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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
MFC
501
Morris Financial Concepts
South Carolina
$3K
NC
502
NewSquare Capital
Pennsylvania
$3K
BWA
503
BDO Wealth Advisors
Florida
$3K +$2.99K +30 New
KFI
504
Key Financial Inc
Pennsylvania
$3K +$3.19K +32 New
CFN
505
Cordasco Financial Network
Florida
$2K
IRC
506
Investors Research Corp
Georgia
$2K +$798 +8 +47%
IFO
507
Independent Family Office
New York
$1.58K
UFF
508
USA Financial Formulas
Michigan
$1K -$299 -3 -21%
AWM
509
Angeles Wealth Management
California
$1K
BCMLT
510
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
LWANC
511
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
MIM
512
Macroview Investment Management
Maryland
$1K
SFG
513
Steward Financial Group
Texas
$1K
WCAMG
514
Woodard & Company Asset Management Group
North Carolina
$1K
CMP
515
Coston McIsaac & Partners
Maine
$1K +$1.2K +12 New
BL
516
Balentine LLC
Georgia
$1K +$1.4K +14 New
KFS
517
Kelly Financial Services
Massachusetts
$566
BPC
518
Banque Pictet & Cie
Switzerland
$489 +$27.9K +280 +6%
BRWM
519
B. Riley Wealth Management
Tennessee
$227 +$59.8K +600 +32%
HF
520
HRT Financial
New York
-$42.9M -396,504 Closed
Simplex Trading
521
Simplex Trading
Illinois
-$19.1M -176,539 Closed
CGIM
522
Cannon Global Investment Management
Florida
-$14M -129,100 Closed
AWM
523
Aries Wealth Management
Maine
-$12.8M -118,411 Closed
Marshall Wace
524
Marshall Wace
United Kingdom
-$9.79M -98,187 Closed
Allianz Asset Management
525
Allianz Asset Management
Germany
-$10.4M -95,700 Closed

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.