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iShares US Real Estate ETF

498 hedge funds and large institutions have $3.98B invested in iShares US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 167 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $991M | Put options by funds: $940M

4% less funds holding

Funds holding: 521498 (-23)

14% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 167

19.65% less ownership

Funds ownership: 129.03%109.38% (-20%)

23% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 71

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

27% less capital invested

Capital invested by funds: $5.48B → $3.98B (-$1.5B)

Holders
498
Holders Change
-23
Holders Change %
-4.41%
% of All Funds
8.58%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.22%
New
55
Increased
143
Reduced
167
Closed
71
Calls
$991M
Puts
$940M
Net Calls
+$51.3M
Net Calls Change
+$982M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
526
Bayesian Capital Management
New York
-$258K -2,800 Closed
ARC
527
Advisor Resource Council
Texas
-$254K -2,765 Closed
HCM
528
HMS Capital Management
Tennessee
-$239K -2,595 Closed
NB
529
Northwest Bancshares
Pennsylvania
-$231K -2,515 Closed
TMWM
530
Taylor & Morgan Wealth Management
Michigan
-$230K -2,504 Closed
CIBC Private Wealth Group
531
CIBC Private Wealth Group
Georgia
-$223K -2,429 Closed
KWM
532
Kingsview Wealth Management
Oregon
-$219K -2,383 Closed
DAS
533
Dynamic Advisor Solutions
Arizona
-$218K -2,367 Closed
FPCG
534
Forum Private Client Group
Indiana
-$217K -2,356 Closed
PCA
535
Personal Capital Advisors
California
-$217K -2,354 Closed
AWS
536
AJ Wealth Strategies
New York
-$213K -2,316 Closed
JIP
537
Jaffetilchin Investment Partners
Florida
-$212K -2,307 Closed
B
538
Bensler
Washington
-$210K -2,288 Closed
RFC
539
Regions Financial Corp
Alabama
-$210K -2,284 Closed
Mercer Global Advisors
540
Mercer Global Advisors
Colorado
-$208K -2,263 Closed
IFWM
541
Institute for Wealth Management
Colorado
-$207K -2,246 Closed
PP
542
Patten & Patten
Tennessee
-$204K -2,223 Closed
EWA
543
EP Wealth Advisors
California
-$154K -1,677 Closed
TFM
544
TFC Financial Management
Massachusetts
-$106K -1,151 Closed
MA
545
Montag & Associates
Georgia
-$92K -1,000 Closed
BMD
546
Better Money Decisions
New Mexico
-$82K -888 Closed
AW
547
ACG Wealth
Georgia
-$62K -675 Closed
NG
548
NWK Group
California
-$40.1K -424 Closed
VVP
549
Venture Visionary Partners
Ohio
-$38.6K -420 Closed
CWP
550
Concord Wealth Partners
Virginia
-$31K -338 Closed

IYR Hedge Fund Activity: Q3 2022 in Review

498 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2022, worth a combined $3.98B — down 27% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of IYR and 55 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 143 added.

The largest buyer was UBS Group, adding an estimated $58.1M. The largest seller was Barclays, cutting an estimated $405M.

  • 498 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2022, down from 521 in Q2 2022.
  • Funds reported $3.98B of iShares US Real Estate ETF stock for Q3 2022, down 27% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q3 2022 and 71 closed out, a net change of -16 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2022 was UBS Group, an estimated $58.1M added.
  • The largest iShares US Real Estate ETF seller in Q3 2022 was Barclays, an estimated $405M sold.

Based on aggregated 13F filings for Q3 2022.