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iShares US Real Estate ETF

498 hedge funds and large institutions have $3.98B invested in iShares US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 167 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $991M | Put options by funds: $940M

4% less funds holding

Funds holding: 521498 (-23)

14% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 167

19.65% less ownership

Funds ownership: 129.03%109.38% (-20%)

23% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 71

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

27% less capital invested

Capital invested by funds: $5.48B → $3.98B (-$1.5B)

Holders
498
Holders Change
-23
Holders Change %
-4.41%
% of All Funds
8.58%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.22%
New
55
Increased
143
Reduced
167
Closed
71
Calls
$991M
Puts
$940M
Net Calls
+$51.3M
Net Calls Change
+$982M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$23.9M -$2M -21,133 -7%
MD
27
Money Design
Japan
$23.3M +$3.33M +35,151 +14%
Citadel Advisors
28
Citadel Advisors
Florida
$23.3M +$25.6M +270,700 +1,775%
Capstone Investment Advisors
29
Capstone Investment Advisors
New York
$22.4M +$26M +275,173 New
MG
30
McCutchen Group
Washington
$22.1M +$121K +1,280 +0.5%
LCM
31
Laurion Capital Management
New York
$19.8M +$22.1M +233,900 +2,411%
FMLI
32
Fukoku Mutual Life Insurance
Japan
$19.8M
Mariner
33
Mariner
Kansas
$19.1M -$89.3K -943 -0.4%
V
34
Veritable
Delaware
$18.6M -$44K -465 -0.2%
Ameriprise
35
Ameriprise
Minnesota
$16.8M -$3.62M -38,273 -16%
AF
36
Allworth Financial
California
$15.2M +$162K +1,715 +0.9%
Jane Street
37
Jane Street
New York
$13.4M +$15.6M +164,897 New
BC
38
Brookfield Corp
Ontario, Canada
$12.8M +$14.9M +157,366 New
CAN
39
Cetera Advisor Networks
California
$12.3M +$349K +3,686 +2%
GB
40
Gunma Bank
Japan
$12.3M
RMC
41
Regis Management Company
California
$11.8M -$108K -1,138 -0.8%
Capital Fund Management (CFM)
42
Capital Fund Management (CFM)
France
$11.2M +$13M +137,040 New
HighTower Advisors
43
HighTower Advisors
Illinois
$10.5M -$147K -1,549 -1%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10.4M +$1.84M +19,431 +18%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$10.4M -$1.17M -12,396 -9%
LSAG
46
Lake Street Advisors Group
New Hampshire
$10.3M -$702K -7,421 -6%
OFG
47
Omega Financial Group
California
$10.1M +$1.22M +12,916 +12%
Verition Fund Management
48
Verition Fund Management
Connecticut
$9.22M +$6.72M +70,972 +168%
RJA
49
Raymond James & Associates
Florida
$8.98M -$1.55M -16,419 -13%
Renaissance Technologies
50
Renaissance Technologies
New York
$8.64M +$672K +7,100 +7%

IYR Hedge Fund Activity: Q3 2022 in Review

498 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2022, worth a combined $3.98B — down 27% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of IYR and 55 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 143 added.

The largest buyer was UBS Group, adding an estimated $58.1M. The largest seller was Barclays, cutting an estimated $405M.

  • 498 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2022, down from 521 in Q2 2022.
  • Funds reported $3.98B of iShares US Real Estate ETF stock for Q3 2022, down 27% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q3 2022 and 71 closed out, a net change of -16 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2022 was UBS Group, an estimated $58.1M added.
  • The largest iShares US Real Estate ETF seller in Q3 2022 was Barclays, an estimated $405M sold.

Based on aggregated 13F filings for Q3 2022.