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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
WPW
251
Waldron Private Wealth
Pennsylvania
$752K
TWM
252
Tanglewood Wealth Management
Texas
$745K -$12.2K -116 -2%
Comerica Bank
253
Comerica Bank
Texas
$731K -$633 -6 -0.1%
FFS
254
Founders Financial Securities
Maryland
$726K +$63.6K +603 +10%
HAS
255
HBW Advisory Services
California
$720K +$52.6K +498 +8%
Tudor Investment Corp
256
Tudor Investment Corp
Connecticut
$716K -$53.8K -510 -7%
CAL
257
Capital Advisors Ltd
Ohio
$713K
PWP
258
Perfromance Wealth Partners
Illinois
$706K -$5.28K -50 -0.8%
CGH
259
CMG Global Holdings
Texas
$693K +$7.92K +75 +1%
NAM
260
NTV Asset Management
West Virginia
$689K
FWM
261
Frontier Wealth Management
Missouri
$667K -$9.5K -90 -1%
Deutsche Bank
262
Deutsche Bank
Germany
$666K
AIP
263
Almanack Investment Partners
Pennsylvania
$664K -$397K -3,765 -38%
MCC
264
Money Concepts Capital
Florida
$664K +$588K +5,567 +984%
WTB
265
Washington Trust Bank
Washington
$663K +$647K +6,129 New
SC
266
Sierra Capital
Florida
$658K +$1.37K +13 +0.2%
BSW
267
Buckingham Strategic Wealth
Missouri
$641K +$13.1K +124 +2%
VFA
268
Valeo Financial Advisors
Indiana
$638K -$528 -5 -0.1%
CMP
269
Courage Miller Partners
Virginia
$624K +$5.8K +55 +1%
RWA
270
Redhawk Wealth Advisors
Minnesota
$624K +$294K +2,784 +93%
PWP
271
Personal Wealth Partners
Minnesota
$606K
SC
272
Schoolcraft Capital
Colorado
$600K -$6.86K -65 -1%
TSS
273
Two Sigma Securities
New York
$597K +$583K +5,521 New
PCIA
274
Prime Capital Investment Advisors
Kansas
$596K
NL
275
NWAM LLC
Washington
$595K -$2.22K -21 -0.4%

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.