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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
EW
101
Enzi Wealth
Texas
$3.2M +$3.44M +36,369 New
JG
102
Jefferies Group
New York
$3.2M +$330K +3,481 +10%
GPA
103
Guidance Point Advisors
Massachusetts
$3.19M +$8.61K +91 +0.2%
FHA
104
First Horizon Advisors
Tennessee
$3.18M -$117K -1,234 -3%
Neuberger Berman Group
105
Neuberger Berman Group
New York
$3.15M +$37.6K +397 +1%
DWA
106
Delos Wealth Advisors
Texas
$3.07M +$394K +4,162 +12%
RPCA
107
Running Point Capital Advisors
California
$3.04M -$179K -1,896 -5%
William Blair & Company
108
William Blair & Company
Illinois
$3.03M -$163K -1,724 -4%
AFG
109
Allegheny Financial Group
Pennsylvania
$3.01M +$336K +3,554 +11%
PAG
110
Private Advisory Group
Washington
$2.95M +$3.43M +36,279 New
SSWM
111
Sheets Smith Wealth Management
North Carolina
$2.93M
JWA
112
JFS Wealth Advisors
Pennsylvania
$2.79M +$757 +8 +0%
GT
113
Glenview Trust
Kentucky
$2.77M +$355K +3,753 +12%
SCP
114
Stamos Capital Partners
California
$2.65M
QT
115
Quantbot Technologies
New York
$2.64M +$1.36M +14,336 +79%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$2.4M +$1.22M +12,870 +77%
MS
117
Maven Securities
Jersey
$2.4M +$2.79M +29,451 New
CA
118
Cetera Advisors
Colorado
$2.39M -$44K -465 -2%
UWM
119
USAdvisors Wealth Management
Minnesota
$2.38M +$379K +4,005 +4%
CWM
120
CarsonAllaria Wealth Management
Illinois
$2.35M +$236K +2,490 +9%
RA
121
Rodgers & Associates
Pennsylvania
$2.3M +$1.08M +11,461 +68%
CI
122
CX Institutional
Indiana
$2.29M -$402K -4,244 -13%
Bank of New York Mellon
123
Bank of New York Mellon
New York
$2.25M +$3.5K +37 +0.1%
VI
124
Vestcor Inc
New Brunswick, Canada
$2.25M +$1.14M +12,000 +77%
AFO
125
Allie Family Office
Florida
$2.14M +$476K +5,030 +24%

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.