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iShares US Real Estate ETF
IYR

502 hedge funds and large institutions have $7.35B invested in iShares US Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 140 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 40

16% more funds holding in top 10

Funds holding in top 10: 19 → 22 (+3)

16% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 140

7% more funds holding

Funds holding: 470 → 502 (+32)

11% less capital invested

Capital invested by funds: $8.25B → $7.35B (-$906M)

12.69% less ownership

Funds ownership: 113.27% → 100.58% (-13%)

68% less call options, than puts

Call options by funds: $470M | Put options by funds: $1.47B

Holders
502
Holders Change
+32
Holders Change %
+6.81%
% of All Funds
8.79%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.39%
New
76
Increased
162
Reduced
140
Closed
40
Calls
$470M
Puts
$1.47B
Net Calls
-$1B
Net Calls Change
-$81.6M

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$196M
2
JP Morgan Chase
JP Morgan Chase
New York
+$113M
3
CWM
CIBC World Markets
New York
+$51.5M
4
BFG
Barber Financial Group
Kansas
+$39.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$32.1M

Top Sellers

Rank Fund Capital Flow
1
CIBC World Market
CIBC World Market
Ontario, Canada
-$574M
2
Morgan Stanley
Morgan Stanley
New York
-$386M
3
Bank of America
Bank of America
North Carolina
-$193M
4
ETC
Exchange Traded Concepts
Oklahoma
-$126M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$94.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGDR
501
SPX Gestao de Recursos
Brazil
– -$33.8M -332,000 Closed
FIA
502
Foundations Investment Advisors
Arizona
– -$26.3M -249,323 Closed
CG
503
Cutler Group
California
– -$4.59M -43,125 Closed
Parallax Volatility Advisers
504
Parallax Volatility Advisers
California
– -$4.42M -41,545 -100%
CL
505
Cabana LLC
Arkansas
– -$2.18M -21,399 Closed
PP
506
Paloma Partners
Connecticut
– -$2.11M -20,665 Closed
IFO
507
Independent Family Office
New York
– -$1.85M -18,199 Closed
Man Group
508
Man Group
United Kingdom
– -$1.72M -16,887 Closed
Walleye Capital
509
Walleye Capital
New York
– -$1.68K -16,460 Closed
LWAC
510
Laurel Wealth Advisors (California)
California
– -$1.64M -16,042 Closed
E
511
Ergoteles
New York
– -$1.63M -15,998 Closed
EWA
512
Exencial Wealth Advisors
Oklahoma
– -$1.35M -13,248 Closed
ERSOT
513
Employees Retirement System of Texas
Texas
– -$1.18M -11,600 Closed
MS
514
Maven Securities
Jersey
– -$680K -6,668 Closed
JF
515
Jump Financial
Illinois
– -$656K -6,433 Closed
Marshall Wace
516
Marshall Wace
United Kingdom
– -$527K -4,951 Closed
JWCA
517
J.W. Cole Advisors
Florida
– -$498K -4,888 Closed
BCM
518
Bayesian Capital Management
New York
– -$377K -3,700 Closed
TA
519
Tiedemann Advisors
New York
– -$377K -3,693 Closed
AG
520
Appleton Group
Wisconsin
– -$314K -3,079 Closed
MA
521
Montag & Associates
Georgia
– -$306K -3,000 Closed
WW
522
Westshore Wealth
California
– -$306K -3,000 Closed
ARC
523
Advisor Resource Council
Texas
– -$282K -2,765 Closed
SCM
524
Shelton Capital Management
Colorado
– -$247K -2,424 Closed
LFAS
525
Level Four Advisory Services
Texas
– -$238K -2,330 Closed
18 19 20
21
22

IYR Hedge Fund Activity: Q3 2021 in Review

502 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2021, worth a combined $7.35B — down 11% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IYR positions and 40 closed out — a net gain of 36 holders — while 162 added to existing stakes and 140 trimmed.

The largest buyer was Barclays, adding an estimated $196M. The largest seller was CIBC World Market, cutting an estimated $574M.

  • 502 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2021, up from 470 in Q2 2021.
  • Funds reported $7.35B of iShares US Real Estate ETF stock for Q3 2021, down 11% quarter-over-quarter.
  • 76 funds opened new iShares US Real Estate ETF positions in Q3 2021 and 40 closed out, a net change of +36 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2021 was Barclays, an estimated $196M added.
  • The largest iShares US Real Estate ETF seller in Q3 2021 was CIBC World Market, an estimated $574M sold.

Based on aggregated 13F filings for Q3 2021.