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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
PWP
551
Personal Wealth Partners
Minnesota
-$606K -5,599 Closed
PAG
552
Paladin Advisory Group
Iowa
-$516K -5,171 Closed
CCM
553
Crabel Capital Management
California
-$539K -4,985 Closed
SB
554
Sunflower Bank
Texas
-$513K -4,736 Closed
LSA
555
L & S Advisors
California
-$478K -4,414 Closed
PCM
556
Prelude Capital Management
New York
-$405K -3,744 Closed
IWN
557
Independent Wealth Network
Iowa
-$390K -3,605 Closed
GTCM
558
Gyon Technologies Capital Management
New Jersey
-$348K -3,217 Closed
CF
559
Centaurus Financial
California
-$291K -2,690 Closed
KA
560
Kercheville Advisors
Texas
-$287K -2,650 Closed
CIA
561
Capital Investment Advisors
Georgia
-$284K -2,629 Closed
MSFS
562
Main Street Financial Solutions
Pennsylvania
-$273K -2,523 Closed
AG
563
Appleton Group
Wisconsin
-$271K -2,507 Closed
MHS
564
M Holdings Securities
Oregon
-$266K -2,454 Closed
WG
565
Winton Group
United Kingdom
-$257K -2,378 Closed
T
566
TRUADVICE
Florida
-$239K -2,360 Closed
BRWA
567
B. Riley Wealth Advisors
Florida
-$246K -2,271 Closed
JIC
568
Joel Isaacson & Co
New York
-$245K -2,266 Closed
WS
569
Wedbush Securities
California
-$238K -2,196 Closed
EH
570
Equitable Holdings
New York
-$231K -2,131 Closed
AWA
571
Arkadios Wealth Advisors
Georgia
-$225K -2,076 Closed
IFG
572
Independent Financial Group
California
-$224K -2,072 Closed
CWP
573
CFM Wealth Partners
Texas
-$222K -2,053 Closed
CAG
574
Csenge Advisory Group
Florida
-$221K -2,045 Closed
QTM
575
qPULA Trading Management
New York
-$216K -2,000 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.