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iShares US Real Estate ETF

498 hedge funds and large institutions have $3.98B invested in iShares US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 167 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $991M | Put options by funds: $940M

4% less funds holding

Funds holding: 521498 (-23)

14% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 167

19.65% less ownership

Funds ownership: 129.03%109.38% (-20%)

23% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 71

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

27% less capital invested

Capital invested by funds: $5.48B → $3.98B (-$1.5B)

Holders
498
Holders Change
-23
Holders Change %
-4.41%
% of All Funds
8.58%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.22%
New
55
Increased
143
Reduced
167
Closed
71
Calls
$991M
Puts
$940M
Net Calls
+$51.3M
Net Calls Change
+$982M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
301
Eaton Vance Management
Massachusetts
$312K -$15.3K -162 -4%
BFS
302
Bard Financial Services
Connecticut
$305K
Financial Engines Advisors
303
Financial Engines Advisors
California
$305K +$2.08K +22 +0.6%
OA
304
Operose Advisors
Wisconsin
$303K +$353K +3,725 New
WDG
305
Wealth Dimensions Group
Ohio
$298K +$189 +2 +0.1%
CAM
306
Cozad Asset Management
Illinois
$297K +$11.4K +120 +3%
EWA
307
Encompass Wealth Advisors
Oregon
$295K -$197K -2,083 -36%
SFS
308
Summit Financial Strategies
Ohio
$290K -$5.11K -54 -1%
EBT
309
Enterprise Bank & Trust
Massachusetts
$287K
WCG
310
Weaver Consulting Group
California
$285K -$123K -1,296 -27%
VCM
311
Viewpoint Capital Management
Washington
$282K
AT
312
American Trust
Kentucky
$282K +$328K +3,468 New
TWP
313
Tower Wealth Partners
Pennsylvania
$281K +$42K +444 +15%
IB
314
Intrust Bank
Kansas
$279K
5L
315
55I LLC
Massachusetts
$278K +$323K +3,417 New
SG
316
StoneX Group
New York
$278K -$177K -1,874 -35%
GVAG
317
Great Valley Advisor Group
Delaware
$276K -$46.1K -487 -13%
IA
318
IFG Advisors
Missouri
$271K -$35.3K -373 -10%
LFAS
319
Level Four Advisory Services
Texas
$267K -$23.7K -250 -7%
CCM
320
Colorado Capital Management
Colorado
$267K -$6.63K -70 -2%
WA
321
Wealth Architects
California
$267K
BWP
322
Balboa Wealth Partners
Arizona
$267K +$311K +3,284 New
SCG
323
Sonata Capital Group
Washington
$264K
PTP
324
Platform Technology Partners
New York
$257K
GPWA
325
Great Point Wealth Advisors
Massachusetts
$256K -$568 -6 -0.2%

IYR Hedge Fund Activity: Q3 2022 in Review

498 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2022, worth a combined $3.98B — down 27% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of IYR and 55 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 143 added.

The largest buyer was UBS Group, adding an estimated $58.1M. The largest seller was Barclays, cutting an estimated $405M.

  • 498 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2022, down from 521 in Q2 2022.
  • Funds reported $3.98B of iShares US Real Estate ETF stock for Q3 2022, down 27% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q3 2022 and 71 closed out, a net change of -16 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2022 was UBS Group, an estimated $58.1M added.
  • The largest iShares US Real Estate ETF seller in Q3 2022 was Barclays, an estimated $405M sold.

Based on aggregated 13F filings for Q3 2022.