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iShares US Real Estate ETF

545 hedge funds and large institutions have $6.03B invested in iShares US Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 165 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.07% more ownership

Funds ownership: 102.2%111.27% (+9.1%)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

6% less funds holding

Funds holding: 578545 (-33)

14% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 192

18% less capital invested

Capital invested by funds: $7.37B → $6.03B (-$1.34B)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

81% less call options, than puts

Call options by funds: $362M | Put options by funds: $1.92B

Holders
545
Holders Change
-33
Holders Change %
-5.71%
% of All Funds
8.6%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
56
Increased
165
Reduced
192
Closed
84
Calls
$362M
Puts
$1.92B
Net Calls
-$1.56B
Net Calls Change
-$914M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
451
WhitTier Trust Company
Nevada
$54K
LFG
452
Larson Financial Group
Missouri
$52K
PFBT
453
Parkside Financial Bank & Trust
Missouri
$50K
Optiver Holding
454
Optiver Holding
Netherlands
$50K +$31K +294 +177%
HPC
455
HM Payson & Co
Maine
$49K
FPS
456
Fieldpoint Private Securities
Connecticut
$49K +$47.4K +449 New
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$47K +$3.06K +29 +7%
NG
458
NWK Group
California
$46K
BONH
459
Bank of New Hampshire
New Hampshire
$46K +$44.9K +425 New
RIM
460
Rockbridge Investment Management
New York
$44K -$1.05K -10 -2%
FWP
461
FAS Wealth Partners
Kansas
$44K
BFEC
462
Benjamin F. Edwards & Company
Missouri
$42K -$1.69K -16 -4%
MA
463
MCF Advisors
Kentucky
$42K +$41.2K +390 New
CFD
464
Creative Financial Designs
Indiana
$41K +$1.58K +15 +4%
First Manhattan
465
First Manhattan
New York
$40K
HWM
466
HighMark Wealth Management
Minnesota
$40K
JFA
467
JNBA Financial Advisors
Minnesota
$40K
National Bank of Canada
468
National Bank of Canada
Quebec, Canada
$38K
HWMA
469
Heritage Wealth Management (Arizona)
Arizona
$38K +$36.9K +350 New
SC
470
Sawyer & Company
Massachusetts
$36K
CWP
471
Concord Wealth Partners
Virginia
$36K +$106 +1 +0.3%
CWM
472
Curi Wealth Management
North Carolina
$35K
HWA
473
Heritage Wealth Advisors
Virginia
$35K
CAGAS
474
Capital Advisory Group Advisory Services
Minnesota
$35K +$33.8K +320 New
TIM
475
Tortoise Investment Management
New York
$34K

IYR Hedge Fund Activity: Q1 2022 in Review

545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2022, worth a combined $6.03B — down 18% from $7.37B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 165 added.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Barclays, cutting an estimated $924M.

  • 545 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2022, down from 578 in Q4 2021.
  • Funds reported $6.03B of iShares US Real Estate ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 56 funds opened new iShares US Real Estate ETF positions in Q1 2022 and 84 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2022 was Morgan Stanley, an estimated $153M added.
  • The largest iShares US Real Estate ETF seller in Q1 2022 was Barclays, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2022.