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

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$131M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$13.7M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$241M
5
Twin Tree Management
5
Twin Tree Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
526
Thompson Siegel & Walmsley
Virginia
– -$90K -981 Closed
CCM
527
Cutler Capital Management
Massachusetts
– -$103K -886 Closed
Fifth Third Bancorp
528
Fifth Third Bancorp
Ohio
– -$48.1K -526 Closed
FWP
529
FAS Wealth Partners
Kansas
– -$37.3K -408 Closed
USGIU
530
U.S. Global Investors (USGI)
Texas
– -$36.6K -400 Closed
JFA
531
JNBA Financial Advisors
Minnesota
– -$33.4K -365 Closed
BONH
532
Bank of New Hampshire
New Hampshire
– -$32K -350 Closed
NFSG
533
Newbridge Financial Services Group
Florida
– -$29.7K -325 Closed
GCM
534
Gables Capital Management
Florida
– -$27.4K -300 Closed
TIM
535
Tortoise Investment Management
New York
– -$27.4K -300 Closed
TC
536
Trust Company
Kansas
– -$21.5K -235 Closed
TWC
537
TD Waterhouse Canada
Ontario, Canada
– -$18K -201 Closed
FWM
538
Focused Wealth Management
New York
– -$14.1K -154 Closed
TWM
539
Tradition Wealth Management
Minnesota
– -$14K -151 Closed
PS
540
Planned Solutions
California
– -$11.3K -124 Closed
CAM
541
Clarity Asset Management
Iowa
– -$10.8K -118 Closed
NFA
542
Northwest Financial Advisors
Virginia
– -$10.8K -118 Closed
RIM
543
Rockbridge Investment Management
New York
– -$8.59K -94 Closed
FA
544
Faithward Advisors
Pennsylvania
– -$5.46K -64 Closed
FBC
545
Fairfield, Bush & Co
Connecticut
– -$5.49K -60 Closed
BWP
546
Baldwin Wealth Partners
Massachusetts
– -$3.29K -36 Closed
ODG
547
O'Dell Group
Ohio
– -$3.2K -35 Closed
EWM
548
Evermay Wealth Management
Virginia
– -$2.47K -27 Closed
WT
549
Whittier Trust
California
– -$1.83K -20 Closed
PFA
550
Pathway Financial Advisers
Indiana
– -$1.27K -14 Closed
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