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iShares US Real Estate ETF
IYR

Overview Fund Activity

542 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, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-33
Holders Change %
-5.74%
% of All Funds
8.58%
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
191
Closed
84
Calls
$362M
Puts
$1.92B
Net Calls
-$1.56B
Net Calls Change
-$914M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$473M
2
UBS Group
2
UBS Group
Switzerland
$248M
3
Bank of America
3
Bank of America
North Carolina
$313M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$54.1M
5
HF
5
HRT Financial
New York
$42.9M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$694M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$126M
3
Goldman Sachs
3
Goldman Sachs
New York
$166M
4
CS
4
Credit Suisse
Switzerland
$30.9M
5
LPL Financial
5
LPL Financial
California
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$320K -2,961 -41%
SWM
305
Spire Wealth Management
Virginia
$439K -$348K -3,212 -44%
GW
306
GW & Wade
Massachusetts
$437K – – –
BFS
307
Bradley Foster & Sargent
Connecticut
$434K +$98.4K +909 +29%
EVM
308
Eaton Vance Management
Massachusetts
$432K – – –
LFAS
309
Level Four Advisory Services
Texas
$430K – – –
CG
310
Cynosure Group
Utah
$429K -$407K -3,765 -49%
CA
311
Clearstead Advisors
Ohio
$410K +$1.62K +15 +0.4%
BFS
312
Bard Financial Services
Connecticut
$406K – – –
PCM
313
Prelude Capital Management
New York
$405K +$405K +3,744 New
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$404K -$2.06K -19 -0.5%
IA
315
IFG Advisors
Missouri
$399K +$1.51K +14 +0.4%
UAS
316
United Asset Strategies
New York
$393K -$373K -3,450 -49%
VCM
317
Viewpoint Capital Management
Washington
$391K – – –
IWN
318
Independent Wealth Network
Iowa
$390K +$136K +1,259 +54%
KWM
319
Kingsview Wealth Management
Oregon
$388K +$135K +1,243 +53%
CAM
320
Cozad Asset Management
Illinois
$382K +$29.3K +271 +8%
EBT
321
Enterprise Bank & Trust
Massachusetts
$381K – – –
SWP
322
Stratos Wealth Partners
Ohio
$380K -$2.87M -26,524 -88%
IB
323
Intrust Bank
Kansas
$373K – – –
SFS
324
Summit Financial Strategies
Ohio
$372K +$217 +2 +0.1%
CCM
325
Colorado Capital Management
Colorado
$362K – – –
11 12
13
14 15