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iShares US Real Estate ETF
IYR

Overview Fund Activity

470 hedge funds and large institutions have $4.67B invested in iShares US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 160 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-42
Holders Change %
-8.2%
% of All Funds
6.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
41
Increased
153
Reduced
160
Closed
80
Calls
$642M
Puts
$590M
Net Calls
+$51.9M
Net Calls Change
+$297M

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$75.6M
2
Bank of America
2
Bank of America
North Carolina
$219M
3
Barclays
3
Barclays
United Kingdom
$1.18B
4
BAM
4
Bayview Asset Management
Florida
$53.9M
5
UBS Group
5
UBS Group
Switzerland
$177M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$131M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$13.7M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$241M
5
Twin Tree Management
5
Twin Tree Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T
451
Tidemark
California
$5.18K – – –
CSB
452
City State Bank
Iowa
$5K – – –
GJIA
453
Glass Jacobson Investment Advisors
Maryland
$4.05K +$1.53K +17 +61%
IRC
454
Investors Research Corp
Georgia
$3.78K – – –
GEA
455
Glen Eagle Advisors
New Jersey
$3.6K – – –
KFI
456
Key Financial Inc
Pennsylvania
$2.88K – – –
SL
457
Salomon & Ludwin
Virginia
$2.16K – – –
SWM
458
Sanctuary Wealth Management
Idaho
$2.16K +$2.16K +24 New
VL
459
Vima LLC
Michigan
$2.12K – – –
PFM
460
Phillips Financial Management
Indiana
$1.8K – – –
CT
461
Clearstead Trust
Maine
$1.62K – – –
BCMLT
462
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.53K – – –
PK
463
Pflug Koory
Nebraska
$1.53K – – –
WCAMG
464
Woodard & Company Asset Management Group
North Carolina
$1.2K – – –
BL
465
BFSG LLC
California
$720 – – –
LWANC
466
Laurel Wealth Advisors (North Carolina)
North Carolina
$630 – – –
Citadel Advisors
467
Citadel Advisors
Florida
$629 -$46.1M -513,413 -100%
KFS
468
Kelly Financial Services
Massachusetts
$584 – – –
IHWM
469
Iron Horse Wealth Management
Iowa
$490 – – –
Parallax Volatility Advisers
470
Parallax Volatility Advisers
California
$90 -$77K -855 -100%
GCS
471
Gordian Capital (Singapore)
Singapore
$90 – – –
Macquarie Group
472
Macquarie Group
Australia
$1 +$1 +14 New
Schroder Investment Management Group
473
Schroder Investment Management Group
United Kingdom
– -$112M -1,224,326 Closed
Twin Tree Management
474
Twin Tree Management
Texas
– -$54.8M -599,623 Closed
Capstone Investment Advisors
475
Capstone Investment Advisors
New York
– -$41.7M -455,741 Closed
17 18
19
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