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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 %
PMG
276
ProVise Management Group
Florida
$288K – – –
SFS
277
Summit Financial Strategies
Ohio
$287K – – –
CFD
278
Creative Financial Designs
Indiana
$287K +$101K +1,102 +55%
AG
279
Appleton Group
Wisconsin
$287K +$287K +3,117 New
RPC
280
Rossmore Private Capital
Connecticut
$285K – – –
PFA
281
Pure Financial Advisors
California
$283K -$4.51K -49 -2%
KPWS
282
Kestra Private Wealth Services
Texas
$281K +$281K +3,057 New
JIP
283
Jaffetilchin Investment Partners
Florida
$280K -$263K -2,863 -48%
LIA
284
LBMC Investment Advisors
Tennessee
$277K – – –
WW
285
Westshore Wealth
California
$276K +$276K +3,000 New
PP
286
Paloma Partners
Connecticut
$276K +$276K +3,005 New
FUBT
287
First United Bank & Trust
Maryland
$271K -$11.5K -125 -4%
PO
288
Private Ocean
California
$271K -$9.29K -101 -3%
EIP
289
Ellis Investment Partners
Pennsylvania
$270K +$1.01K +11 +0.4%
BRWA
290
B. Riley Wealth Advisors
Florida
$269K -$38.2K -414 -12%
FAIM
291
Financial Advocates Investment Management
Washington
$267K +$267K +2,899 New
JWCA
292
J.W. Coons Advisors
Ohio
$262K – – –
CFFP
293
Center for Financial Planning
Michigan
$260K – – –
PWA
294
Physician Wealth Advisors
Utah
$260K +$470 +5 +0.2%
CIR
295
Clear Investment Research
Georgia
$257K -$4.51K -49 -2%
SFG
296
Summit Financial Group
West Virginia
$251K +$5.07K +55 +2%
LC
297
LCNB Corp
Ohio
$249K – – –
SCM
298
Shelton Capital Management
Colorado
$244K +$2.48K +27 +1%
BC
299
Burleson & Co
California
$239K -$36.4K -396 -13%
WI
300
Wintrust Investments
Illinois
$233K +$233K +2,538 New
10 11
12
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