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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
BCM
101
Brookstone Capital Management
Illinois
$5.03M -$47.2M -447,010 -91%
OR
102
Olympiad Research
Connecticut
$4.92M -$1.11M -10,548 -19%
CPO
103
Cerity Partners OCIO
New York
$4.87M -$620K -5,879 -12%
Asset Management One
104
Asset Management One
Japan
$4.51M -$144K -1,360 -3%
ASFA
105
All Season Financial Advisors
Colorado
$4.28M +$4.18M +39,580 New
RPCA
106
Running Point Capital Advisors
California
$4.2M +$1.4M +13,283 +52%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$4.18M +$3.8K +36 +0.1%
GPA
108
Guidance Point Advisors
Massachusetts
$4.08M -$9.18K -87 -0.2%
GA
109
GoalVest Advisory
New York
$4.05M +$3.95M +37,409 New
AFO
110
Allie Family Office
Florida
$4.03M +$1.84M +17,408 +88%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$3.99M +$4.86K +46 +0.1%
AIM
112
Alhambra Investment Management
Florida
$3.98M +$281K +2,664 +8%
SCP
113
Stamos Capital Partners
California
$3.98M +$247K +2,340 +7%
SSWM
114
Sheets Smith Wealth Management
North Carolina
$3.9M
Nomura Asset Management
115
Nomura Asset Management
Japan
$3.87M +$549K +5,200 +17%
UWM
116
USAdvisors Wealth Management
Minnesota
$3.74M -$1.09M -10,337 -7%
JWA
117
JFS Wealth Advisors
Pennsylvania
$3.72M +$70.1K +664 +2%
GT
118
Glenview Trust
Kentucky
$3.7M -$459K -4,353 -11%
AFG
119
Allegheny Financial Group
Pennsylvania
$3.59M +$41.7K +395 +1%
CCS
120
Concentric Capital Strategies
Connecticut
$3.57M +$3.48M +33,000 New
Bank of New York Mellon
121
Bank of New York Mellon
New York
$3.47M +$496K +4,703 +17%
FHA
122
First Horizon Advisors
Tennessee
$3.46M -$1.09M -10,312 -24%
DWA
123
Delos Wealth Advisors
Texas
$3.37M +$203K +1,928 +7%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$3.37M -$2.19M -20,715 -40%
SCM
125
SCS Capital Management
Massachusetts
$3.33M +$3.25M +30,792 New

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.