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iShares US Real Estate ETF
IYR

Overview Fund Activity

479 hedge funds and large institutions have $2.89B invested in iShares US Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
-14
Holders Change %
-2.84%
% of All Funds
7.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
125
Reduced
189
Closed
56
Calls
$400M
Puts
$709M
Net Calls
-$309M
Net Calls Change
+$304M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$169M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$42.5M
3
Bank of America
Bank of America
North Carolina
$307M
4
QIM
Quantitative Investment Management
Virginia
$27.8M
5
Goldman Sachs
Goldman Sachs
New York
$121M

Top Sellers

1
Barclays
Barclays
United Kingdom
$31.1M
2
CWM
CIBC World Markets
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$315M
4
UBS Group
UBS Group
Switzerland
$60.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FBC
451
Fairfield, Bush & Co
Connecticut
$5.19K +$5.19K +60 New
CSB
452
City State Bank
Iowa
$5K -$833 -10 -14%
TAM
453
Tucker Asset Management
Colorado
$4.33K – – –
WT
454
Whittier Trust
California
$4.33K – – –
TWM
455
Tradition Wealth Management
Minnesota
$4K -$471 -6 -11%
FGAM
456
Financial Gravity Asset Management
Texas
$3.8K +$87 +2 +2%
ACA
457
Aptus Capital Advisors
Alabama
$3.64K -$11K -127 -75%
GWANC
458
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.64K – – –
GEA
459
Glen Eagle Advisors
New Jersey
$3.46K – – –
KTC
460
Kistler-Tiffany Companies
Pennsylvania
$3.46K +$3.46K +40 New
GIA
461
GHP Investment Advisors
Colorado
$3.27K +$3.27K +38 New
ODG
462
O'Dell Group
Ohio
$3.03K +$3.03K +35 New
MFC
463
Morris Financial Concepts
South Carolina
$2.86K – – –
KFI
464
Key Financial Inc
Pennsylvania
$2.77K – – –
BWA
465
BDO Wealth Advisors
Florida
$2.6K – – –
GJIA
466
Glass Jacobson Investment Advisors
Maryland
$2.42K +$2.42K +28 New
IRC
467
Investors Research Corp
Georgia
$2.34K – – –
VF
468
VitalStone Financial
Texas
$2K – – –
TAM
469
Townsend Asset Management
North Carolina
$1.73K – – –
BCMLT
470
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.47K -$173 -2 -11%
PK
471
Pflug Koory
Nebraska
$1.47K – – –
CWA
472
Clearview Wealth Advisors
Oregon
$1.39K -$599K -6,920 -100%
IGWM
473
ICA Group Wealth Management
Colorado
$1.24K -$5.12K -58 -81%
BL
474
Balentine LLC
Georgia
$1.21K – – –
WCAMG
475
Woodard & Company Asset Management Group
North Carolina
$1.13K – – –
17 18
19
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