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iShares US Real Estate ETF

521 hedge funds and large institutions have $5.48B invested in iShares US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 177 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.76% more ownership

Funds ownership: 111.27%129.03% (+18%)

4% less funds holding

Funds holding: 545521 (-24)

9% less capital invested

Capital invested by funds: $6.03B → $5.48B (-$550M)

15% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 177

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

66% less call options, than puts

Call options by funds: $481M | Put options by funds: $1.41B

Holders
521
Holders Change
-24
Holders Change %
-4.4%
% of All Funds
8.78%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.29%
New
62
Increased
150
Reduced
177
Closed
84
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$27.4M -$33.1M -332,179 -53%
MG
27
McCutchen Group
Washington
$24.9M +$8.86M +88,853 +49%
MD
28
Money Design
Japan
$23.1M +$2.77M +27,829 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
29
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23M
Ameriprise
30
Ameriprise
Minnesota
$22.5M -$1.69M -16,905 -6%
FMLI
31
Fukoku Mutual Life Insurance
Japan
$22.4M
Mariner
32
Mariner
Kansas
$21.6M +$263K +2,638 +1%
V
33
Veritable
Delaware
$21M
Squarepoint
34
Squarepoint
New York
$21M -$1.78M -17,852 -7%
AF
35
Allworth Financial
California
$17M -$17M -170,498 -48%
Citigroup
36
Citigroup
New York
$15.3M +$10.7M +107,028 +182%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$14M +$15.1M +151,744 New
GB
38
Gunma Bank
Japan
$13.9M +$6.88M +69,000 +84%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$13.8M +$15M +150,000 New
CAN
40
Cetera Advisor Networks
California
$13.6M +$2.42M +24,253 +20%
RMC
41
Regis Management Company
California
$13.4M -$30.7K -308 -0.2%
PP
42
Passaic Partners
New Jersey
$13.2M +$1.05M +10,524 +8%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$12.9M -$844K -8,469 -6%
LSAG
44
Lake Street Advisors Group
New Hampshire
$12.4M +$16.4K +164 +0.1%
BBVA
45
Banco Bilbao Vizcaya Argentaria
Spain
$12.2M +$11.9M +119,458 +421%
HighTower Advisors
46
HighTower Advisors
Illinois
$12.1M -$2.36M -23,671 -15%
RJA
47
Raymond James & Associates
Florida
$11.7M -$1.7M -17,016 -12%
Osaic Holdings
48
Osaic Holdings
Arizona
$10.4M -$4.77M -47,838 -30%
OFG
49
Omega Financial Group
California
$10.2M -$722K -7,246 -6%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$10M +$5.8M +58,211 +117%

IYR Hedge Fund Activity: Q2 2022 in Review

521 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2022, worth a combined $5.48B — down 9.1% from $6.03B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 62 opened new positions — a net loss of 22 holders — while 177 trimmed existing stakes and 150 added.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Fidelity Investments, cutting an estimated $214M.

  • 521 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2022, down from 545 in Q1 2022.
  • Funds reported $5.48B of iShares US Real Estate ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 62 funds opened new iShares US Real Estate ETF positions in Q2 2022 and 84 closed out, a net change of -22 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $257M added.
  • The largest iShares US Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2022.