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iShares US Real Estate ETF

545 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, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.07% more ownership

Funds ownership: 102.2%111.27% (+9.1%)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

6% less funds holding

Funds holding: 578545 (-33)

14% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 192

18% less capital invested

Capital invested by funds: $7.37B → $6.03B (-$1.34B)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

81% less call options, than puts

Call options by funds: $362M | Put options by funds: $1.92B

Holders
545
Holders Change
-33
Holders Change %
-5.71%
% of All Funds
8.6%
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
192
Closed
84
Calls
$362M
Puts
$1.92B
Net Calls
-$1.56B
Net Calls Change
-$914M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
Wealth Architects
California
$354K +$55.4K +525 +19%
TWP
327
Tower Wealth Partners
Pennsylvania
$352K -$1.79K -17 -0.5%
SCG
328
Sonata Capital Group
Washington
$351K
GTCM
329
Gyon Technologies Capital Management
New Jersey
$348K +$340K +3,217 New
VWM
330
Valley Wealth Managers
New Jersey
$345K -$4.86K -46 -1%
GPWA
331
Great Point Wealth Advisors
Massachusetts
$343K -$64.9K -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 +$29.1K +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 -$844 -8 -0.3%
CG
340
Colony Group
Massachusetts
$323K -$1.58K -15 -0.5%
PFPT
341
Pinnacle Financial Partners (Tennessee)
Tennessee
$318K -$15.4K -146 -5%
ATC
342
Argent Trust Co
Tennessee
$316K -$19.7K -187 -6%
BA
343
Bristlecone Advisors
Washington
$314K -$1.05K -10 -0.3%
BWM
344
BerganKDV Wealth Management
Minnesota
$313K +$306K +2,896 New
RIA
345
Realta Investment Advisors
Delaware
$311K -$10.6K -100 -3%
MCA
346
Millennium Capital Advisors
Arkansas
$310K
OPWM
347
Oxinas Partners Wealth Management
Indiana
$309K +$22.7K +215 +8%
JWCA
348
J.W. Coons Advisors
Ohio
$308K
PFA
349
Pure Financial Advisors
California
$307K -$5.38K -51 -2%
CFFP
350
Center for Financial Planning
Michigan
$306K

IYR Hedge Fund Activity: Q1 2022 in Review

545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2022, worth a combined $6.03B — down 18% from $7.37B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 165 added.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Barclays, cutting an estimated $924M.

  • 545 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2022, down from 578 in Q4 2021.
  • Funds reported $6.03B of iShares US Real Estate ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 56 funds opened new iShares US Real Estate ETF positions in Q1 2022 and 84 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2022 was Morgan Stanley, an estimated $153M added.
  • The largest iShares US Real Estate ETF seller in Q1 2022 was Barclays, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2022.