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iShares US Real Estate ETF
IYR

Overview Fund Activity

470 hedge funds and large institutions have $4.67B invested in iShares US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 160 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-42
Holders Change %
-8.2%
% of All Funds
6.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
41
Increased
153
Reduced
160
Closed
80
Calls
$642M
Puts
$590M
Net Calls
+$51.9M
Net Calls Change
+$297M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$75.6M
2
Bank of America
Bank of America
North Carolina
$219M
3
Barclays
Barclays
United Kingdom
$1.18B
4
BAM
Bayview Asset Management
Florida
$53.9M
5
UBS Group
UBS Group
Switzerland
$177M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$131M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$13.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
Morgan Stanley
Morgan Stanley
New York
$241M
5
Twin Tree Management
Twin Tree Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MUMSS
501
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$715K -7,817 Closed
VF
502
Virtu Financial
New York
– -$654K -7,160 Closed
CCM
503
Crabel Capital Management
California
– -$599K -6,555 Closed
PVH
504
Psagot Value Holdings
Israel
– -$603K -6,527 Closed
SHFP
505
Second Half Financial Partners
Florida
– -$566K -6,187 Closed
CLOS
506
Compagnie Lombard Odier SCmA
Switzerland
– -$457K -5,000 Closed
OWA
507
One Wealth Advisors
California
– -$348K -3,810 Closed
DWM
508
Dakota Wealth Management
Florida
– -$347K -3,795 Closed
TC
509
Trilogy Capital
California
– -$333K -3,640 Closed
BCM
510
Brookstone Capital Management
Illinois
– -$314K -3,438 Closed
GA
511
GSG Advisors
New Jersey
– -$273K -3,029 Closed
WCG
512
Weaver Consulting Group
California
– -$276K -3,017 Closed
OWA
513
Outlook Wealth Advisors
Texas
– -$256K -2,800 Closed
HWA
514
HHM Wealth Advisors
Tennessee
– -$255K -2,790 Closed
EWA
515
Exencial Wealth Advisors
Oklahoma
– -$254K -2,777 Closed
GPWA
516
Great Point Wealth Advisors
Massachusetts
– -$250K -2,732 Closed
ARC
517
Advisor Resource Council
Texas
– -$247K -2,703 Closed
FA
518
Flagstar Advisors
New York
– -$246K -2,696 Closed
CCM
519
CAAS Capital Management
New York
– -$229K -2,500 Closed
LC
520
Landaas & Company
Wisconsin
– -$222K -2,426 Closed
KL
521
KWMG LLC
Kansas
– -$214K -2,337 Closed
BJL
522
Brighton Jones LLC
Washington
– -$208K -2,271 Closed
AWE
523
Avidian Wealth Enterprises
Texas
– -$206K -2,255 Closed
LC
524
LCNB Corp
Ohio
– -$201K -2,197 Closed
FPFS
525
First Personal Financial Services
North Carolina
– -$93.3K -1,021 Closed
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