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iShares US Real Estate ETF

521 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 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.76% more ownership

Funds ownership: 111.27%129.03% (+18%)

4% less funds holding

Funds holding: 545521 (-24)

9% less capital invested

Capital invested by funds: $6.03B → $5.48B (-$550M)

15% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 177

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

66% less call options, than puts

Call options by funds: $481M | Put options by funds: $1.41B

Holders
521
Holders Change
-24
Holders Change %
-4.4%
% of All Funds
8.78%
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
84
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Sugarloaf Wealth Management
Georgia
$90K +$100 +1 +0.1%
MA
402
MUFG Americas
New York
$86K
BMD
403
Better Money Decisions
New Mexico
$82K +$88.5K +888 New
AF
404
Advisornet Financial
Minnesota
$80K -$16.1K -161 -16%
DWMG
405
DB Wealth Management Group
California
$76K
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.1K
CFGS
407
Concourse Financial Group Securities
Alabama
$74K -$136K -1,363 -63%
WAS
408
Winch Advisory Services
Wisconsin
$71K
AIA
409
Armor Investment Advisors
North Carolina
$70K
BWP
410
Baldwin Wealth Partners
Massachusetts
$69K
SSB
411
Sandy Spring Bank
Maryland
$64K -$7.98K -80 -10%
VWM
412
Valley Wealth Managers
New Jersey
$63K -$250K -2,503 -79%
EI
413
Ellevest Inc
New York
$63K +$3.49K +35 +5%
AW
414
ACG Wealth
Georgia
$62K +$67.3K +675 New
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$61K -$33.9K -340 -34%
OFG
416
Oxford Financial Group
Indiana
$59K
HWMA
417
Heritage Wealth Management (Arizona)
Arizona
$57.9K +$27.8K +279 +80%
CPA
418
Cardiff Park Advisors
California
$55K +$199 +2 +0.3%
FRA
419
Front Row Advisors
California
$54K
MCA
420
Maryland Capital Advisors
Maryland
$53K
AWM
421
Avior Wealth Management
Nebraska
$50K -$3.29K -33 -6%
WTC
422
WhitTier Trust Company
Nevada
$46K
LFG
423
Larson Financial Group
Missouri
$44K
PFBT
424
Parkside Financial Bank & Trust
Missouri
$43K
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$40K

IYR Hedge Fund Activity: Q2 2022 in Review

521 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2022, worth a combined $5.48B — down 9.1% from $6.03B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 62 opened new positions — a net loss of 22 holders — while 177 trimmed existing stakes and 150 added.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Fidelity Investments, cutting an estimated $214M.

  • 521 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2022, down from 545 in Q1 2022.
  • Funds reported $5.48B of iShares US Real Estate ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 62 funds opened new iShares US Real Estate ETF positions in Q2 2022 and 84 closed out, a net change of -22 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $257M added.
  • The largest iShares US Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2022.