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iShares US Real Estate ETF

470 hedge funds and large institutions have $8.25B invested in iShares US Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

85% more capital invested

Capital invested by funds: $4.46B → $8.25B (+$3.79B)

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

17.28% more ownership

Funds ownership: 95.99%113.27% (+17%)

8% more funds holding

Funds holding: 436470 (+34)

73% less call options, than puts

Call options by funds: $345M | Put options by funds: $1.27B

Holders
470
Holders Change
+34
Holders Change %
+7.8%
% of All Funds
8.18%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
71
Increased
160
Reduced
131
Closed
33
Calls
$345M
Puts
$1.27B
Net Calls
-$922M
Net Calls Change
-$846M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
351
Equitable Holdings
New York
$208K +$203K +2,045 New
APA
352
American Portfolios Advisors
New York
$205K -$1.49K -15 -0.7%
CWM
353
Cahaba Wealth Management
Georgia
$203K +$189K +1,906 New
DBRC
354
D.B. Root & Company
Pennsylvania
$202K +$197K +1,985 New
GVAG
355
Great Valley Advisor Group
Delaware
$201K +$196K +1,978 New
AC
356
Alexandria Capital
Virginia
$200K +$195K +1,964 New
FI
357
FormulaFolio Investments
Michigan
$191K
BAM
358
Belpointe Asset Management
Nevada
$183K +$1.59K +16 +0.9%
CWM
359
Cranbrook Wealth Management
Michigan
$172K
AWA
360
Arkadios Wealth Advisors
Georgia
$172K +$122K +1,224 +262%
OIA
361
Optimum Investment Advisors
Illinois
$170K +$43.1K +434 +35%
AA
362
AlphaMark Advisors
Kentucky
$164K
DI
363
Disciplined Investments
Oklahoma
$158K
GT
364
Glenmede Trust
Pennsylvania
$156K +$4.96K +50 +3%
MMG
365
Monetary Management Group
Missouri
$153K
TFO
366
Tarbox Family Office
California
$153K
TFS
367
TrustCore Financial Services
Tennessee
$139K +$14.9K +150 +12%
FDCDDQ
368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134K -$2.98K -30 -2%
PP
369
Prosperity Planning
Missouri
$129K
EW
370
Element Wealth
Mississippi
$121K
CFGS
371
Concourse Financial Group Securities
Alabama
$117K -$496 -5 -0.4%
AF
372
Advisornet Financial
Minnesota
$105K +$397 +4 +0.4%
SWM
373
Sugarloaf Wealth Management
Georgia
$105K +$38.5K +388 +61%
EW
374
Emerson Wealth
Michigan
$103K
USGIU
375
U.S. Global Investors (USGI)
Texas
$102K -$99.3K -1,000 -50%

IYR Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2021, worth a combined $8.25B — up 85% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IYR positions and 33 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was Barclays, adding an estimated $1.48B. The largest seller was Susquehanna International Group, cutting an estimated $197M.

  • 470 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2021, up from 436 in Q1 2021.
  • Funds reported $8.25B of iShares US Real Estate ETF stock for Q2 2021, up 85% quarter-over-quarter.
  • 71 funds opened new iShares US Real Estate ETF positions in Q2 2021 and 33 closed out, a net change of +38 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2021 was Barclays, an estimated $1.48B added.
  • The largest iShares US Real Estate ETF seller in Q2 2021 was Susquehanna International Group, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2021.