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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
Wealth Enhancement Advisory Services
276
Wealth Enhancement Advisory Services
Minnesota
$588K +$180K +1,702 +47%
IC
277
Inscription Capital
Texas
$575K
PAG
278
Paladin Advisory Group
Iowa
$568K +$546K +5,171 New
IAG
279
Investment Advisory Group
Massachusetts
$566K
JWCA
280
J.W. Cole Advisors
Florida
$564K -$3.59K -34 -0.6%
LC
281
Landaas & Company
Wisconsin
$548K
BPC
282
Banque Pictet & Cie
Switzerland
$545K -$673K -6,380 -56%
WEPOG
283
Wealth Enhancement & Preservation of GA
Georgia
$540K +$74.9K +710 +17%
CCM
284
Crabel Capital Management
California
$539K +$3.27K +31 +0.6%
AFS
285
Aft Forsyth & Sober
Florida
$536K -$5.8M -55,000 -92%
1832 Asset Management
286
1832 Asset Management
Ontario, Canada
$526K +$70.3K +666 +16%
Cerity Partners
287
Cerity Partners
New York
$525K +$37.6K +356 +8%
TAM
288
Tocqueville Asset Management
New York
$524K -$71.2K -675 -12%
WCG
289
Weaver Consulting Group
California
$524K
LIM
290
Leavell Investment Management
Alabama
$519K
SB
291
Sunflower Bank
Texas
$513K
FWM
292
Fairhaven Wealth Management
Illinois
$503K
BCI
293
Brinker Capital Investments
Pennsylvania
$496K -$284K -2,687 -37%
EIP
294
Ellis Investment Partners
Pennsylvania
$491K +$15.7K +149 +3%
CS
295
Comerica Securities
Michigan
$490K
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$483K +$10K +95 +2%
WDG
297
Wealth Dimensions Group
Ohio
$481K -$7.92K -75 -2%
RWA
298
Redmont Wealth Advisors
Illinois
$479K
LSA
299
L & S Advisors
California
$478K +$24.8K +235 +6%
GFS
300
GYL Financial Synergies
Connecticut
$469K -$3.38K -32 -0.7%

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.