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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
IWA
601
IBEX Wealth Advisors
New Jersey
-$211K -1,820 Closed
PP
602
PDS Planning
Ohio
-$210K -1,810 Closed
MCCP
603
Mission Creek Capital Partners
California
-$209K -1,803 Closed
PA
604
Pinnacle Associates
New York
-$209K -1,801 Closed
HGERS
605
Householder Group Estate & Retirement Specialist
Arizona
-$208K -1,795 Closed
TPWA
606
TRUE Private Wealth Advisors
Oregon
-$208K -1,793 Closed
DBRC
607
D.B. Root & Company
Pennsylvania
-$206K -1,778 Closed
TT
608
TI-Trust
Illinois
-$205K -1,763 Closed
FTUS
609
Flow Traders U.S.
New York
-$202K -1,740 Closed
CST
610
Charles Schwab Trust
Nevada
-$200K -1,721 Closed
WAM
611
Wolverine Asset Management
Illinois
-$191K -1,652 Closed
SCM
612
Shelton Capital Management
Colorado
-$175K -1,510 Closed
PCMC
613
Paragon Capital Management (Colorado)
Colorado
-$123K -1,061 Closed
TCWM
614
Total Clarity Wealth Management
Illinois
-$107K -925 Closed
Jones Financial Companies
615
Jones Financial Companies
Missouri
-$70K -600 Closed
USGIU
616
U.S. Global Investors (USGI)
Texas
-$58K -500 Closed
SFM
617
Signet Financial Management
New Jersey
-$47K -401 Closed
AC
618
AlphaCore Capital
California
-$24K -205 Closed
FA
619
Faithward Advisors
Pennsylvania
-$12K -100 Closed
GI
620
Gradient Investments
Minnesota
-$12K -100 Closed
HWA
621
HHM Wealth Advisors
Tennessee
-$8K -67 Closed
RPCONE
622
Retirement Planning Company of New England
Rhode Island
-$6K -53 Closed
TLFA
623
True Link Financial Advisors
California
-$5K -44 Closed
CTC
624
Central Trust Company
Missouri
-$5K -39 Closed
CWS
625
Confluence Wealth Services
Pennsylvania
-$3K -30 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.