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iShares US Real Estate ETF
IYR

578 hedge funds and large institutions have $7.37B invested in iShares US Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 176 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 36

23% more funds holding in top 10

Funds holding in top 10: 22 → 27 (+5)

15% more funds holding

Funds holding: 502 → 578 (+76)

1.62% more ownership

Funds ownership: 100.58% → 102.2% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 161

0% more capital invested

Capital invested by funds: $7.35B → $7.37B (+$25.6M)

62% less call options, than puts

Call options by funds: $401M | Put options by funds: $1.05B

Holders
578
Holders Change
+76
Holders Change %
+15.14%
% of All Funds
8.9%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.42%
New
124
Increased
176
Reduced
161
Closed
36
Calls
$401M
Puts
$1.05B
Net Calls
-$645M
Net Calls Change
+$359M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$51.2M
2
Goldman Sachs
Goldman Sachs
New York
+$51M
3
Two Sigma Investments
Two Sigma Investments
New York
+$46.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$34.1M
5
BlackRock
BlackRock
New York
+$23.6M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$292M
2
Morgan Stanley
Morgan Stanley
New York
-$246M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$156M
4
JP Morgan Chase
JP Morgan Chase
New York
-$137M
5
CWM
CIBC World Markets
New York
-$132M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
526
Focused Wealth Management
New York
$17K +$110 +1 +0.7%
BWL
527
Bogart Wealth LLC
Virginia
$16K – – –
M
528
MOTCO
Texas
$16K – – –
TCM
529
Tradewinds Capital Management
Washington
$16K – – –
JWM
530
Janiczek Wealth Management
Colorado
$15K – – –
MWM
531
Mascoma Wealth Management
New Hampshire
$15K +$13.7K +125 New
FRA
532
Front Row Advisors
California
$14K – – –
CTB
533
Country Trust Bank
Illinois
$13K – – –
TWP
534
TFO Wealth Partners
Ohio
$13K +$110 +1 +0.9%
ACM
535
AUA Capital Management
Pennsylvania
$12K – – –
FA
536
Faithward Advisors
Pennsylvania
$12K – – –
GWMIA
537
Global Wealth Management Investment Advisory
Florida
$12K – – –
GLLW
538
Graves Light Lenhart Wealth
Virginia
$12K – – –
GI
539
Gradient Investments
Minnesota
$12K +$11K +100 New
AA
540
Ancora Advisors
Ohio
$11K +$110 +1 +1%
FCG
541
Financial Connections Group
California
$11K +$11K +100 New
IBOK
542
Independence Bank of Kentucky
Kentucky
$10K – – –
GWSG
543
GPS Wealth Strategies Group
Colorado
$10K +$9.86K +90 New
CAL
544
Capital Analysts LLC
Pennsylvania
$9K – – –
LWA
545
Lenox Wealth Advisors
New York
$9K – – –
TFM
546
TFC Financial Management
Massachusetts
$9K – – –
CSB
547
City State Bank
Iowa
$9K +$8.33K +76 New
HWA
548
HHM Wealth Advisors
Tennessee
$8K -$2.63K -24 -26%
MFT
549
Moisand Fitzgerald Tamayo
Florida
$8K – – –
PA
550
PSI Advisors
Florida
$8K – – –
20 21
22
23 24

IYR Hedge Fund Activity: Q4 2021 in Review

578 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2021, worth a combined $7.37B — up 0.35% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IYR positions and 36 closed out — a net gain of 88 holders — while 176 added to existing stakes and 161 trimmed.

The largest buyer was LPL Financial, adding an estimated $51.2M. The largest seller was Barclays, cutting an estimated $292M.

  • 578 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2021, up from 502 in Q3 2021.
  • Funds reported $7.37B of iShares US Real Estate ETF stock for Q4 2021, up 0.35% quarter-over-quarter.
  • 124 funds opened new iShares US Real Estate ETF positions in Q4 2021 and 36 closed out, a net change of +88 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2021 was LPL Financial, an estimated $51.2M added.
  • The largest iShares US Real Estate ETF seller in Q4 2021 was Barclays, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2021.