iShares US Real Estate ETF
578 hedge funds and large institutions have $7.37B invested in iShares US Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 176 increasing their positions, 161 reducing their positions, and 36 closing their positions.
244% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 36
23% more funds holding in top 10
Funds holding in top 10: 22 → 27 (+5)
15% more funds holding
Funds holding: 502 → 578 (+76)
1.62% more ownership
Funds ownership: 100.58% → 102.2% (+1.6%)
9% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 161
0% more capital invested
Capital invested by funds: $7.35B → $7.37B (+$25.6M)
62% less call options, than puts
Call options by funds: $401M | Put options by funds: $1.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$51.2M |
| 2 |
Goldman Sachs
New York
|
+$51M |
| 3 |
Two Sigma Investments
New York
|
+$46.2M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$34.1M |
| 5 |
BlackRock
New York
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$292M |
| 2 |
Morgan Stanley
New York
|
-$246M |
| 3 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$156M |
| 4 |
JP Morgan Chase
New York
|
-$137M |
| 5 |
CWM
CIBC World Markets
New York
|
-$132M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
601
GAMCO Investors
Greenwich,
Connecticut
| – | -$259K | -2,525 | Closed |
|
|
GRP
602
Global Retirement Partners
San Rafael,
California
| – | -$254K | -2,479 | Closed |
|
|
WI
603
Wintrust Investments
Chicago,
Illinois
| – | -$245K | -2,389 | Closed |
|
|
BMD
604
Better Money Decisions
Santa Fe,
New Mexico
| – | -$89K | -872 | Closed |
|
|
CAGAS
605
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$45K | -444 | Closed |
|
|
MA
606
MCF Advisors
Covington,
Kentucky
| – | -$40K | -390 | Closed |
|
|
SFP
607
Sterling Financial Planning
Sparta,
New Jersey
| – | -$11K | -104 | Closed |
|
608
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$5K | -47 | Closed |
|
|
WT
609
Whittier Trust
South Pasadena,
California
| – | -$5K | -45 | Closed |
|
|
BCMIO
610
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$1K | -14 | Closed |
|
|
JFGIW
611
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$1K | -9 | Closed |
|
IYR Hedge Fund Activity: Q4 2021 in Review
578 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2021, worth a combined $7.37B — up 0.35% from $7.35B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new IYR positions and 36 closed out — a net gain of 88 holders — while 176 added to existing stakes and 161 trimmed.
The largest buyer was LPL Financial, adding an estimated $51.2M. The largest seller was Barclays, cutting an estimated $292M.
- 578 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2021, up from 502 in Q3 2021.
- Funds reported $7.37B of iShares US Real Estate ETF stock for Q4 2021, up 0.35% quarter-over-quarter.
- 124 funds opened new iShares US Real Estate ETF positions in Q4 2021 and 36 closed out, a net change of +88 holders.
- The largest iShares US Real Estate ETF buyer in Q4 2021 was LPL Financial, an estimated $51.2M added.
- The largest iShares US Real Estate ETF seller in Q4 2021 was Barclays, an estimated $292M sold.
Based on aggregated 13F filings for Q4 2021.