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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
SSG
476
Summit Securities Group
New York
$9K -$69.8K -700 -88%
AA
477
Ancora Advisors
Ohio
$9K +$100 +1 +1%
MFT
478
Moisand Fitzgerald Tamayo
Florida
$9K +$897 +9 +11%
WWP
479
WR Wealth Planners
Missouri
$8.98K +$1.89K +19 +24%
GWSG
480
GPS Wealth Strategies Group
Colorado
$8K -$698 -7 -7%
IBOK
481
Independence Bank of Kentucky
Kentucky
$8K
TRCT
482
Tower Research Capital (TRC)
New York
$7K -$5.38K -54 -41%
BWL
483
Bogart Wealth LLC
Virginia
$7K
CAL
484
Capital Analysts LLC
Pennsylvania
$7K
CSB
485
City State Bank
Iowa
$7K
TWM
486
Tradition Wealth Management
Minnesota
$7K +$7.48K +75 New
PPWM
487
PFG Private Wealth Management
Florida
$7K +$7.88K +79 New
RIM
488
Rockbridge Investment Management
New York
$6.44K -$32.9K -330 -83%
PA
489
PSI Advisors
Florida
$6K
FBC
490
Fairfield, Bush & Co
Connecticut
$6K +$5.98K +60 New
SIS
491
Sound Income Strategies
Florida
$6K +$6.48K +65 New
GFP
492
Gryphon Financial Partners
Ohio
$6K +$6.58K +66 New
FLC
493
Fifth Lane Capital
Texas
$6K +$6.78K +68 New
GWMIA
494
Global Wealth Management Investment Advisory
Florida
$5K
MSFP
495
Mark Sheptoff Financial Planning
Connecticut
$5K
WT
496
Whittier Trust
California
$5K +$4.99K +50 New
BFG
497
Baron Financial Group
New Jersey
$4.6K
CAAS
498
Capital Asset Advisory Services
Michigan
$4K
HDIM
499
Hanson & Doremus Investment Management
Vermont
$4K
GEA
500
Glen Eagle Advisors
New Jersey
$3.68K +$3.99K +40 New

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.