iShares US Real Estate ETF
495 hedge funds and large institutions have $4.03B invested in iShares US Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 124 increasing their positions, 180 reducing their positions, and 57 closing their positions.
17.24% more ownership
Funds ownership: 102.07% → 119.31% (+17%)
4% more capital invested
Capital invested by funds: $3.9B → $4.03B (+$139M)
4% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 57
4% less funds holding
Funds holding: 513 → 495 (-18)
31% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 180
38% less funds holding in top 10
Funds holding in top 10: 16 → 10 (-6)
50% less call options, than puts
Call options by funds: $609M | Put options by funds: $1.22B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$132M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$64.2M |
| 3 |
Two Sigma Advisers
New York
|
+$51.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$51.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$46.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$103M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$94.6M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$33.7M |
| 4 |
E
Ergoteles
New York
|
-$26.4M |
| 5 |
Citigroup
New York
|
-$21.5M |
IYR Hedge Fund Activity: Q1 2023 in Review
495 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2023, worth a combined $4.03B — up 3.6% from $3.9B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new IYR positions and 57 closed out — a net gain of 2 holders — while 124 added to existing stakes and 180 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $132M. The largest seller was Goldman Sachs, cutting an estimated $103M.
- 495 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2023, down from 513 in Q4 2022.
- Funds reported $4.03B of iShares US Real Estate ETF stock for Q1 2023, up 3.6% quarter-over-quarter.
- 59 funds opened new iShares US Real Estate ETF positions in Q1 2023 and 57 closed out, a net change of +2 holders.
- The largest iShares US Real Estate ETF buyer in Q1 2023 was Morgan Stanley, an estimated $132M added.
- The largest iShares US Real Estate ETF seller in Q1 2023 was Goldman Sachs, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2023.