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iShares US Real Estate ETF
IYR

Overview Fund Activity

520 hedge funds and large institutions have $5.48B invested in iShares US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 177 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-22
Holders Change %
-4.06%
% of All Funds
8.79%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.29%
New
62
Increased
150
Reduced
177
Closed
82
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$639M
2
Barclays
Barclays
United Kingdom
$776M
3
Goldman Sachs
Goldman Sachs
New York
$326M
4
UBS Group
UBS Group
Switzerland
$303M
5
Bank of America
Bank of America
North Carolina
$354M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$376M
2
CWM
CIBC World Markets
New York
$556M
3
HF
HRT Financial
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$27.4M
5
Nomura Asset Management
Nomura Asset Management
Japan
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
376
Bellwether Advisors
Nebraska
$179K +$1.84K +20 +1%
BFPW
377
BOK Financial Private Wealth
Colorado
$165K +$165K +1,791 New
CWM
378
Cranbrook Wealth Management
Michigan
$155K – – –
EWA
379
EP Wealth Advisors
California
$154K -$37.8K -412 -20%
PP
380
Pacifica Partners
Canada
$148K – – –
PTC
381
Private Trust Company
Ohio
$146K +$146K +1,584 New
GT
382
Glenmede Trust
Pennsylvania
$141K – – –
PO
383
Private Ocean
California
$138K -$114K -1,245 -45%
CCM
384
Covington Capital Management
California
$135K +$50.6K +549 +60%
Qube Research & Technologies (QRT)
385
Qube Research & Technologies (QRT)
United Kingdom
$123K -$8.81M -95,505 -99%
CAM
386
CenterStar Asset Management
Illinois
$122K -$1.84M – –
DI
387
Disciplined Investments
Oklahoma
$120K – – –
TFS
388
TrustCore Financial Services
Tennessee
$111K – – –
EW
389
Element Wealth
Mississippi
$109K – – –
TFM
390
TFC Financial Management
Massachusetts
$106K +$99.1K +1,076 +1,435%
HPC
391
HM Payson & Co
Maine
$104K +$62K +674 +148%
OIA
392
Optimum Investment Advisors
Illinois
$99K -$33.6K -367 -25%
TFGT
393
TS Financial Group (TSFG)
Illinois
$98K +$31.3K +340 +47%
HWA
394
Heritage Wealth Advisors
Virginia
$94K +$64.6K +700 +219%
AA
395
AlphaMark Advisors
Kentucky
$93K – – –
EW
396
Emerson Wealth
Michigan
$93K – – –
HNWAG
397
High Net Worth Advisory Group
Florida
$93K – – –
MA
398
Montag & Associates
Georgia
$92K +$92K +1,000 New
CA
399
Crewe Advisors
Utah
$92K +$92K +1,000 New
SWM
400
Sugarloaf Wealth Management
Georgia
$90K +$92 +1 +0.1%
14 15
16
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