IYR icon

iShares US Real Estate ETF
IYR

Overview Fund Activity

429 hedge funds and large institutions have $5.36B invested in iShares US Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 125 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+38
Holders Change %
+9.72%
% of All Funds
7.61%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
80
Increased
125
Reduced
122
Closed
34
Calls
$506M
Puts
$810M
Net Calls
-$304M
Net Calls Change
-$302M

Top Buyers

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
USAA
United Services Automobile Association
Texas
$101M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$568M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$100M
2
UBS Group
UBS Group
Switzerland
$74.1M
3
Bank of America
Bank of America
North Carolina
$206M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
276
Sonata Capital Group
Washington
$278K – – –
PCH
277
PGIM Custom Harvest
New Jersey
$275K +$275K +3,213 New
ATC
278
Argent Trust Co
Tennessee
$274K – – –
WA
279
Wealth Architects
California
$270K – – –
PMG
280
ProVise Management Group
Florida
$268K – – –
PFA
281
Pure Financial Advisors
California
$267K -$14K -164 -5%
SFS
282
Summit Financial Strategies
Ohio
$267K +$2.91K +34 +1%
RPC
283
Rossmore Private Capital
Connecticut
$266K – – –
FUBT
284
First United Bank & Trust
Maryland
$263K -$18K -210 -6%
PO
285
Private Ocean
California
$261K +$343 +4 +0.1%
LIA
286
LBMC Investment Advisors
Tennessee
$258K – – –
BC
287
Burleson & Co
California
$257K – – –
TWP
288
Tower Wealth Partners
Pennsylvania
$257K +$257K +3,003 New
EIP
289
Ellis Investment Partners
Pennsylvania
$250K -$143K -1,673 -36%
PWA
290
Physician Wealth Advisors
Utah
$244K -$17.1K -193 -7%
CIR
291
Clear Investment Research
Georgia
$244K -$14.4K -168 -6%
JWCA
292
J.W. Coons Advisors
Ohio
$243K – – –
CFFP
293
Center for Financial Planning
Michigan
$242K – – –
BUB
294
BBVA USA Bancshares
Texas
$241K -$209K -2,434 -46%
BAM
295
Belpointe Asset Management
Nevada
$237K +$237K +2,770 New
PP
296
PDS Planning
Ohio
$233K – – –
SFG
297
Summit Financial Group
West Virginia
$229K – – –
LC
298
LCNB Corp
Ohio
$229K +$229K +2,707 New
PP
299
Patten & Patten
Tennessee
$228K – – –
SCM
300
Shelton Capital Management
Colorado
$225K -$14K -163 -6%
10 11
12
13 14