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iShares US Real Estate ETF
IYR

458 hedge funds and large institutions have $3.06B invested in iShares US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 161 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

13.46% more ownership

Funds ownership: 102.38% → 115.83% (+13%)

6% more capital invested

Capital invested by funds: $2.89B → $3.06B (+$173M)

1% more call options, than puts

Call options by funds: $598M | Put options by funds: $594M

5% less funds holding

Funds holding: 481 → 458 (-23)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

26% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 65

30% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 161

Holders
458
Holders Change
-23
Holders Change %
-4.78%
% of All Funds
7.27%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
48
Increased
113
Reduced
161
Closed
65
Calls
$598M
Puts
$594M
Net Calls
+$3.51M
Net Calls Change
+$312M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$227M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$99.2M
3
Morgan Stanley
Morgan Stanley
New York
+$88.1M
4
Citigroup
Citigroup
New York
+$72M
5
Squarepoint
Squarepoint
New York
+$44.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$85.8M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$41.9M
3
QIM
Quantitative Investment Management
Virginia
-$27.8M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$21.7M
5
Twin Tree Management
Twin Tree Management
Texas
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
451
Pathway Financial Advisers
Indiana
$1.09K +$1.19K +14 New
WCAMG
452
Woodard & Company Asset Management Group
North Carolina
$1.02K – – –
SFG
453
Steward Financial Group
Texas
$1K +$1.45K +17 New
LOIP
454
Live Oak Investment Partners
Texas
$625 – – –
LWANC
455
Laurel Wealth Advisors (North Carolina)
North Carolina
$547 – – –
KFS
456
Kelly Financial Services
Massachusetts
$496 – – –
IHWM
457
Iron Horse Wealth Management
Iowa
$416 – – –
AF
458
Advisornet Financial
Minnesota
$156 -$22.6K -265 -99%
GCS
459
Gordian Capital (Singapore)
Singapore
$78 +$85 +1 New
LFA
460
Level Financial Advisors
New York
$28 -$7.76K -91 Closed
Point72 Asset Management
461
Point72 Asset Management
Connecticut
– -$41.9M -491,343 Closed
QIM
462
Quantitative Investment Management
Virginia
– -$27.8M -321,408 Closed
Tudor Investment Corp
463
Tudor Investment Corp
Connecticut
– -$21.7M -251,288 Closed
V
464
Veritable
Delaware
– -$19.9M -229,908 Closed
JF
465
Jump Financial
Illinois
– -$8.78M -101,406 Closed
Walleye Trading
466
Walleye Trading
New York
– -$4.27M -50,155 Closed
GCM
467
Greenland Capital Management
New York
– -$3.81M -44,755 Closed
WAM
468
Weiss Asset Management
Massachusetts
– -$3.76M -43,473 Closed
BPC
469
Banque Pictet & Cie
Switzerland
– -$3.4M -39,330 Closed
CWM
470
Cornerstone Wealth Management
Missouri
– -$2.36M -27,293 Closed
CAS
471
CTC Alternative Strategies
Illinois
– -$2.01M -23,250 Closed
SCM
472
Stevens Capital Management
Pennsylvania
– -$1.58M -18,300 Closed
MCM
473
Moore Capital Management
New York
– -$1.51M -17,500 Closed
CGIM
474
Cannon Global Investment Management
Florida
– -$1.34M -15,500 Closed
HI
475
HBK Investments
Texas
– -$1.04M -12,146 Closed
17 18
19
20 21

IYR Hedge Fund Activity: Q3 2023 in Review

458 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2023, worth a combined $3.06B — up 6% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IYR and 48 opened new positions — a net loss of 17 holders — while 161 trimmed existing stakes and 113 added.

The largest buyer was Goldman Sachs, adding an estimated $227M. The largest seller was Bank of America, cutting an estimated $85.8M.

  • 458 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2023, down from 481 in Q2 2023.
  • Funds reported $3.06B of iShares US Real Estate ETF stock for Q3 2023, up 6% quarter-over-quarter.
  • 48 funds opened new iShares US Real Estate ETF positions in Q3 2023 and 65 closed out, a net change of -17 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2023 was Goldman Sachs, an estimated $227M added.
  • The largest iShares US Real Estate ETF seller in Q3 2023 was Bank of America, an estimated $85.8M sold.

Based on aggregated 13F filings for Q3 2023.