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iShares US Real Estate ETF
IYR

Overview Fund Activity

512 hedge funds and large institutions have $5.26B invested in iShares US Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 131 increasing their positions, 155 reducing their positions, and 47 closing their positions.

Holders
512
Holders Change
+56
Holders Change %
+12.28%
% of All Funds
7.51%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
107
Increased
131
Reduced
155
Closed
47
Calls
$957M
Puts
$1.2B
Net Calls
-$245M
Net Calls Change
-$248M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$1.13B
2
CWM
2
CIBC World Markets
New York
$425M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$177M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$112M
5
UBS Group
5
UBS Group
Switzerland
$128M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$187M
2
Morgan Stanley
2
Morgan Stanley
New York
$345M
3
Bank of America
3
Bank of America
North Carolina
$154M
4
Citigroup
4
Citigroup
New York
$42.8M
5
Squarepoint
5
Squarepoint
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$5.15M 56,339 +281 +0.5%
RA
77
Regis Acquisition
Colorado
$5.14M 56,189 +33,377 +146%
MGIA
78
Matthew Goff Investment Advisor
Texas
$5.07M 55,512 -679 -1%
RPCA
79
Running Point Capital Advisors
California
$4.98M 54,534 +16,820 +45%
CM
80
Caption Management
Oklahoma
$4.75M 52,000 +52,000 New
CC
81
Courier Capital
New York
$4.72M 51,595 +153 +0.3%
IFAM
82
Institutional & Family Asset Management
Colorado
$4.7M 51,364 -64,287 -56%
JF
83
Jump Financial
Illinois
$4.63M 50,610 +50,610 New
WIC
84
Whitegate Investment Counselors
New Hampshire
$4.54M 49,677 -2,884 -5%
GT
85
Glenview Trust
Kentucky
$4.5M 49,202 +28,965 +143%
Truist Financial
86
Truist Financial
North Carolina
$4.16M 45,512 +488 +1%
OPAM
87
Ocean Park Asset Management
California
$4.16M 45,511 +45,511 New
Marshall Wace
88
Marshall Wace
United Kingdom
$3.98M 43,506 -152,123 -78%
SI
89
Stephens Inc
Arkansas
$3.96M 43,306 -10,140 -19%
SCM
90
Stevens Capital Management
Pennsylvania
$3.86M 42,200 +42,200 New
Asset Management One
91
Asset Management One
Japan
$3.78M 40,860 +40,860 New
FTUS
92
Flow Traders U.S.
New York
$3.75M 40,991 +40,991 New
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$3.66M 40,000 +40,000 New
AFG
94
Allegheny Financial Group
Pennsylvania
$3.65M 39,944 -468 -1%
FCFC
95
First Citizens Financial Corp
Iowa
$3.6M 39,437 -10,221 -21%
RA
96
Rodgers & Associates
Pennsylvania
$3.6M 39,346 +1,864 +5%
CWM
97
CarsonAllaria Wealth Management
Illinois
$3.58M 39,145 +3,878 +11%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$3.53M 38,624 +6,709 +21%
HF
99
HRT Financial
New York
$3.46M 37,858 +28,846 +320%
JGC
100
J. Goldman & Co
New York
$3.45M 37,745 – –
2 3
4
5 6