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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
E
301
ETFidea
New York
$465K
CHC
302
City Holding Co
West Virginia
$465K
APG
303
Abacus Planning Group
South Carolina
$463K
EP
304
Edgestream Partners
New Jersey
$456K -$313K -2,961 -41%
SWM
305
Spire Wealth Management
Virginia
$439K -$339K -3,212 -44%
GW
306
GW & Wade
Massachusetts
$437K
BFS
307
Bradley Foster & Sargent
Connecticut
$434K +$95.9K +909 +29%
EVM
308
Eaton Vance Management
Massachusetts
$432K
LFAS
309
Level Four Advisory Services
Texas
$430K
CG
310
Cynosure Group
Utah
$429K -$397K -3,765 -49%
CA
311
Clearstead Advisors
Ohio
$410K +$1.58K +15 +0.4%
BFS
312
Bard Financial Services
Connecticut
$406K
PCM
313
Prelude Capital Management
New York
$405K +$395K +3,744 New
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$404K -$2K -19 -0.5%
IA
315
IFG Advisors
Missouri
$399K +$1.48K +14 +0.4%
UAS
316
United Asset Strategies
New York
$393K -$364K -3,450 -49%
VCM
317
Viewpoint Capital Management
Washington
$391K
IWN
318
Independent Wealth Network
Iowa
$390K +$133K +1,259 +54%
KWM
319
Kingsview Wealth Management
Oregon
$388K +$131K +1,243 +53%
CAM
320
Cozad Asset Management
Illinois
$382K +$28.6K +271 +8%
EBT
321
Enterprise Bank & Trust
Massachusetts
$381K
SWP
322
Stratos Wealth Partners
Ohio
$380K -$2.8M -26,524 -88%
IB
323
Intrust Bank
Kansas
$373K
SFS
324
Summit Financial Strategies
Ohio
$372K +$211 +2 +0.1%
CCM
325
Colorado Capital Management
Colorado
$362K

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.