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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
OFG
51
Omega Financial Group
California
$12.8M +$1.42M +13,422 +13%
AWM
52
Aries Wealth Management
Maine
$12.8M +$12.5M +118,411 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$12.1M +$791K +7,494 +7%
Renaissance Technologies
54
Renaissance Technologies
New York
$11.4M +$169K +1,600 +2%
RFM
55
Royal Fund Management
Florida
$11.1M +$4.84M +45,898 +81%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$10.8M +$10.5M +99,206 New
SG Americas Securities
57
SG Americas Securities
New York
$10.7M +$1.04M +9,828 +11%
IFAM
58
Institutional & Family Asset Management
Colorado
$10.7M +$544K +5,155 +6%
Marshall Wace
59
Marshall Wace
United Kingdom
$10.6M +$10.4M +98,187 New
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$10.5M +$8.87M +84,002 +654%
Allianz Asset Management
61
Allianz Asset Management
Germany
$10.4M +$10.1M +95,700 New
OPAM
62
Ocean Park Asset Management
California
$10.1M +$1.94M +18,350 +25%
PRS
63
Pinkerton Retirement Specialists
Idaho
$10M -$4.79M -45,398 -33%
Truist Financial
64
Truist Financial
North Carolina
$9.87M +$472K +4,472 +5%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$9.65M +$765K +7,249 +9%
MFG
66
Magnus Financial Group
New York
$9.54M +$530K +5,018 +6%
DCC
67
Dow Chemical Company
Michigan
$9.41M
KCM
68
Karp Capital Management
California
$9.22M -$1.39M -13,148 -13%
BFG
69
Barber Financial Group
Kansas
$9.05M -$14.6M -138,375 -62%
GB
70
Gunma Bank
Japan
$8.87M +$4.75M +45,000 +122%
CCFM
71
Clear Creek Financial Management
Washington
$8.1M -$927K -8,779 -10%
SI
72
Stephens Inc
Arkansas
$7.51M +$187K +1,772 +3%
IA
73
IFP Advisors
Florida
$7.4M -$1.69M -16,058 -15%
FCFC
74
First Citizens Financial Corp
Iowa
$7.05M -$64.4K -610 -0.9%
EE
75
EWG Elevate
California
$7.04M +$3.46M +32,760 +102%

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.