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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
MGIA
76
Matthew Goff Investment Advisor
Texas
$4.85M -$13.5K -143 -0.2%
EC
77
Estate Counselors
Wisconsin
$4.85M +$1.43M +15,075 +34%
JP Morgan Chase
78
JP Morgan Chase
New York
$4.72M -$45M -475,305 -89%
AFG
79
Arkansas Financial Group
Arkansas
$4.66M -$27.6K -292 -0.5%
Citigroup
80
Citigroup
New York
$4.62M -$10.3M -109,155 -66%
RFM
81
Royal Fund Management
Florida
$4.49M +$10.5K +111 +0.2%
E
82
Ergoteles
New York
$4.44M +$5.16M +54,498 New
BHCM
83
Brevan Howard Capital Management
Jersey
$4.19M +$4.87M +51,486 New
SWA
84
SOA Wealth Advisors
New York
$4.17M +$568 +6 +0%
WIC
85
Whitegate Investment Counselors
New Hampshire
$4.17M +$569K +6,015 +13%
MWM
86
Mission Wealth Management
California
$4.15M -$229K -2,423 -5%
HF
87
HRT Financial
New York
$4.14M +$4.82M +50,880 New
GWM
88
Geneos Wealth Management
Colorado
$4.12M +$298K +3,150 +7%
SSA
89
Schonfeld Strategic Advisors
New York
$4.05M +$336K +3,545 +8%
CM
90
Capula Management
Cayman Islands
$4.01M +$4.67M +49,315 New
CCM
91
Chilton Capital Management
Texas
$4M -$4.26K -45 -0.1%
CC
92
Courier Capital
New York
$3.93M +$22.2K +234 +0.5%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$3.81M -$5.48M -57,897 -55%
IAN
94
Integrated Advisors Network
Texas
$3.72M -$236K -2,491 -5%
WQ
95
Wealth Quarterback
New Jersey
$3.7M +$132K +1,392 +3%
SMFG
96
Sumitomo Mitsui Financial Group
Japan
$3.65M -$580K -6,127 -12%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$3.6M -$4.76M -50,320 -53%
AIM
98
Alhambra Investment Management
Florida
$3.45M +$139K +1,466 +4%
SF
99
Synovus Financial
Georgia
$3.38M -$234K -2,476 -6%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$3.33M -$1.5M -15,892 -28%

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.