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iShares US Real Estate ETF

498 hedge funds and large institutions have $3.98B invested in iShares US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 167 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $991M | Put options by funds: $940M

4% less funds holding

Funds holding: 521498 (-23)

14% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 167

19.65% less ownership

Funds ownership: 129.03%109.38% (-20%)

23% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 71

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

27% less capital invested

Capital invested by funds: $5.48B → $3.98B (-$1.5B)

Holders
498
Holders Change
-23
Holders Change %
-4.41%
% of All Funds
8.58%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.22%
New
55
Increased
143
Reduced
167
Closed
71
Calls
$991M
Puts
$940M
Net Calls
+$51.3M
Net Calls Change
+$982M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
451
Avion Wealth
Texas
$12K
CIAS
452
Capital Investment Advisory Services
North Carolina
$12K
FMB
453
Field & Main Bank
Kentucky
$12K
M
454
MOTCO
Texas
$12K
FWM
455
Focused Wealth Management
New York
$12K +$95 +1 +0.7%
HWM
456
Horizons Wealth Management
North Carolina
$11K
JWM
457
Janiczek Wealth Management
Colorado
$10K
MWM
458
Mascoma Wealth Management
New Hampshire
$10K
TWP
459
TFO Wealth Partners
Ohio
$10K
PK
460
Pflug Koory
Nebraska
$9K -$7.1K -75 -41%
EWM
461
EPG Wealth Management
Georgia
$9K +$10.4K +110 New
ACM
462
AUA Capital Management
Pennsylvania
$8K
MFT
463
Moisand Fitzgerald Tamayo
Florida
$8K
SSG
464
Summit Securities Group
New York
$8K
AA
465
Ancora Advisors
Ohio
$8K +$95 +1 +1%
GWSG
466
GPS Wealth Strategies Group
Colorado
$7K
IBOK
467
Independence Bank of Kentucky
Kentucky
$7K
WWP
468
WR Wealth Planners
Missouri
$6.55K -$1.61K -17 -17%
BWL
469
Bogart Wealth LLC
Virginia
$6K
CAL
470
Capital Analysts LLC
Pennsylvania
$6K
CSB
471
City State Bank
Iowa
$6K
PA
472
PSI Advisors
Florida
$6K
TWM
473
Tradition Wealth Management
Minnesota
$6K
SFC
474
SYM Financial Corp
Indiana
$5K -$6.15K -65 -50%
MSFP
475
Mark Sheptoff Financial Planning
Connecticut
$5K

IYR Hedge Fund Activity: Q3 2022 in Review

498 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2022, worth a combined $3.98B — down 27% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of IYR and 55 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 143 added.

The largest buyer was UBS Group, adding an estimated $58.1M. The largest seller was Barclays, cutting an estimated $405M.

  • 498 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2022, down from 521 in Q2 2022.
  • Funds reported $3.98B of iShares US Real Estate ETF stock for Q3 2022, down 27% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q3 2022 and 71 closed out, a net change of -16 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2022 was UBS Group, an estimated $58.1M added.
  • The largest iShares US Real Estate ETF seller in Q3 2022 was Barclays, an estimated $405M sold.

Based on aggregated 13F filings for Q3 2022.