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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
MUMSS
376
Mitsubishi UFJ Morgan Stanley Securities
Japan
$262K -$174K -1,650 -41%
GPA
377
Garrison Point Advisors
California
$261K +$22K +208 +9%
WG
378
Winton Group
United Kingdom
$257K -$287K -2,716 -53%
PCA
379
Personal Capital Advisors
California
$255K -$42K -398 -14%
AWS
380
AJ Wealth Strategies
New York
$251K +$62.4K +591 +34%
RFC
381
Regions Financial Corp
Alabama
$247K -$74.2K -703 -24%
B
382
Bensler
Washington
$247K +$241K +2,279 New
BRWA
383
B. Riley Wealth Advisors
Florida
$246K -$1.83M -17,341 -88%
JIC
384
Joel Isaacson & Co
New York
$245K +$239K +2,266 New
IFWM
385
Institute for Wealth Management
Colorado
$242K +$17.9K +170 +8%
CWS
386
Cypress Wealth Services
California
$239K -$3.9K -37 -2%
T
387
TRUADVICE
Florida
$239K +$249K +2,360 New
WS
388
Wedbush Securities
California
$238K -$422 -4 -0.2%
APA
389
American Portfolios Advisors
New York
$235K -$233K -2,204 -50%
CFGS
390
Concourse Financial Group Securities
Alabama
$235K -$87.3K -827 -28%
CIR
391
Clear Investment Research
Georgia
$233K -$64.7K -613 -22%
GVAG
392
Great Valley Advisor Group
Delaware
$233K +$2.22K +21 +1%
EH
393
Equitable Holdings
New York
$231K +$21.1K +200 +10%
RA
394
Rise Advisors
New York
$230K +$950 +9 +0.4%
AIM
395
Acropolis Investment Management
Missouri
$228K -$58K -550 -21%
PA
396
Parallel Advisors
California
$226K +$20.1K +190 +10%
EWA
397
EP Wealth Advisors
California
$226K +$220K +2,089 New
AWA
398
Arkadios Wealth Advisors
Georgia
$225K +$5.59K +53 +3%
IFG
399
Independent Financial Group
California
$224K -$181K -1,719 -45%
CWP
400
CFM Wealth Partners
Texas
$222K -$3.06K -29 -1%

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.