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iShares US Real Estate ETF
IYR

Overview Fund Activity

470 hedge funds and large institutions have $4.67B invested in iShares US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 160 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-42
Holders Change %
-8.2%
% of All Funds
6.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
41
Increased
153
Reduced
160
Closed
80
Calls
$642M
Puts
$590M
Net Calls
+$51.9M
Net Calls Change
+$297M

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$75.6M
2
Bank of America
2
Bank of America
North Carolina
$219M
3
Barclays
3
Barclays
United Kingdom
$1.18B
4
BAM
4
Bayview Asset Management
Florida
$53.9M
5
UBS Group
5
UBS Group
Switzerland
$177M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$131M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$13.7M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$241M
5
Twin Tree Management
5
Twin Tree Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M
426
MOTCO
Texas
$12.8K – – –
HWM
427
Horizons Wealth Management
North Carolina
$11.8K – – –
JWM
428
Janiczek Wealth Management
Colorado
$11.8K – – –
TPCW
429
TD Private Client Wealth
New York
$11.2K +$11.2K +125 New
CFD
430
Creative Financial Designs
Indiana
$11.2K – – –
TWP
431
TFO Wealth Partners
Ohio
$11.1K – – –
ITIM
432
Indiana Trust & Investment Management
Indiana
$10.8K – – –
FRA
433
Front Row Advisors
California
$10.8K – – –
DFA
434
DHJJ Financial Advisors
Illinois
$10.6K -$9.44K -105 -47%
GFPC
435
Global Financial Private Client
Florida
$9.9K – – –
EWM
436
EPG Wealth Management
Georgia
$9.89K – – –
AA
437
Ancora Advisors
Ohio
$9.16K – – –
MTIM
438
Marathon Trading Investment Management
Pennsylvania
$8.99K -$1.68M -18,700 -99%
MTIC
439
Missouri Trust & Investment Company
Missouri
$8.99K – – –
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$8.15K +$90 +1 +1%
IBOK
441
Independence Bank of Kentucky
Kentucky
$8.09K – – –
MFT
442
Moisand Fitzgerald Tamayo
Florida
$7.64K – – –
CPA
443
Cardiff Park Advisors
California
$7.44K -$49.1K -548 -87%
OFG
444
Oxford Financial Group
Indiana
$7.1K -$60.5K -673 -89%
CAL
445
Capital Analysts LLC
Pennsylvania
$7K – – –
BWL
446
Bogart Wealth LLC
Virginia
$6.79K – – –
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$6.71K +$6.71K +76 New
NRC
448
New Republic Capital
North Carolina
$6.29K – – –
PA
449
PSI Advisors
Florida
$6.29K – – –
SRCM
450
Signature Resources Capital Management
California
$5.3K – – –
16 17
18
19 20