IYR icon

iShares US Real Estate ETF
IYR

Overview Fund Activity

520 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 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-22
Holders Change %
-4.06%
% of All Funds
8.79%
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
82
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$639M
2
Barclays
Barclays
United Kingdom
$776M
3
Goldman Sachs
Goldman Sachs
New York
$326M
4
UBS Group
UBS Group
Switzerland
$303M
5
Bank of America
Bank of America
North Carolina
$354M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$376M
2
CWM
CIBC World Markets
New York
$556M
3
HF
HRT Financial
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$27.4M
5
Nomura Asset Management
Nomura Asset Management
Japan
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
BONH
426
Bank of New Hampshire
New Hampshire
$39K – – –
VVP
427
Venture Visionary Partners
Ohio
$38.6K +$38.6K +420 New
Bank of Montreal
428
Bank of Montreal
Ontario, Canada
$38.4K +$22.8K +241,920 +145%
FWP
429
FAS Wealth Partners
Kansas
$38K – – –
NFSG
430
Newbridge Financial Services Group
Florida
$38K +$15.7K +169 +70%
MA
431
MCF Advisors
Kentucky
$36K – – –
HWM
432
HighMark Wealth Management
Minnesota
$34K – – –
First Manhattan
433
First Manhattan
New York
$34K – – –
JFA
434
JNBA Financial Advisors
Minnesota
$34K – – –
National Bank of Canada
435
National Bank of Canada
Quebec, Canada
$32K – – –
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$32K +$32K +349 New
MCC
437
Money Concepts Capital
Florida
$31K -$535K -5,797 -95%
CWP
438
Concord Wealth Partners
Virginia
$31K +$183 +2 +0.6%
CAGAS
439
Capital Advisory Group Advisory Services
Minnesota
$30K – – –
CWM
440
Curi Wealth Management
North Carolina
$30K – – –
TIM
441
Tortoise Investment Management
New York
$29K – – –
GCM
442
Gables Capital Management
Florida
$28K – – –
GC
443
Gould Capital
Washington
$28K +$92 +1 +0.3%
OSAM
444
O'Shaughnessy Asset Management
Connecticut
$27K +$9.61K +105 +55%
CTC
445
Central Trust Company
Missouri
$25K +$25K +275 New
MWP
446
MYCIO Wealth Partners
Pennsylvania
$24K – – –
Franklin Resources
447
Franklin Resources
California
$23K – – –
CCM
448
Cribstone Capital Management
Maine
$23K – – –
MCM
449
McMillion Capital Management
North Carolina
$23K +$23K +250 New
HI
450
Harbour Investments
Wisconsin
$23K +$23K +250 New
16 17
18
19 20