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iShares US Real Estate ETF

470 hedge funds and large institutions have $8.25B invested in iShares US Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

85% more capital invested

Capital invested by funds: $4.46B → $8.25B (+$3.79B)

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

17.28% more ownership

Funds ownership: 95.99%113.27% (+17%)

8% more funds holding

Funds holding: 436470 (+34)

73% less call options, than puts

Call options by funds: $345M | Put options by funds: $1.27B

Holders
470
Holders Change
+34
Holders Change %
+7.8%
% of All Funds
8.18%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
71
Increased
160
Reduced
131
Closed
33
Calls
$345M
Puts
$1.27B
Net Calls
-$922M
Net Calls Change
-$846M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
401
Gemmer Asset Management
California
$39K -$12.2K -123 -24%
HWM
402
HighMark Wealth Management
Minnesota
$38K -$35.3K -356 -49%
JFA
403
JNBA Financial Advisors
Minnesota
$37K
SC
404
Sawyer & Company
Massachusetts
$34K
HWA
405
Heritage Wealth Advisors
Virginia
$32.5K
TIM
406
Tortoise Investment Management
New York
$32K -$993 -10 -3%
AssetMark Inc
407
AssetMark Inc
California
$32K +$7.64K +77 +33%
GCM
408
Gables Capital Management
Florida
$31K -$36K -363 -55%
HIA
409
Harbor Investment Advisory
Maryland
$31K +$29.8K +300 New
ZB
410
Zions Bancorporation
Utah
$31K +$30.5K +307 New
ADL
411
Asset Dedication LLC
California
$29K
BWP
412
Baldwin Wealth Partners
Massachusetts
$26K
CCM
413
Cribstone Capital Management
Maine
$26K
Franklin Resources
414
Franklin Resources
California
$26K
MWP
415
MYCIO Wealth Partners
Pennsylvania
$26K
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$24K
TC
417
Trust Company
Kansas
$24K
AC
418
AlphaCore Capital
California
$21K +$20.1K +202 New
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$21K +$20.1K +202 New
PK
420
Pflug Koory
Nebraska
$19K
ST
421
Smithfield Trust
Pennsylvania
$19K
AF
422
Allworth Financial
California
$18K
GWMIA
423
Global Wealth Management Investment Advisory
Florida
$17K
CFA
424
Carroll Financial Associates
North Carolina
$17K +$14.9K +150 +938%
LFG
425
Larson Financial Group
Missouri
$16K

IYR Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2021, worth a combined $8.25B — up 85% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IYR positions and 33 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was Barclays, adding an estimated $1.48B. The largest seller was Susquehanna International Group, cutting an estimated $197M.

  • 470 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2021, up from 436 in Q1 2021.
  • Funds reported $8.25B of iShares US Real Estate ETF stock for Q2 2021, up 85% quarter-over-quarter.
  • 71 funds opened new iShares US Real Estate ETF positions in Q2 2021 and 33 closed out, a net change of +38 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2021 was Barclays, an estimated $1.48B added.
  • The largest iShares US Real Estate ETF seller in Q2 2021 was Susquehanna International Group, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2021.