iShares US Real Estate ETF
513 hedge funds and large institutions have $3.9B invested in iShares US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.
46% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 59
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
16% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 141
3% more funds holding
Funds holding: 498 → 513 (+15)
2% less capital invested
Capital invested by funds: $3.98B → $3.9B (-$84.5M)
7.31% less ownership
Funds ownership: 109.38% → 102.07% (-7.3%)
24% less call options, than puts
Call options by funds: $563M | Put options by funds: $738M
Top Buyers
| 1 |
Barclays
London,
United Kingdom
|
+$206M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$101M |
| 3 |
Goldman Sachs
New York
|
+$71.5M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$33.6M |
| 5 |
Citigroup
New York
|
+$28.1M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$217M |
| 2 |
Morgan Stanley
New York
|
-$147M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$110M |
| 4 |
CWM
CIBC World Markets
New York
|
-$97.7M |
| 5 |
Millennium Management
New York
|
-$72M |
IYR Hedge Fund Activity: Q4 2022 in Review
513 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2022, worth a combined $3.9B — down 2.1% from $3.98B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new IYR positions and 59 closed out — a net gain of 27 holders — while 163 added to existing stakes and 141 trimmed.
The largest buyer was Barclays, adding an estimated $206M. The largest seller was UBS Group, cutting an estimated $217M.
- 513 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2022, up from 498 in Q3 2022.
- Funds reported $3.9B of iShares US Real Estate ETF stock for Q4 2022, down 2.1% quarter-over-quarter.
- 86 funds opened new iShares US Real Estate ETF positions in Q4 2022 and 59 closed out, a net change of +27 holders.
- The largest iShares US Real Estate ETF buyer in Q4 2022 was Barclays, an estimated $206M added.
- The largest iShares US Real Estate ETF seller in Q4 2022 was UBS Group, an estimated $217M sold.
Based on aggregated 13F filings for Q4 2022.