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iShares US Real Estate ETF

521 hedge funds and large institutions have $5.48B invested in iShares US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 177 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.76% more ownership

Funds ownership: 111.27%129.03% (+18%)

4% less funds holding

Funds holding: 545521 (-24)

9% less capital invested

Capital invested by funds: $6.03B → $5.48B (-$550M)

15% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 177

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

66% less call options, than puts

Call options by funds: $481M | Put options by funds: $1.41B

Holders
521
Holders Change
-24
Holders Change %
-4.4%
% of All Funds
8.78%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.29%
New
62
Increased
150
Reduced
177
Closed
84
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
276
AFG Fiduciary Services
Massachusetts
$409K +$443K +4,447 New
RWA
277
Redmont Wealth Advisors
Illinois
$407K
BA
278
Bristlecone Advisors
Washington
$403K +$148K +1,480 +51%
E
279
ETFidea
New York
$401K +$6.08K +61 +1%
AFS
280
Aft Forsyth & Sober
Florida
$400K -$59.8K -600 -12%
GFS
281
GYL Financial Synergies
Connecticut
$399K
CHC
282
City Holding Co
West Virginia
$396K
APG
283
Abacus Planning Group
South Carolina
$393K
BFS
284
Bradley Foster & Sargent
Connecticut
$383K +$15.5K +155 +4%
Cerity Partners
285
Cerity Partners
New York
$382K -$68.8K -690 -14%
CWM
286
Castle Wealth Management
Florida
$382K +$414K +4,150 New
Walleye Trading
287
Walleye Trading
New York
$380K -$1.87M -18,787 -82%
PCIA
288
Prime Capital Investment Advisors
Kansas
$380K -$100K -1,006 -20%
LC
289
Landaas & Company
Wisconsin
$376K -$62.7K -629 -13%
GW
290
GW & Wade
Massachusetts
$371K
EVM
291
Eaton Vance Management
Massachusetts
$367K
CG
292
Cynosure Group
Utah
$365K
WA
293
WESPAC Advisors
California
$362K +$121K +1,211 +44%
GVAG
294
Great Valley Advisor Group
Delaware
$356K +$171K +1,720 +80%
CAM
295
Crestone Asset Management
Colorado
$353K +$383K +3,837 New
MSWMA
296
Market Street Wealth Management Advisors
Indiana
$351K -$457K -4,581 -55%
CA
297
Clearstead Advisors
Ohio
$350K +$1.5K +15 +0.4%
BFS
298
Bard Financial Services
Connecticut
$345K
AWA
299
Arete Wealth Advisors
Illinois
$345K +$370K +3,714 New
Financial Engines Advisors
300
Financial Engines Advisors
California
$343K +$181K +1,816 +95%

IYR Hedge Fund Activity: Q2 2022 in Review

521 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2022, worth a combined $5.48B — down 9.1% from $6.03B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 62 opened new positions — a net loss of 22 holders — while 177 trimmed existing stakes and 150 added.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Fidelity Investments, cutting an estimated $214M.

  • 521 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2022, down from 545 in Q1 2022.
  • Funds reported $5.48B of iShares US Real Estate ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 62 funds opened new iShares US Real Estate ETF positions in Q2 2022 and 84 closed out, a net change of -22 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $257M added.
  • The largest iShares US Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2022.