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iShares US Real Estate ETF

521 hedge funds and large institutions have $5.48B invested in iShares US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 177 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.76% more ownership

Funds ownership: 111.27%129.03% (+18%)

4% less funds holding

Funds holding: 545521 (-24)

9% less capital invested

Capital invested by funds: $6.03B → $5.48B (-$550M)

15% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 177

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

66% less call options, than puts

Call options by funds: $481M | Put options by funds: $1.41B

Holders
521
Holders Change
-24
Holders Change %
-4.4%
% of All Funds
8.78%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.29%
New
62
Increased
150
Reduced
177
Closed
84
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$275K +$199 +2 +0.1%
PWA
327
Physician Wealth Advisors
Utah
$275K +$399 +4 +0.1%
PFPT
328
Pinnacle Financial Partners (Tennessee)
Tennessee
$271K +$399 +4 +0.1%
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$270K -$79.3K -795 -21%
SWP
330
Stratos Wealth Partners
Ohio
$270K -$58.1K -583 -17%
RIA
331
Realta Investment Advisors
Delaware
$269K
ATC
332
Argent Trust Co
Tennessee
$268K
TWP
333
Tower Wealth Partners
Pennsylvania
$267K -$35.5K -356 -11%
PA
334
Parallel Advisors
California
$266K +$81.8K +820 +40%
MCA
335
Millennium Capital Advisors
Arkansas
$264K
JWCA
336
J.W. Coons Advisors
Ohio
$262K
BWM
337
BerganKDV Wealth Management
Minnesota
$261K -$5.68K -57 -2%
OPWM
338
Oxinas Partners Wealth Management
Indiana
$261K -$2.29K -23 -0.8%
CFFP
339
Center for Financial Planning
Michigan
$260K
PFA
340
Pure Financial Advisors
California
$259K -$2.19K -22 -0.8%
SWM
341
Spire Wealth Management
Virginia
$258K -$125K -1,253 -31%
BCM
342
Bayesian Capital Management
New York
$258K +$279K +2,800 New
ARC
343
Advisor Resource Council
Texas
$254K +$276K +2,765 New
SFG
344
Summit Financial Group
West Virginia
$251K
LC
345
LCNB Corp
Ohio
$249K
GPA
346
Garrison Point Advisors
California
$240K +$19.3K +194 +8%
BC
347
Burleson & Co
California
$239K
HCM
348
HMS Capital Management
Tennessee
$239K +$259K +2,595 New
BTI
349
Blue Trust Inc
Georgia
$238K +$219K +2,198 New
FFC
350
First Financial Corp
Indiana
$237K +$73.6K +738 +40%

IYR Hedge Fund Activity: Q2 2022 in Review

521 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2022, worth a combined $5.48B — down 9.1% from $6.03B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 62 opened new positions — a net loss of 22 holders — while 177 trimmed existing stakes and 150 added.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Fidelity Investments, cutting an estimated $214M.

  • 521 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2022, down from 545 in Q1 2022.
  • Funds reported $5.48B of iShares US Real Estate ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 62 funds opened new iShares US Real Estate ETF positions in Q2 2022 and 84 closed out, a net change of -22 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $257M added.
  • The largest iShares US Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2022.