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iShares US Real Estate ETF
IYR

Overview Fund Activity

542 hedge funds and large institutions have $6.03B invested in iShares US Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 165 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-33
Holders Change %
-5.74%
% of All Funds
8.58%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
56
Increased
165
Reduced
191
Closed
84
Calls
$362M
Puts
$1.92B
Net Calls
-$1.56B
Net Calls Change
-$914M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$473M
2
UBS Group
2
UBS Group
Switzerland
$248M
3
Bank of America
3
Bank of America
North Carolina
$313M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$54.1M
5
HF
5
HRT Financial
New York
$42.9M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$694M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$126M
3
Goldman Sachs
3
Goldman Sachs
New York
$166M
4
CS
4
Credit Suisse
Switzerland
$30.9M
5
LPL Financial
5
LPL Financial
California
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
326
Wealth Architects
California
$354K +$56.7K +525 +19%
TWP
327
Tower Wealth Partners
Pennsylvania
$352K -$1.84K -17 -0.5%
SCG
328
Sonata Capital Group
Washington
$351K – – –
GTCM
329
Gyon Technologies Capital Management
New Jersey
$348K +$348K +3,217 New
VWM
330
Valley Wealth Managers
New Jersey
$345K -$4.98K -46 -1%
GPWA
331
Great Point Wealth Advisors
Massachusetts
$343K -$66.5K -615 -16%
PTP
332
Platform Technology Partners
New York
$342K – – –
PMG
333
ProVise Management Group
Florida
$339K – – –
DADC
334
D.A. Davidson & Co
Montana
$339K +$29.8K +276 +10%
RPC
335
Rossmore Private Capital
Connecticut
$336K – – –
SAS
336
Sanford Advisory Services
Michigan
$336K – – –
PGFC
337
Peapack-Gladstone Financial Corp
New Jersey
$335K – – –
LIA
338
LBMC Investment Advisors
Tennessee
$326K – – –
CT
339
Chicago Trust
Illinois
$325K -$867 -8 -0.3%
CG
340
Colony Group
Massachusetts
$323K -$1.62K -15 -0.5%
PFP
341
Pinnacle Financial Partners
Tennessee
$318K -$15.8K -146 -5%
ATC
342
Argent Trust Co
Tennessee
$316K -$20.3K -187 -6%
BA
343
Bristlecone Advisors
Washington
$314K -$1.08K -10 -0.3%
BWM
344
BerganKDV Wealth Management
Minnesota
$313K +$313K +2,896 New
RIA
345
Realta Investment Advisors
Delaware
$311K -$10.8K -100 -3%
OPWM
346
Oxinas Partners Wealth Management
Indiana
$309K +$23.2K +215 +8%
JWCA
347
J.W. Coons Advisors
Ohio
$308K – – –
PFA
348
Pure Financial Advisors
California
$307K -$5.52K -51 -2%
CFFP
349
Center for Financial Planning
Michigan
$306K – – –
BFAG
350
Blackston Financial Advisory Group
Florida
$305K +$38.2K +373 +14%
12 13
14
15 16