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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
CAG
401
Csenge Advisory Group
Florida
$221K +$216K +2,045 New
MMG
402
Monetary Management Group
Missouri
$216K
PP
403
Patten & Patten
Tennessee
$216K
RE
404
RBC Europe
United Kingdom
$216K
QTM
405
qPULA Trading Management
New York
$216K +$211K +2,000 New
ACM
406
Azimuth Capital Management
Michigan
$215K
TWP
407
Tempus Wealth Planning
California
$212K -$12K -114 -6%
KTA
408
Keeley-Teton Advisors
Illinois
$210K
BA
409
Bellwether Advisors
Nebraska
$208K -$31K -294 -13%
Financial Engines Advisors
410
Financial Engines Advisors
California
$207K -$20.5K -194 -9%
BDAM
411
Blue Door Asset Management
Connecticut
$207K +$202K +1,916 New
BRWM
412
B. Riley Wealth Management
Tennessee
$203K -$34.2K -324 -15%
ANTB
413
AMG National Trust Bank
Colorado
$202K
FFC
414
First Financial Corp
Indiana
$199K +$148K +1,407 +329%
CWM
415
Cranbrook Wealth Management
Michigan
$182K
GT
416
Glenmede Trust
Pennsylvania
$166K
PP
417
Pacifica Partners
Canada
$162K
TFO
418
Tarbox Family Office
California
$162K
CM
419
Capula Management
Cayman Islands
$159K +$155K +1,471 New
OIA
420
Optimum Investment Advisors
Illinois
$157K -$6.65K -63 -4%
DI
421
Disciplined Investments
Oklahoma
$141K -$2.96K -28 -2%
PP
422
Prosperity Planning
Missouri
$137K
BIP
423
Blueprint Investment Partners
North Carolina
$133K -$10.4K -99 -7%
TFS
424
TrustCore Financial Services
Tennessee
$131K +$105K +995 +469%
EW
425
Element Wealth
Mississippi
$128K

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.