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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
N
76
Natixis
France
$6.95M +$3.17M +30,000 +88%
TCM
77
Twele Capital Management
Minnesota
$6.87M +$305K +2,889 +5%
MGIA
78
Matthew Goff Investment Advisor
Texas
$6.48M -$47.6K -451 -0.7%
CW
79
Connectus Wealth
Ohio
$6.46M +$5.87M +55,665 New
Citigroup
80
Citigroup
New York
$6.37M -$7.27M -68,840 -54%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$6.31M -$1.77M -16,817 -22%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$6.27M +$392K +3,710 +7%
MWM
83
Mission Wealth Management
California
$6.26M -$336K -3,183 -5%
SMFG
84
Sumitomo Mitsui Financial Group
Japan
$6.2M +$399K +3,780 +7%
NW
85
Naviter Wealth
Arkansas
$6.16M +$642K +6,084 +12%
AFG
86
Arkansas Financial Group
Arkansas
$6M -$5.14M -48,706 -47%
PFA
87
Pinnacle Family Advisors
Missouri
$5.96M -$1.01M -9,584 -15%
SWA
88
SOA Wealth Advisors
New York
$5.88M -$55.4K -525 -1%
BFM
89
Boothbay Fund Management
New York
$5.85M +$5.7M +54,053 New
SF
90
Synovus Financial
Georgia
$5.72M +$1.46M +13,810 +35%
GWM
91
Geneos Wealth Management
Colorado
$5.62M +$95.8K +908 +2%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$5.53M +$1.15M +10,922 +27%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$5.46M -$3.25M -30,801 -38%
CCM
94
Chilton Capital Management
Texas
$5.38M +$442K +4,187 +9%
FPCP
95
Fort Point Capital Partners
California
$5.37M +$5.24M +49,660 New
IAN
96
Integrated Advisors Network
Texas
$5.11M +$119K +1,126 +2%
CC
97
Courier Capital
New York
$5.09M +$56.7K +537 +1%
PCM
98
Pinz Capital Management
New York
$5.07M +$4.94M +46,800 New
EC
99
Estate Counselors
Wisconsin
$5.06M -$823K -7,795 -14%
WIC
100
Whitegate Investment Counselors
New Hampshire
$5.04M -$124K -1,174 -2%

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.