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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 %
Jones Financial Companies
401
Jones Financial Companies
Missouri
$27.1K +$27.1K +313 New
TIM
402
Tortoise Investment Management
New York
$26.7K -$865 -10 -3%
GC
403
Gould Capital
Washington
$26.2K -$1.3K -15 -5%
GCM
404
Gables Capital Management
Florida
$26K – – –
GFL
405
Granite FO LLC
New Hampshire
$26K – – –
AA
406
Ancora Advisors
Ohio
$25.7K +$86 +1 +0.3%
AF
407
Advisornet Financial
Minnesota
$23.1K – – –
MWP
408
MYCIO Wealth Partners
Pennsylvania
$22.3K – – –
MCM
409
McMillion Capital Management
North Carolina
$21.6K +$21.6K +250 New
PMFA
410
Plante Moran Financial Advisors
Michigan
$20.8K – – –
TC
411
Trust Company
Kansas
$20.3K – – –
Kayne Anderson Rudnick Investment Management
412
Kayne Anderson Rudnick Investment Management
California
$19.6K – – –
SS
413
Sunbelt Securities
Texas
$18K -$173 -2 -1%
NC
414
NewSquare Capital
Pennsylvania
$17.4K +$17.4K +201 New
TSWM
415
Tyler-Stone Wealth Management
Ohio
$17K +$17K +200 New
SSB
416
Sandy Spring Bank
Maryland
$16.9K -$6.92K -80 -29%
SWM
417
Sugarloaf Wealth Management
Georgia
$16.8K -$68.2K -790 -80%
ST
418
Smithfield Trust
Pennsylvania
$16K – – –
TSW
419
Thompson Siegel & Walmsley
Virginia
$15K – – –
N
420
Natixis
France
$14.8K – – –
CSC
421
Caldwell Sutter Capital
California
$14.4K – – –
LWA
422
Lowe Wealth Advisors
Maryland
$13.7K – – –
FWM
423
Focused Wealth Management
New York
$13.1K +$87 +1 +0.7%
FMB
424
Field & Main Bank
Kentucky
$13.1K – – –
FFA
425
Farther Finance Advisors
California
$12.6K – – –
15 16
17
18 19