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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
OPAM
526
Ocean Park Asset Management
California
-$10.1M -93,000 Closed
PRS
527
Pinkerton Retirement Specialists
Idaho
-$10M -92,768 Closed
DCC
528
Dow Chemical Company
Michigan
-$9.41M -87,000 Closed
KCM
529
Karp Capital Management
California
-$9.22M -85,199 Closed
N
530
Natixis
France
-$6.95M -64,171 Closed
CW
531
Connectus Wealth
Ohio
-$6.46M -55,665 Closed
BFM
532
Boothbay Fund Management
New York
-$5.39M -54,053 Closed
FPCP
533
Fort Point Capital Partners
California
-$5.37M -49,660 Closed
PCM
534
Pinz Capital Management
New York
-$5.07M -46,800 Closed
ASFA
535
All Season Financial Advisors
Colorado
-$4.28M -39,580 Closed
CCS
536
Concentric Capital Strategies
Connecticut
-$3.57M -33,000 Closed
JCM
537
J2 Capital Management
Michigan
-$3.28M -30,315 Closed
LPT
538
Legacy Private Trust
Wisconsin
-$2.56M -23,687 Closed
MA
539
Mutual Advisors
Nebraska
-$2.23M -20,607 Closed
FIM
540
Freedom Investment Management
Connecticut
-$1.61M -14,905 Closed
I2I
541
Insight 2811 Inc
Illinois
-$1.29M -11,898 Closed
IGWM
542
ICA Group Wealth Management
Colorado
-$1.05M -10,743 Closed
SC
543
Shay Capital
New York
-$1.08M -10,000 Closed
KCM
544
Kennicott Capital Management
California
-$1.05M -9,742 Closed
CAC
545
Cowen and Company
New York
-$1M -9,276 Closed
MS
546
Maven Securities
Jersey
-$883K -8,861 Closed
Jane Street
547
Jane Street
New York
-$922K -8,523 Closed
FFS
548
Founders Financial Securities
Maryland
-$726K -6,707 Closed
CGH
549
CMG Global Holdings
Texas
-$693K -6,405 Closed
RWA
550
Redhawk Wealth Advisors
Minnesota
-$624K -5,767 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.