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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
TWP
576
Tempus Wealth Planning
California
-$212K -1,955 Closed
FGAM
577
Financial Gravity Asset Management
Texas
-$28.3K -1,944 Closed
KTA
578
Keeley-Teton Advisors
Illinois
-$210K -1,940 Closed
BDAM
579
Blue Door Asset Management
Connecticut
-$207K -1,916 Closed
ANTB
580
AMG National Trust Bank
Colorado
-$202K -1,865 Closed
TFO
581
Tarbox Family Office
California
-$162K -1,500 Closed
CM
582
Capula Management
Cayman Islands
-$147K -1,471 Closed
BIP
583
Blueprint Investment Partners
North Carolina
-$133K -1,353 Closed
CT
584
Caldwell Trust
Florida
-$103K -950 Closed
Optiver Holding
585
Optiver Holding
Netherlands
-$50K -460 Closed
FPS
586
Fieldpoint Private Securities
Connecticut
-$49K -449 Closed
BFEC
587
Benjamin F. Edwards & Company
Missouri
-$42K -392 Closed
ZB
588
Zions Bancorporation
Utah
-$33K -307 Closed
ADL
589
Asset Dedication LLC
California
-$31K -289 Closed
T
590
TCWP
Ohio
-$22K -212 Closed
TCM
591
Tradewinds Capital Management
Washington
-$15K -142 Closed
EWM
592
EPG Wealth Management
Georgia
-$12K -110 Closed
CTB
593
Country Trust Bank
Illinois
-$12K -109 Closed
AP
594
Advisors Preferred
Maryland
-$11K -100 Closed
FCG
595
Financial Connections Group
California
-$10K -100 Closed
GLLW
596
Graves Light Lenhart Wealth
Virginia
-$10K -94 Closed
Koshinski Asset Management
597
Koshinski Asset Management
Illinois
-$4.33K -40 Closed
SW
598
SVB Wealth
Massachusetts
-$4K -39 Closed
WA
599
Win Advisors
Florida
-$2K -20 Closed
CG
600
Cutler Group
California
+$299 +3 New

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.