IYR icon

iShares US Real Estate ETF
IYR

Overview Fund Activity

511 hedge funds and large institutions have $3.89B invested in iShares US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 163 increasing their positions, 140 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+15
Holders Change %
+3.02%
% of All Funds
8.24%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
86
Increased
163
Reduced
140
Closed
59
Calls
$563M
Puts
$738M
Net Calls
-$175M
Net Calls Change
-$226M

Top Buyers

1
Barclays
Barclays
United Kingdom
$557M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$101M
3
Goldman Sachs
Goldman Sachs
New York
$191M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$33.7M
5
Citigroup
Citigroup
New York
$32.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$112M
2
Morgan Stanley
Morgan Stanley
New York
$296M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$14.1M
4
CWM
CIBC World Markets
New York
$383M
5
Millennium Management
Millennium Management
New York
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
476
AUA Capital Management
Pennsylvania
$8.76K – – –
FA
477
Faithward Advisors
Pennsylvania
$8.42K +$8.42K +100 New
IBOK
478
Independence Bank of Kentucky
Kentucky
$8K – – –
MFT
479
Moisand Fitzgerald Tamayo
Florida
$7.16K -$758 -9 -10%
BWL
480
Bogart Wealth LLC
Virginia
$6.36K – – –
IGWM
481
ICA Group Wealth Management
Colorado
$6.17K +$6.17K +72 New
CAL
482
Capital Analysts LLC
Pennsylvania
$6K – – –
CSB
483
City State Bank
Iowa
$6K – – –
TWM
484
Tradition Wealth Management
Minnesota
$6K +$79 +1 +1%
PA
485
PSI Advisors
Florida
$5.89K – – –
SFC
486
SYM Financial Corp
Indiana
$5.47K – – –
SIS
487
Sound Income Strategies
Florida
$5.47K – – –
PFM
488
Phillips Financial Management
Indiana
$5.39K – – –
MSFP
489
Mark Sheptoff Financial Planning
Connecticut
$4.8K – – –
WT
490
Whittier Trust
California
$4.21K – – –
GEA
491
Glen Eagle Advisors
New Jersey
$3.37K +$3.37K +40 New
WWP
492
WR Wealth Planners
Missouri
$2.85K -$3.94K -47 -58%
MFC
493
Morris Financial Concepts
South Carolina
$2.78K – – –
PFA
494
Pathway Financial Advisers
Indiana
$2.75K +$2.75K +33 New
KFI
495
Key Financial Inc
Pennsylvania
$2.61K – – –
BWA
496
BDO Wealth Advisors
Florida
$2.53K – – –
GJIA
497
Glass Jacobson Investment Advisors
Maryland
$2.36K +$2.36K +28 New
IRC
498
Investors Research Corp
Georgia
$2.27K – – –
VF
499
VitalStone Financial
Texas
$2K +$2K +18 New
PAG
500
Private Advisor Group
New Jersey
$1.73K -$14 -166 -0.8%
18 19
20
21 22