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iShares US Real Estate ETF

521 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 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.76% more ownership

Funds ownership: 111.27%129.03% (+18%)

4% less funds holding

Funds holding: 545521 (-24)

9% less capital invested

Capital invested by funds: $6.03B → $5.48B (-$550M)

15% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 177

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

66% less call options, than puts

Call options by funds: $481M | Put options by funds: $1.41B

Holders
521
Holders Change
-24
Holders Change %
-4.4%
% of All Funds
8.78%
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
84
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
McMillion Capital Management
North Carolina
$23K +$24.9K +250 New
TC
452
Trust Company
Kansas
$22K -$1.99K -20 -8%
PMFA
453
Plante Moran Financial Advisors
Michigan
$22K
FFA
454
Founders Financial Alliance
North Carolina
$22K +$24.3K +244 New
Kayne Anderson Rudnick Investment Management
455
Kayne Anderson Rudnick Investment Management
California
$21K
AssetMark Inc
456
AssetMark Inc
California
$20K -$35.7K -358 -62%
CFD
457
Creative Financial Designs
Indiana
$20K -$16.4K -164 -43%
PK
458
Pflug Koory
Nebraska
$17K
ST
459
Smithfield Trust
Pennsylvania
$17K
MTIC
460
Missouri Trust & Investment Company
Missouri
$16K
PVH
461
Psagot Value Holdings
Israel
$15K -$13.9K -139 -46%
LWA
462
Lowe Wealth Advisors
Maryland
$15K
SC
463
Sawyer & Company
Massachusetts
$14K -$17.4K -175 -53%
CIAS
464
Capital Investment Advisory Services
North Carolina
$14K
FMB
465
Field & Main Bank
Kentucky
$14K +$15.1K +151 New
FNBOSM
466
First National Bank of South Miami
Florida
$13K -$5.98K -60 -29%
AW
467
Avion Wealth
Texas
$13K
JWM
468
Janiczek Wealth Management
Colorado
$13K
M
469
MOTCO
Texas
$13K
FWM
470
Focused Wealth Management
New York
$13K +$100 +1 +0.7%
HWM
471
Horizons Wealth Management
North Carolina
$13K +$12.9K +129 New
SFC
472
SYM Financial Corp
Indiana
$12K +$6.48K +65 +100%
MWM
473
Mascoma Wealth Management
New Hampshire
$11K
TWP
474
TFO Wealth Partners
Ohio
$11K +$100 +1 +0.9%
ACM
475
AUA Capital Management
Pennsylvania
$10K

IYR Hedge Fund Activity: Q2 2022 in Review

521 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2022, worth a combined $5.48B — down 9.1% from $6.03B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 62 opened new positions — a net loss of 22 holders — while 177 trimmed existing stakes and 150 added.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Fidelity Investments, cutting an estimated $214M.

  • 521 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2022, down from 545 in Q1 2022.
  • Funds reported $5.48B of iShares US Real Estate ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 62 funds opened new iShares US Real Estate ETF positions in Q2 2022 and 84 closed out, a net change of -22 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $257M added.
  • The largest iShares US Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2022.