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iShares US Real Estate ETF

545 hedge funds and large institutions have $6.03B invested in iShares US Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 165 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.07% more ownership

Funds ownership: 102.2%111.27% (+9.1%)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

6% less funds holding

Funds holding: 578545 (-33)

14% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 192

18% less capital invested

Capital invested by funds: $7.37B → $6.03B (-$1.34B)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

81% less call options, than puts

Call options by funds: $362M | Put options by funds: $1.92B

Holders
545
Holders Change
-33
Holders Change %
-5.71%
% of All Funds
8.6%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
56
Increased
165
Reduced
192
Closed
84
Calls
$362M
Puts
$1.92B
Net Calls
-$1.56B
Net Calls Change
-$914M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
526
Capital Asset Advisory Services
Michigan
$5K
Koshinski Asset Management
527
Koshinski Asset Management
Illinois
$4.33K
SW
528
SVB Wealth
Massachusetts
$4K -$196K -1,861 -98%
HDIM
529
Hanson & Doremus Investment Management
Vermont
$4K -$1.9K -18 -31%
MFC
530
Morris Financial Concepts
South Carolina
$4K
NC
531
NewSquare Capital
Pennsylvania
$3K -$1.69K -16 -35%
CFN
532
Cordasco Financial Network
Florida
$3K +$106 +1 +4%
UFF
533
USA Financial Formulas
Michigan
$2K -$5.28K -50 -78%
IRC
534
Investors Research Corp
Georgia
$2K +$1.05K +10 +143%
WA
535
Win Advisors
Florida
$2K +$2.11K +20 New
EWM
536
Endurance Wealth Management
Rhode Island
$1K
LWANC
537
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
MIM
538
Macroview Investment Management
Maryland
$1K
SFG
539
Steward Financial Group
Texas
$1K
WCAMG
540
Woodard & Company Asset Management Group
North Carolina
$1K
AWM
541
Angeles Wealth Management
California
$1K +$950 +9 New
BCMLT
542
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$1.37K +13 New
KFS
543
Kelly Financial Services
Massachusetts
$664
Mitsubishi UFJ Trust & Banking
544
Mitsubishi UFJ Trust & Banking
Japan
-$40.6M -350,000 Closed
Bank of Nova Scotia
545
Bank of Nova Scotia
Ontario, Canada
-$31.9M -275,000 Closed
JMF
546
Johnson Midwest Financial
Iowa
-$21.8M -187,526 Closed
FCC
547
Florin Court Capital
United Kingdom
-$16.6M -143,300 Closed
Balyasny Asset Management
548
Balyasny Asset Management
Illinois
-$14.7M -139,348 Closed
HVM
549
Harvest Volatility Management
Connecticut
-$15.9M -136,652 Closed
CAC
550
Core Alternative Capital
Georgia
-$10.9M -93,565 Closed

IYR Hedge Fund Activity: Q1 2022 in Review

545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2022, worth a combined $6.03B — down 18% from $7.37B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 165 added.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Barclays, cutting an estimated $924M.

  • 545 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2022, down from 578 in Q4 2021.
  • Funds reported $6.03B of iShares US Real Estate ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 56 funds opened new iShares US Real Estate ETF positions in Q1 2022 and 84 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2022 was Morgan Stanley, an estimated $153M added.
  • The largest iShares US Real Estate ETF seller in Q1 2022 was Barclays, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2022.