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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
PA
576
PFG Advisors
Arizona
-$807K -6,946 Closed
NA
577
NewEdge Advisors
Louisiana
-$635K -5,470 Closed
CW
578
CreativeOne Wealth
Kansas
-$597K -5,143 Closed
BCM
579
Bayesian Capital Management
New York
-$505K -4,345 Closed
JGC
580
J. Goldman & Co
New York
-$462K -3,978 Closed
GM
581
GeoWealth Management
Illinois
-$354K -3,049 Closed
SEI Investments
582
SEI Investments
Pennsylvania
-$351K -3,025 Closed
ARC
583
Advisor Resource Council
Texas
-$337K -2,900 Closed
MWM
584
Mattern Wealth Management
Kansas
-$310K -2,673 Closed
SWA
585
Stratos Wealth Advisors
Ohio
-$297K -2,556 Closed
FUBT
586
First United Bank & Trust
Maryland
-$286K -2,463 Closed
HW
587
Hedeker Wealth
Illinois
-$275K -2,376 Closed
FEM
588
Fulcrum Equity Management
Texas
-$257K -2,213 Closed
NWMG
589
National Wealth Management Group
Ohio
-$246K -2,121 Closed
CWM
590
Cahaba Wealth Management
Georgia
-$241K -2,076 Closed
5L
591
55I LLC
Massachusetts
-$230K -1,980 Closed
Chevy Chase Trust
592
Chevy Chase Trust
Maryland
-$223K -1,921 Closed
KPWS
593
Kestra Private Wealth Services
Texas
-$220K -1,891 Closed
OCM
594
One Capital Management
California
-$218K -1,882 Closed
ACM
595
Arlington Capital Management
Illinois
-$217K -1,869 Closed
CWM
596
Comprehensive Wealth Management
Washington
-$216K -1,860 Closed
JF
597
JSF Financial
California
-$216K -1,856 Closed
BAAM
598
Baker Avenue Asset Management
California
-$215K -1,851 Closed
BFPW
599
BOK Financial Private Wealth
Colorado
-$214K -1,843 Closed
TYCC
600
Texas Yale Capital Corp
Florida
-$213K -1,837 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.