We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

498 hedge funds and large institutions have $3.98B invested in iShares US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 167 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $991M | Put options by funds: $940M

4% less funds holding

Funds holding: 521498 (-23)

14% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 167

19.65% less ownership

Funds ownership: 129.03%109.38% (-20%)

23% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 71

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

27% less capital invested

Capital invested by funds: $5.48B → $3.98B (-$1.5B)

Holders
498
Holders Change
-23
Holders Change %
-4.41%
% of All Funds
8.58%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.22%
New
55
Increased
143
Reduced
167
Closed
71
Calls
$991M
Puts
$940M
Net Calls
+$51.3M
Net Calls Change
+$982M
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
251
Psagot Value Holdings
Israel
$507K +$574K +6,065 +3,676%
BPA
252
Beacon Pointe Advisors
California
$506K -$3.6K -38 -0.6%
AGAM
253
Audent Global Asset Management
California
$505K -$1.42K -15 -0.2%
Deutsche Bank
254
Deutsche Bank
Germany
$500K
BCM
255
Brookstone Capital Management
Illinois
$498K -$96.4K -1,018 -14%
SC
256
Sierra Capital
Florida
$496K
VFA
257
Valeo Financial Advisors
Indiana
$481K -$42K -444 -7%
NAM
258
NTV Asset Management
West Virginia
$478K -$47.3K -500 -8%
CMP
259
Courage Miller Partners
Virginia
$472K +$1.32K +14 +0.2%
ACP
260
Aveo Capital Partners
Colorado
$471K -$276K -2,919 -34%
CCFM
261
Clear Creek Financial Management
Washington
$466K -$298K -3,145 -35%
SC
262
Schoolcraft Capital
Colorado
$452K
NL
263
NWAM LLC
Washington
$450K -$154K -1,632 -23%
IC
264
Inscription Capital
Texas
$432K
IAG
265
Investment Advisory Group
Massachusetts
$432K +$2.37K +25 +0.5%
TAIM
266
TD Ameritrade Investment Management
Nebraska
$428K -$67K -708 -12%
CWS
267
Cypress Wealth Services
California
$424K -$23.7K -250 -4%
JWCA
268
J.W. Cole Advisors
Florida
$407K -$21.1K -223 -4%
CLOS
269
Compagnie Lombard Odier SCmA
Switzerland
$407K
BCI
270
Brinker Capital Investments
Pennsylvania
$398K +$16.1K +170 +4%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$395K -$55.5K -586 -11%
PA
272
PFG Advisors
Arizona
$395K +$459K +4,848 New
TAM
273
Tocqueville Asset Management
New York
$393K -$1.42K -15 -0.3%
LIM
274
Leavell Investment Management
Alabama
$390K
BA
275
Bristlecone Advisors
Washington
$387K +$34.8K +368 +8%

IYR Hedge Fund Activity: Q3 2022 in Review

498 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2022, worth a combined $3.98B — down 27% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of IYR and 55 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 143 added.

The largest buyer was UBS Group, adding an estimated $58.1M. The largest seller was Barclays, cutting an estimated $405M.

  • 498 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2022, down from 521 in Q2 2022.
  • Funds reported $3.98B of iShares US Real Estate ETF stock for Q3 2022, down 27% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q3 2022 and 71 closed out, a net change of -16 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2022 was UBS Group, an estimated $58.1M added.
  • The largest iShares US Real Estate ETF seller in Q3 2022 was Barclays, an estimated $405M sold.

Based on aggregated 13F filings for Q3 2022.