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iShares US Real Estate ETF

470 hedge funds and large institutions have $8.25B invested in iShares US Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

85% more capital invested

Capital invested by funds: $4.46B → $8.25B (+$3.79B)

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

17.28% more ownership

Funds ownership: 95.99%113.27% (+17%)

8% more funds holding

Funds holding: 436470 (+34)

73% less call options, than puts

Call options by funds: $345M | Put options by funds: $1.27B

Holders
470
Holders Change
+34
Holders Change %
+7.8%
% of All Funds
8.18%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
71
Increased
160
Reduced
131
Closed
33
Calls
$345M
Puts
$1.27B
Net Calls
-$922M
Net Calls Change
-$846M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$6.4M +$4.9M +49,359 +367%
MGIA
77
Matthew Goff Investment Advisor
Texas
$6.29M -$2.25M -22,651 -27%
TCM
78
Twele Capital Management
Minnesota
$6.27M +$1.73M +17,425 +40%
EC
79
Estate Counselors
Wisconsin
$6.26M -$8.78M -88,470 -59%
AIM
80
Alhambra Investment Management
Florida
$5.92M -$371K -3,742 -6%
Truist Financial
81
Truist Financial
North Carolina
$5.91M +$316K +3,187 +6%
MWM
82
Mattern Wealth Management
Kansas
$5.86M +$5.49M +55,354 New
CPO
83
Cerity Partners OCIO
New York
$5.44M -$88.1K -888 -2%
SWA
84
SOA Wealth Advisors
New York
$5.39M +$35.9K +362 +0.7%
WIC
85
Whitegate Investment Counselors
New Hampshire
$5.17M +$8.04K +81 +0.2%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$5.13M +$402K +4,049 +9%
EE
87
EWG Elevate
California
$4.99M +$4.84M +48,741 New
GM
88
GeoWealth Management
Illinois
$4.88M +$758K +7,636 +19%
GWM
89
Geneos Wealth Management
Colorado
$4.88M +$6.45K +65 +0.1%
CC
90
Courier Capital
New York
$4.81M +$26.6K +268 +0.6%
FHA
91
First Horizon Advisors
Tennessee
$4.79M -$2.27M -22,898 -33%
Asset Management One
92
Asset Management One
Japan
$4.78M +$4.65M +46,870 New
BS
93
Banco Santander
Spain
$4.52M +$464K +4,678 +12%
HT
94
HAP Trading
New York
$4.42M +$4.31M +43,386 New
CG
95
Cutler Group
California
$4.4M -$164K -1,648 -4%
CCM
96
Chilton Capital Management
Texas
$4.35M +$4.24M +42,665 New
Neuberger Berman Group
97
Neuberger Berman Group
New York
$4.31M +$14.9K +150 +0.4%
MC
98
Martin & Co
Tennessee
$4.28M -$226K -2,275 -5%
Parallax Volatility Advisers
99
Parallax Volatility Advisers
California
$4.24M +$4.12M +41,546 New
AFG
100
Arkansas Financial Group
Arkansas
$4.22M +$27.3K +275 +0.7%

IYR Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2021, worth a combined $8.25B — up 85% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IYR positions and 33 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was Barclays, adding an estimated $1.48B. The largest seller was Susquehanna International Group, cutting an estimated $197M.

  • 470 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2021, up from 436 in Q1 2021.
  • Funds reported $8.25B of iShares US Real Estate ETF stock for Q2 2021, up 85% quarter-over-quarter.
  • 71 funds opened new iShares US Real Estate ETF positions in Q2 2021 and 33 closed out, a net change of +38 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2021 was Barclays, an estimated $1.48B added.
  • The largest iShares US Real Estate ETF seller in Q2 2021 was Susquehanna International Group, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2021.