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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 %
COI
26
Connable Office Inc
Michigan
$33.4M +$2.88M +32,022 +9%
LPL Financial
27
LPL Financial
California
$26.5M +$1.27M +14,167 +5%
VC
28
Vision Capital
Ontario, Canada
$24.8M +$24.8M +276,225 New
FMLI
29
Fukoku Mutual Life Insurance
Japan
$21.8M – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$21.8M -$1.87M -20,836 -8%
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$19.8M -$229K -2,543 -1%
Mariner
32
Mariner
Kansas
$19.1M -$1.92M -21,403 -9%
CS
33
Credit Suisse
Switzerland
$17.3M +$1.7M +18,881 +11%
SG Americas Securities
34
SG Americas Securities
New York
$16.8M +$1.52M +16,933 +10%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$16.4M +$15.5M +172,320 +1,786%
Ameriprise
36
Ameriprise
Minnesota
$16.2M +$6.37M +70,815 +65%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$16.2M +$389K +4,332 +2%
SHGA
38
Sand Hill Global Advisors
California
$14.1M -$242K -2,697 -2%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$13.7M -$158M -1,756,716 -92%
PP
40
Passaic Partners
New Jersey
$13.3M -$4.61M -51,276 -26%
OFG
41
Omega Financial Group
California
$13.1M +$643K +7,154 +5%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$11.5M -$270K -3,002 -2%
RMC
43
Regis Management Company
California
$11.1M +$719 +8 +0%
MFG
44
Magnus Financial Group
New York
$11M +$1.06M +11,783 +11%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$10.8M +$687K +7,642 +7%
HF
46
HRT Financial
New York
$10.5M +$7.12M +79,216 +209%
MS
47
Maven Securities
Jersey
$10.4M +$1.07M +11,856 +11%
IA
48
IFP Advisors
Florida
$10.2M +$410K +4,560 +4%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$9.92M +$184K +2,046 +2%
IFAM
50
Institutional & Family Asset Management
Colorado
$9.91M +$5.29M +58,850 +115%
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