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iShares US Real Estate ETF
IYR

436 hedge funds and large institutions have $4.46B invested in iShares US Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 117 increasing their positions, 142 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

1% more funds holding

Funds holding: 430 → 436 (+6)

2.97% less ownership

Funds ownership: 98.96% → 95.99% (-3%)

15% less call options, than puts

Call options by funds: $446M | Put options by funds: $522M

17% less capital invested

Capital invested by funds: $5.36B → $4.46B (-$900M)

18% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 142

29% less funds holding in top 10

Funds holding in top 10: 17 → 12 (-5)

Holders
436
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
7.66%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.21%
New
59
Increased
117
Reduced
142
Closed
51
Calls
$446M
Puts
$522M
Net Calls
-$76M
Net Calls Change
+$228M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$341M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$173M
3
Bank of America
Bank of America
North Carolina
+$149M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$85.9M
5
SG Americas Securities
SG Americas Securities
New York
+$63.3M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$1.14B
2
CWM
CIBC World Markets
New York
-$699M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$191M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$52.2M
5
DA
Duality Advisers
Florida
-$52.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
476
Community Bank
New York
– -$20K -235 Closed
S
477
SignatureFD
Georgia
– -$19K -224 Closed
BC
478
Bartlett & Co
Ohio
– -$19K -217 Closed
BCWM
479
Bartlett & Co Wealth Management
Ohio
– -$18.6K -217 Closed
BSSFA
480
Baron Silver Stevens Financial Advisors
Florida
– -$17K -200 Closed
AL
481
ADE LLC
Maryland
– -$8K -89 Closed
BBHC
482
Brown Brothers Harriman & Co
New York
– -$6K -75 Closed
IA
483
IFS Advisors
Kansas
– -$1K -18 Closed
APWA
484
Atlas Private Wealth Advisors
New Jersey
– -$1K -15 Closed
16 17 18 19
20

IYR Hedge Fund Activity: Q1 2021 in Review

436 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2021, worth a combined $4.46B — down 17% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IYR positions and 51 closed out — a net gain of 8 holders — while 117 added to existing stakes and 142 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $341M. The largest seller was Barclays, cutting an estimated $1.14B.

  • 436 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2021, up from 430 in Q4 2020.
  • Funds reported $4.46B of iShares US Real Estate ETF stock for Q1 2021, down 17% quarter-over-quarter.
  • 59 funds opened new iShares US Real Estate ETF positions in Q1 2021 and 51 closed out, a net change of +8 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2021 was Morgan Stanley, an estimated $341M added.
  • The largest iShares US Real Estate ETF seller in Q1 2021 was Barclays, an estimated $1.14B sold.

Based on aggregated 13F filings for Q1 2021.