architects
California
$290K – – –
EP
275
Edgestream Partners
New Jersey
$290K +$290K +3,159 New
9 10
11
12 13