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iShares US Real Estate ETF

470 hedge funds and large institutions have $8.25B invested in iShares US Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

85% more capital invested

Capital invested by funds: $4.46B → $8.25B (+$3.79B)

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

17.28% more ownership

Funds ownership: 95.99%113.27% (+17%)

8% more funds holding

Funds holding: 436470 (+34)

73% less call options, than puts

Call options by funds: $345M | Put options by funds: $1.27B

Holders
470
Holders Change
+34
Holders Change %
+7.8%
% of All Funds
8.18%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
71
Increased
160
Reduced
131
Closed
33
Calls
$345M
Puts
$1.27B
Net Calls
-$922M
Net Calls Change
-$846M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
326
Capital Investment Advisors
Georgia
$252K +$245K +2,468 New
WI
327
Wintrust Investments
Illinois
$248K -$9.93K -100 -4%
SCM
328
Shelton Capital Management
Colorado
$247K -$22.8K -230 -9%
FAIM
329
Financial Advocates Investment Management
Washington
$245K -$49.2K -496 -17%
FHC
330
First Heartland Consultants
Missouri
$244K
SPIA
331
Steward Partners Investment Advisory
New York
$244K +$4.07K +41 +2%
DAS
332
Dynamic Advisor Solutions
Arizona
$241K +$1.49K +15 +0.6%
PA
333
Parallel Advisors
California
$240K -$1.49K -15 -0.6%
LFAS
334
Level Four Advisory Services
Texas
$238K +$3.18K +32 +1%
GRP
335
Global Retirement Partners
California
$237K +$99 +1 +0%
NAM
336
NorthCoast Asset Management
Connecticut
$236K +$893 +9 +0.4%
MAS
337
Managed Account Services
Florida
$235K
BA
338
Bellwether Advisors
Nebraska
$232K +$5.76K +58 +3%
JIC
339
Joel Isaacson & Co
New York
$230K +$794 +8 +0.4%
CWS
340
Cypress Wealth Services
California
$229K -$187K -1,881 -46%
BFPW
341
BOK Financial Private Wealth
Colorado
$227K -$16.4K -165 -7%
WS
342
Wedbush Securities
California
$224K +$99 +1 +0%
KWM
343
Kingsview Wealth Management
Oregon
$220K -$397 -4 -0.2%
OCM
344
One Capital Management
California
$219K +$214K +2,155 New
DCM
345
Dimension Capital Management
Florida
$214K +$208K +2,097 New
SAS
346
Sanford Advisory Services
Michigan
$213K +$207K +2,090 New
CWP
347
CFM Wealth Partners
Texas
$212K +$207K +2,082 New
ANTB
348
AMG National Trust Bank
Colorado
$211K -$19.9K -200 -9%
BJ
349
Brouwer & Janachowski
California
$210K +$204K +2,060 New
PP
350
Patten & Patten
Tennessee
$209K -$47.2K -475 -19%

IYR Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2021, worth a combined $8.25B — up 85% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IYR positions and 33 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was Barclays, adding an estimated $1.48B. The largest seller was Susquehanna International Group, cutting an estimated $197M.

  • 470 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2021, up from 436 in Q1 2021.
  • Funds reported $8.25B of iShares US Real Estate ETF stock for Q2 2021, up 85% quarter-over-quarter.
  • 71 funds opened new iShares US Real Estate ETF positions in Q2 2021 and 33 closed out, a net change of +38 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2021 was Barclays, an estimated $1.48B added.
  • The largest iShares US Real Estate ETF seller in Q2 2021 was Susquehanna International Group, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2021.