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iShares US Real Estate ETF
IYR

Overview Fund Activity

479 hedge funds and large institutions have $2.89B invested in iShares US Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
-14
Holders Change %
-2.84%
% of All Funds
7.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
125
Reduced
189
Closed
56
Calls
$400M
Puts
$709M
Net Calls
-$309M
Net Calls Change
+$304M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$169M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$42.5M
3
Bank of America
Bank of America
North Carolina
$307M
4
QIM
Quantitative Investment Management
Virginia
$27.8M
5
Goldman Sachs
Goldman Sachs
New York
$121M

Top Sellers

1
Barclays
Barclays
United Kingdom
$31.1M
2
CWM
CIBC World Markets
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$315M
4
UBS Group
UBS Group
Switzerland
$60.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
376
Maryland Capital Advisors
Maryland
$50.2K – – –
NFSG
377
Newbridge Financial Services Group
Florida
$48.5K +$86 +1 +0.2%
ADL
378
Asset Dedication LLC
California
$48K +$22.3K +250 +87%
AWM
379
Avior Wealth Management
Nebraska
$47.6K – – –
WTC
380
WhitTier Trust Company
Nevada
$43.3K – – –
S
381
SignatureFD
Georgia
$43.3K +$43.3K +500 New
KM
382
Kalos Management
Georgia
$41.9K -$17.3K -200 -29%
PFBT
383
Parkside Financial Bank & Trust
Missouri
$40.2K – – –
CIA
384
Cape Investment Advisory
Georgia
$39.7K -$1.3K -15 -3%
HPC
385
HM Payson & Co
Maine
$39.5K -$19K -220 -33%
National Bank of Canada
386
National Bank of Canada
Quebec, Canada
$37.4K -$1.04K -12 -3%
BAAM
387
Baker Avenue Asset Management
California
$37K -$4.76K -55 -11%
TWC
388
TD Waterhouse Canada
Ontario, Canada
$35.9K +$87 +1 +0.2%
FWP
389
FAS Wealth Partners
Kansas
$35.3K – – –
MA
390
MCF Advisors
Kentucky
$33.8K – – –
First Manhattan
391
First Manhattan
New York
$32.5K – – –
HWM
392
HighMark Wealth Management
Minnesota
$32.2K – – –
JFA
393
JNBA Financial Advisors
Minnesota
$31.6K – – –
Franklin Resources
394
Franklin Resources
California
$30.8K -$7.79K -90 -20%
BONH
395
Bank of New Hampshire
New Hampshire
$30.3K – – –
CWP
396
Concord Wealth Partners
Virginia
$30.1K +$173 +2 +0.6%
LFG
397
Larson Financial Group
Missouri
$30K – – –
VWM
398
Valley Wealth Managers
New Jersey
$29.8K – – –
FDCDDQ
399
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28K – – –
NA
400
NewEdge Advisors
Louisiana
$27.2K -$39.1K -452 -59%
14 15
16
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