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iShares US Real Estate ETF
IYR

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: 521 → 498 (-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: 17 → 13 (-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

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$58.1M
2
Wolverine Trading
Wolverine Trading
Illinois
+$41.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$36.4M
4
Squarepoint
Squarepoint
New York
+$32.5M
5
Twin Tree Management
Twin Tree Management
Texas
+$32.4M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$405M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$248M
3
Goldman Sachs
Goldman Sachs
New York
-$201M
4
Morgan Stanley
Morgan Stanley
New York
-$159M
5
Bank of America
Bank of America
North Carolina
-$82.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
476
Sound Income Strategies
Florida
$5K – – –
PFM
477
Phillips Financial Management
Indiana
$5K +$6.06K +64 New
CAAS
478
Capital Asset Advisory Services
Michigan
$4K – – –
WT
479
Whittier Trust
California
$4K – – –
KFI
480
Key Financial Inc
Pennsylvania
$3K – – –
MFC
481
Morris Financial Concepts
South Carolina
$3K – – –
FPFS
482
First Personal Financial Services
North Carolina
$3K +$3.5K +37 New
BWA
483
BDO Wealth Advisors
Florida
$2K – – –
IRC
484
Investors Research Corp
Georgia
$2K +$189 +2 +8%
AWM
485
Angeles Wealth Management
California
$1K – – –
BL
486
Balentine LLC
Georgia
$1K – – –
BCMLT
487
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
LWANC
488
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
MIM
489
Macroview Investment Management
Maryland
$1K – – –
WCAMG
490
Woodard & Company Asset Management Group
North Carolina
$1K – – –
TFA
491
Transamerica Financial Advisors
Florida
$1K +$95 +1 New
FMP
492
Financial Management Professionals
Texas
$1K +$473 +5 +167%
JFGIW
493
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.14K +12 New
FIM
494
FWL Investment Management
Texas
$1K +$1.42K +15 New
KFS
495
Kelly Financial Services
Massachusetts
$507 – – –
IB
496
Iyo Bank
Japan
– -$47.5M -516,787 Closed
Canada Pension Plan Investment Board
497
Canada Pension Plan Investment Board
Ontario, Canada
– -$46M -500,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
498
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$23M -250,000 Closed
Point72 Asset Management
499
Point72 Asset Management
Connecticut
– -$13.8M -150,000 Closed
BBVA
500
Banco Bilbao Vizcaya Argentaria
Spain
– -$12.2M -147,810 Closed
18 19
20
21 22

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.