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iShares US Real Estate ETF

545 hedge funds and large institutions have $6.03B invested in iShares US Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 165 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.07% more ownership

Funds ownership: 102.2%111.27% (+9.1%)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

6% less funds holding

Funds holding: 578545 (-33)

14% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 192

18% less capital invested

Capital invested by funds: $7.37B → $6.03B (-$1.34B)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

81% less call options, than puts

Call options by funds: $362M | Put options by funds: $1.92B

Holders
545
Holders Change
-33
Holders Change %
-5.71%
% of All Funds
8.6%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
56
Increased
165
Reduced
192
Closed
84
Calls
$362M
Puts
$1.92B
Net Calls
-$1.56B
Net Calls Change
-$914M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$32.5M +$21.3M +201,455 +205%
CS
27
Credit Suisse
Switzerland
$30.9M -$55.6M -526,338 -65%
Millennium Management
28
Millennium Management
New York
$30.6M +$1.8M +17,055 +6%
Ameriprise
29
Ameriprise
Minnesota
$28.3M -$3.61M -34,209 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
30
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.1M -$3.36M -31,879 -11%
Squarepoint
31
Squarepoint
New York
$26.6M +$25.9M +245,791 New
FMLI
32
Fukoku Mutual Life Insurance
Japan
$26.3M
Mariner
33
Mariner
Kansas
$25.1M +$632K +5,990 +3%
V
34
Veritable
Delaware
$24.7M -$49K -464 -0.2%
MD
35
Money Design
Japan
$24.2M +$4.95M +46,891 +27%
JG
36
Jefferies Group
New York
$22.8M +$21.2M +200,962 +2,010%
MG
37
McCutchen Group
Washington
$19.6M +$14.4K +136 +0.1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$19.5M -$17.5M -166,130 -48%
Simplex Trading
39
Simplex Trading
Illinois
$19.1M +$18.6M +176,539 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$18.2M -$3.38M -31,990 -16%
Osaic Holdings
41
Osaic Holdings
Arizona
$17.1M -$13.1M -124,264 -44%
HighTower Advisors
42
HighTower Advisors
Illinois
$16.7M -$3.39M -32,080 -17%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$16.1M -$4.34M -41,078 -22%
RMC
44
Regis Management Company
California
$15.8M -$71.3K -676 -0.5%
RJA
45
Raymond James & Associates
Florida
$15.6M +$485K +4,594 +3%
LSAG
46
Lake Street Advisors Group
New Hampshire
$14.5M +$17.7K +168 +0.1%
PP
47
Passaic Partners
New Jersey
$14.4M -$422K -4,002 -3%
CGIM
48
Cannon Global Investment Management
Florida
$14M +$13.6M +129,100 New
CAN
49
Cetera Advisor Networks
California
$13.4M -$105K -991 -0.8%
B
50
Bailard
California
$13.1M +$11.3M +106,698 +721%

IYR Hedge Fund Activity: Q1 2022 in Review

545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2022, worth a combined $6.03B — down 18% from $7.37B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 165 added.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Barclays, cutting an estimated $924M.

  • 545 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2022, down from 578 in Q4 2021.
  • Funds reported $6.03B of iShares US Real Estate ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 56 funds opened new iShares US Real Estate ETF positions in Q1 2022 and 84 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2022 was Morgan Stanley, an estimated $153M added.
  • The largest iShares US Real Estate ETF seller in Q1 2022 was Barclays, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2022.