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iShares US Real Estate ETF

498 hedge funds and large institutions have $3.98B invested in iShares US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 167 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $991M | Put options by funds: $940M

4% less funds holding

Funds holding: 521498 (-23)

14% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 167

19.65% less ownership

Funds ownership: 129.03%109.38% (-20%)

23% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 71

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

27% less capital invested

Capital invested by funds: $5.48B → $3.98B (-$1.5B)

Holders
498
Holders Change
-23
Holders Change %
-4.41%
% of All Funds
8.58%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.22%
New
55
Increased
143
Reduced
167
Closed
71
Calls
$991M
Puts
$940M
Net Calls
+$51.3M
Net Calls Change
+$982M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
51
Institutional & Family Asset Management
Colorado
$8.02M -$37.9K -400 -0.4%
ERSOT
52
Employees Retirement System of Texas
Texas
$7.97M +$1.46M +15,398 +19%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$7.93M +$3.25M +34,346 +54%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$7.87M -$781K -8,254 -8%
Osaic Holdings
55
Osaic Holdings
Arizona
$7.84M -$1.55M -16,376 -15%
IA
56
IFP Advisors
Florida
$7.41M +$14.1K +149 +0.2%
MFG
57
Magnus Financial Group
New York
$7.35M -$36.1K -381 -0.4%
ECM
58
Element Capital Management
New York
$7.12M +$8.28M +87,500 New
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$6.9M +$452K +4,779 +6%
Bank Julius Baer & Co
60
Bank Julius Baer & Co
Switzerland
$6.78M +$6.76M +71,391 +599%
IP
61
Interval Partners
New York
$6.62M +$7.69M +81,250 New
QIM
62
Quantitative Investment Management
Virginia
$6.02M +$6.99M +73,890 New
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$6M -$7.39M -78,095 -51%
SI
64
Stephens Inc
Arkansas
$5.69M -$127K -1,341 -2%
SG Americas Securities
65
SG Americas Securities
New York
$5.68M +$20.9K +221 +0.3%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$5.67M -$3.62M -38,218 -35%
SCM
67
SCS Capital Management
Massachusetts
$5.63M +$2.43M +25,681 +59%
AF
68
Alerus Financial
North Dakota
$5.43M +$6.31M +66,683 New
Truist Financial
69
Truist Financial
North Carolina
$5.37M +$29.9K +316 +0.5%
FCFC
70
First Citizens Financial Corp
Iowa
$5.24M -$57.4K -606 -0.9%
TCM
71
Twele Capital Management
Minnesota
$5.18M +$75.8K +801 +1%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$5.07M +$2.23M +23,510 +61%
TRCT
73
Tower Research Capital (TRC)
New York
$4.95M +$5.75M +60,735 +76,880%
WTB
74
Washington Trust Bank
Washington
$4.95M +$2.32M +24,504 +68%
AFM
75
Anson Funds Management
Texas
$4.9M -$691K -7,300 -11%

IYR Hedge Fund Activity: Q3 2022 in Review

498 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2022, worth a combined $3.98B — down 27% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of IYR and 55 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 143 added.

The largest buyer was UBS Group, adding an estimated $58.1M. The largest seller was Barclays, cutting an estimated $405M.

  • 498 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2022, down from 521 in Q2 2022.
  • Funds reported $3.98B of iShares US Real Estate ETF stock for Q3 2022, down 27% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q3 2022 and 71 closed out, a net change of -16 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2022 was UBS Group, an estimated $58.1M added.
  • The largest iShares US Real Estate ETF seller in Q3 2022 was Barclays, an estimated $405M sold.

Based on aggregated 13F filings for Q3 2022.