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iShares US Real Estate ETF
IYR

502 hedge funds and large institutions have $7.35B invested in iShares US Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 140 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 40

16% more funds holding in top 10

Funds holding in top 10: 19 → 22 (+3)

16% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 140

7% more funds holding

Funds holding: 470 → 502 (+32)

11% less capital invested

Capital invested by funds: $8.25B → $7.35B (-$906M)

12.69% less ownership

Funds ownership: 113.27% → 100.58% (-13%)

68% less call options, than puts

Call options by funds: $470M | Put options by funds: $1.47B

Holders
502
Holders Change
+32
Holders Change %
+6.81%
% of All Funds
8.79%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.39%
New
76
Increased
162
Reduced
140
Closed
40
Calls
$470M
Puts
$1.47B
Net Calls
-$1B
Net Calls Change
-$81.6M

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$196M
2
JP Morgan Chase
JP Morgan Chase
New York
+$113M
3
CWM
CIBC World Markets
New York
+$51.5M
4
BFG
Barber Financial Group
Kansas
+$39.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$32.1M

Top Sellers

Rank Fund Capital Flow
1
CIBC World Market
CIBC World Market
Ontario, Canada
-$574M
2
Morgan Stanley
Morgan Stanley
New York
-$386M
3
Bank of America
Bank of America
North Carolina
-$193M
4
ETC
Exchange Traded Concepts
Oklahoma
-$126M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$94.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
326
Concourse Financial Group Securities
Alabama
$312K +$202K +1,900 +166%
CT
327
Chicago Trust
Illinois
$308K +$320K +3,008 New
PFA
328
Pure Financial Advisors
California
$304K -$8.3K -78 -3%
IWN
329
Independent Wealth Network
Iowa
$303K +$291K +2,736 New
LA
330
Latitude Advisors
Florida
$303K +$315K +2,959 New
BA
331
Bristlecone Advisors
Washington
$302K -$2.34K -22 -0.7%
PO
332
Private Ocean
California
$302K – – –
RIA
333
Realta Investment Advisors
Delaware
$300K +$312K +2,930 New
PWA
334
Physician Wealth Advisors
Utah
$297K +$319 +3 +0.1%
JWCA
335
J.W. Coons Advisors
Ohio
$292K – – –
CFFP
336
Center for Financial Planning
Michigan
$289K – – –
KPWS
337
Kestra Private Wealth Services
Texas
$288K -$11.1K -104 -4%
Wealth Enhancement Advisory Services
338
Wealth Enhancement Advisory Services
Minnesota
$283K +$272K +2,558 New
WA
339
Wealth Architects
California
$282K -$42.6K -400 -13%
NFG
340
Next Financial Group
Texas
$281K -$152K -1,427 -34%
SFG
341
Summit Financial Group
West Virginia
$279K – – –
LC
342
LCNB Corp
Ohio
$277K – – –
OPWM
343
Oxinas Partners Wealth Management
Indiana
$275K +$286K +2,685 New
CIR
344
Clear Investment Research
Georgia
$273K -$5.64K -53 -2%
MUMSS
345
Mitsubishi UFJ Morgan Stanley Securities
Japan
$273K +$195K +1,830 +218%
Principal Financial Group
346
Principal Financial Group
Iowa
$270K +$281K +2,638 New
MSFS
347
Main Street Financial Solutions
Pennsylvania
$268K +$2.34K +22 +0.8%
BC
348
Burleson & Co
California
$266K – – –
OCM
349
One Capital Management
California
$264K +$45.2K +425 +20%
AIM
350
Acropolis Investment Management
Missouri
$263K -$9.58K -90 -3%
12 13
14
15 16

IYR Hedge Fund Activity: Q3 2021 in Review

502 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2021, worth a combined $7.35B — down 11% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IYR positions and 40 closed out — a net gain of 36 holders — while 162 added to existing stakes and 140 trimmed.

The largest buyer was Barclays, adding an estimated $196M. The largest seller was CIBC World Market, cutting an estimated $574M.

  • 502 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2021, up from 470 in Q2 2021.
  • Funds reported $7.35B of iShares US Real Estate ETF stock for Q3 2021, down 11% quarter-over-quarter.
  • 76 funds opened new iShares US Real Estate ETF positions in Q3 2021 and 40 closed out, a net change of +36 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2021 was Barclays, an estimated $196M added.
  • The largest iShares US Real Estate ETF seller in Q3 2021 was CIBC World Market, an estimated $574M sold.

Based on aggregated 13F filings for Q3 2021.