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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
LWA
426
Lowe Wealth Advisors
Maryland
$16K
FWM
427
Focused Wealth Management
New York
$15K -$2.38K -24 -14%
AW
428
Avion Wealth
Texas
$15K
CIAS
429
Capital Investment Advisory Services
North Carolina
$15K
PSIWM
430
Paradigm Strategies in Wealth Management
Minnesota
$15K +$14.9K +150 New
M
431
MOTCO
Texas
$14K -$9.03K -91 -39%
TCM
432
Tradewinds Capital Management
Washington
$14K
FRA
433
Front Row Advisors
California
$13K
JWM
434
Janiczek Wealth Management
Colorado
$13K
TWP
435
TFO Wealth Partners
Ohio
$12K +$99 +1 +0.9%
HDIM
436
Hanson & Doremus Investment Management
Vermont
$12K +$8.24K +83 +124%
FFC
437
First Financial Corp
Indiana
$11K -$3.38K -34 -24%
ACM
438
AUA Capital Management
Pennsylvania
$11K
SFP
439
Sterling Financial Planning
New Jersey
$11K
BWL
440
Bogart Wealth LLC
Virginia
$11K +$7.45K +75 +234%
GLLW
441
Graves Light Lenhart Wealth
Virginia
$10K
AA
442
Ancora Advisors
Ohio
$10K +$99 +1 +1%
FA
443
Faithward Advisors
Pennsylvania
$10K +$9.93K +100 New
IBOK
444
Independence Bank of Kentucky
Kentucky
$9K
HWA
445
HHM Wealth Advisors
Tennessee
$9K +$2.38K +24 +36%
CAL
446
Capital Analysts LLC
Pennsylvania
$8K
LWA
447
Lenox Wealth Advisors
New York
$8K
TFM
448
TFC Financial Management
Massachusetts
$8K +$7.45K +75 New
BFG
449
Baron Financial Group
New Jersey
$7.24K
NFSG
450
Newbridge Financial Services Group
Florida
$7K

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.