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iShares US Real Estate ETF
IYR

Overview Fund Activity

542 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, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-33
Holders Change %
-5.74%
% of All Funds
8.58%
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
191
Closed
84
Calls
$362M
Puts
$1.92B
Net Calls
-$1.56B
Net Calls Change
-$914M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$473M
2
UBS Group
2
UBS Group
Switzerland
$248M
3
Bank of America
3
Bank of America
North Carolina
$313M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$54.1M
5
HF
5
HRT Financial
New York
$42.9M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$694M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$126M
3
Goldman Sachs
3
Goldman Sachs
New York
$166M
4
CS
4
Credit Suisse
Switzerland
$30.9M
5
LPL Financial
5
LPL Financial
California
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
351
First Heartland Consultants
Missouri
$298K -$992K -9,196 -77%
Mercer Global Advisors
352
Mercer Global Advisors
Colorado
$298K +$38.1K +352 +15%
FAIM
353
Financial Advocates Investment Management
Washington
$297K -$92.8K -857 -24%
PO
354
Private Ocean
California
$297K -$6.92K -64 -2%
WA
355
WESPAC Advisors
California
$295K -$126K -1,165 -30%
SFG
356
Summit Financial Group
West Virginia
$295K – – –
LC
357
LCNB Corp
Ohio
$293K – – –
CF
358
Centaurus Financial
California
$291K -$69.3K -641 -19%
GRP
359
Global Retirement Partners
California
$289K +$289K +2,983 New
KA
360
Kercheville Advisors
Texas
$287K -$211K -1,950 -42%
PWA
361
Physician Wealth Advisors
Utah
$287K -$1.97K -19 -0.7%
CIA
362
Capital Investment Advisors
Georgia
$284K +$23.7K +219 +9%
PWM
363
Perigon Wealth Management
California
$283K -$50.4K -466 -15%
BC
364
Burleson & Co
California
$281K – – –
IWM
365
IHT Wealth Management
Illinois
$275K -$56.9K -526 -17%
MSFS
366
Main Street Financial Solutions
Pennsylvania
$273K -$15.1K -140 -5%
NB
367
Northwest Bancshares
Pennsylvania
$272K – – –
AG
368
Appleton Group
Wisconsin
$271K +$216 +2 +0.1%
TMWM
369
Taylor & Morgan Wealth Management
Michigan
$270K +$974 +9 +0.4%
SPIA
370
Steward Partners Investment Advisory
New York
$266K -$401K -3,702 -60%
ODIJL
371
One Day In July LLC
Vermont
$266K -$6.5K -60 -2%
NCM
372
NCM Capital Management
New Jersey
$266K – – –
MHS
373
M Holdings Securities
Oregon
$266K +$266K +2,454 New
JIP
374
Jaffetilchin Investment Partners
Florida
$263K -$65.1K -690 -20%
MUMSS
375
Mitsubishi UFJ Morgan Stanley Securities
Japan
$262K -$179K -1,650 -41%
13 14
15
16 17