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iShares US Real Estate ETF
IYR

Overview Fund Activity

470 hedge funds and large institutions have $4.67B invested in iShares US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 160 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-42
Holders Change %
-8.2%
% of All Funds
6.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
41
Increased
153
Reduced
160
Closed
80
Calls
$642M
Puts
$590M
Net Calls
+$51.9M
Net Calls Change
+$297M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$75.6M
2
Bank of America
Bank of America
North Carolina
$219M
3
Barclays
Barclays
United Kingdom
$1.18B
4
BAM
Bayview Asset Management
Florida
$53.9M
5
UBS Group
UBS Group
Switzerland
$177M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$131M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$13.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
Morgan Stanley
Morgan Stanley
New York
$241M
5
Twin Tree Management
Twin Tree Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TMWM
326
Taylor & Morgan Wealth Management
Michigan
$221K +$809 +9 +0.4%
AFS
327
Aft Forsyth & Sober
Florida
$220K -$18K -200 -8%
ATC
328
Argent Trust Co
Tennessee
$215K +$7.91K +88 +4%
IWA
329
Icon Wealth Advisors
Texas
$211K +$72.6K +808 +52%
RPGK
330
Retirement Planning Group (Kansas)
Kansas
$211K +$7.46K +83 +4%
KBFS
331
Kohmann Bosshard Financial Services
Ohio
$211K – – –
B
332
Bensler
Washington
$210K +$360 +4 +0.2%
CIR
333
Clear Investment Research
Georgia
$210K +$7.19K +80 +4%
AWA
334
Arkadios Wealth Advisors
Georgia
$207K +$6.83K +76 +3%
CCM
335
Chilton Capital Management
Texas
$206K -$6.01M -66,866 -97%
CFFP
336
Center for Financial Planning
Michigan
$206K – – –
PAA
337
Peregrine Asset Advisers
Oregon
$205K +$205K +2,277 New
CCFCSB
338
Cape Cod Five Cents Savings Bank
Massachusetts
$204K -$77.7K -864 -28%
BW
339
BIP Wealth
Georgia
$202K -$4.77K -53 -2%
SAS
340
Stelac Advisory Services
New York
$202K – – –
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$182K +$129K +1,440 +245%
HCP
342
Hexagon Capital Partners
Arkansas
$178K -$58.3K -649 -25%
BAM
343
BTS Asset Management
Massachusetts
$176K +$176K +1,963 New
FMP
344
Financial Management Professionals
Texas
$168K -$2.34K -26 -1%
BMC
345
Bear Mountain Capital
Washington
$164K -$7.67K -94 -4%
RIA
346
Realta Investment Advisors
Delaware
$153K +$153K +1,700 New
Franklin Resources
347
Franklin Resources
California
$152K +$119K +1,325 +362%
MMG
348
Monetary Management Group
Missouri
$146K – – –
SSB
349
Sandy Spring Bank
Maryland
$145K +$127K +1,416 +726%
TAM
350
Tucker Asset Management
Colorado
$144K +$107K +1,185 +281%
12 13
14
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