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iShares US Real Estate ETF

470 hedge funds and large institutions have $8.25B invested in iShares US Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

85% more capital invested

Capital invested by funds: $4.46B → $8.25B (+$3.79B)

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

17.28% more ownership

Funds ownership: 95.99%113.27% (+17%)

8% more funds holding

Funds holding: 436470 (+34)

73% less call options, than puts

Call options by funds: $345M | Put options by funds: $1.27B

Holders
470
Holders Change
+34
Holders Change %
+7.8%
% of All Funds
8.18%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
71
Increased
160
Reduced
131
Closed
33
Calls
$345M
Puts
$1.27B
Net Calls
-$922M
Net Calls Change
-$846M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$52.3M +$28.1M +283,148 +123%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$51M +$49.6M +500,000 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$47.4M +$4.1M +41,349 +10%
BCM
29
Brookstone Capital Management
Illinois
$40.5M +$38.4M +387,316 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$35.5M +$33.9M +341,861 +5,125%
SGDR
31
SPX Gestao de Recursos
Brazil
$33.8M +$33M +332,000 New
SG Americas Securities
32
SG Americas Securities
New York
$32.9M -$55.6M -559,844 -63%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$30.9M +$24.3M +245,090 +444%
LPL Financial
34
LPL Financial
California
$30.2M -$73.3K -738 -0.2%
JP Morgan Chase
35
JP Morgan Chase
New York
$29.4M +$15.7M +157,827 +121%
FIA
36
Foundations Investment Advisors
Arizona
$26.3M +$4.6M +46,388 +23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
37
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$25.5M -$14.9M -150,000 -38%
Ameriprise
38
Ameriprise
Minnesota
$24.9M -$264K -2,656 -1%
FMLI
39
Fukoku Mutual Life Insurance
Japan
$24.8M
V
40
Veritable
Delaware
$23.4M -$31.7K -319 -0.1%
IG
41
ING Group
Netherlands
$22.9M +$1.64M +16,549 +8%
Citadel Advisors
42
Citadel Advisors
Florida
$21.9M -$12.4M -124,445 -37%
Mariner
43
Mariner
Kansas
$20.3M +$198K +1,991 +1%
BBVA
44
Banco Bilbao Vizcaya Argentaria
Spain
$19M +$7.01M +70,590 +61%
MG
45
McCutchen Group
Washington
$18.3M +$187K +1,887 +1%
FCC
46
Florin Court Capital
United Kingdom
$17.4M +$16.9M +170,600 New
Squarepoint
47
Squarepoint
New York
$16.6M -$24.4M -246,096 -60%
MD
48
Money Design
Japan
$15.6M +$374K +3,771 +3%
RMC
49
Regis Management Company
California
$15.4M -$231K -2,332 -2%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$15.4M +$3.65M +36,811 +32%

IYR Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2021, worth a combined $8.25B — up 85% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IYR positions and 33 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was Barclays, adding an estimated $1.48B. The largest seller was Susquehanna International Group, cutting an estimated $197M.

  • 470 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2021, up from 436 in Q1 2021.
  • Funds reported $8.25B of iShares US Real Estate ETF stock for Q2 2021, up 85% quarter-over-quarter.
  • 71 funds opened new iShares US Real Estate ETF positions in Q2 2021 and 33 closed out, a net change of +38 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2021 was Barclays, an estimated $1.48B added.
  • The largest iShares US Real Estate ETF seller in Q2 2021 was Susquehanna International Group, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2021.