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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
BFAG
351
Blackston Financial Advisory Group
Florida
$305K +$39.4K +373 +14%
FHC
352
First Heartland Consultants
Missouri
$298K -$971K -9,196 -77%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$298K +$37.2K +352 +15%
FAIM
354
Financial Advocates Investment Management
Washington
$297K -$90.4K -857 -24%
PO
355
Private Ocean
California
$297K -$6.75K -64 -2%
WA
356
WESPAC Advisors
California
$295K -$123K -1,165 -30%
SFG
357
Summit Financial Group
West Virginia
$295K
LC
358
LCNB Corp
Ohio
$293K
CF
359
Centaurus Financial
California
$291K -$67.7K -641 -19%
GRP
360
Global Retirement Partners
California
$289K +$315K +2,983 New
KA
361
Kercheville Advisors
Texas
$287K -$206K -1,950 -42%
PWA
362
Physician Wealth Advisors
Utah
$287K -$2K -19 -0.7%
CIA
363
Capital Investment Advisors
Georgia
$284K +$23.1K +219 +9%
PWM
364
Perigon Wealth Management
California
$283K -$49.2K -466 -15%
BC
365
Burleson & Co
California
$281K
IWM
366
IHT Wealth Management
Illinois
$275K -$55.5K -526 -17%
MSFS
367
Main Street Financial Solutions
Pennsylvania
$273K -$14.8K -140 -5%
NB
368
Northwest Bancshares
Pennsylvania
$272K
AG
369
Appleton Group
Wisconsin
$271K +$211 +2 +0.1%
TMWM
370
Taylor & Morgan Wealth Management
Michigan
$270K +$950 +9 +0.4%
SPIA
371
Steward Partners Investment Advisory
New York
$266K -$391K -3,702 -60%
ODIJL
372
One Day In July LLC
Vermont
$266K -$6.33K -60 -2%
NCM
373
NCM Capital Management
New Jersey
$266K
MHS
374
M Holdings Securities
Oregon
$266K +$259K +2,454 New
JIP
375
Jaffetilchin Investment Partners
Florida
$263K -$72.8K -690 -20%

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.