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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
IA
301
IFG Advisors
Missouri
$340K +$897 +9 +0.2%
WDG
302
Wealth Dimensions Group
Ohio
$336K -$79.1K -793 -18%
SFS
303
Summit Financial Strategies
Ohio
$333K +$18.2K +183 +5%
CA
304
CoreCap Advisors
Michigan
$328K -$460K -4,611 -56%
CAM
305
Cozad Asset Management
Illinois
$325K
LFAS
306
Level Four Advisory Services
Texas
$324K -$44.9K -450 -11%
EBT
307
Enterprise Bank & Trust
Massachusetts
$324K
VCM
308
Viewpoint Capital Management
Washington
$318K -$15K -150 -4%
IB
309
Intrust Bank
Kansas
$315K -$1.79K -18 -0.5%
CCM
310
Colorado Capital Management
Colorado
$309K
BFAG
311
Blackston Financial Advisory Group
Florida
$305K +$29.1K +292 +10%
WA
312
Wealth Architects
California
$301K
SCG
313
Sonata Capital Group
Washington
$298K
PTP
314
Platform Technology Partners
New York
$291K
GPWA
315
Great Point Wealth Advisors
Massachusetts
$290K -$1.79K -18 -0.6%
PMG
316
ProVise Management Group
Florida
$288K
RPC
317
Rossmore Private Capital
Connecticut
$286K
WEPOG
318
Wealth Enhancement & Preservation of GA
Georgia
$285K -$179K -1,794 -36%
SAS
319
Sanford Advisory Services
Michigan
$285K
PGFC
320
Peapack-Gladstone Financial Corp
New Jersey
$284K
PWM
321
Perigon Wealth Management
California
$282K +$44.3K +444 +17%
DADC
322
D.A. Davidson & Co
Montana
$277K -$12.3K -123 -4%
LIA
323
LBMC Investment Advisors
Tennessee
$277K
CT
324
Chicago Trust
Illinois
$276K
CG
325
Colony Group
Massachusetts
$275K

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.