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iShares US Real Estate ETF
IYR

458 hedge funds and large institutions have $3.06B invested in iShares US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 161 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

13.46% more ownership

Funds ownership: 102.38% → 115.83% (+13%)

6% more capital invested

Capital invested by funds: $2.89B → $3.06B (+$173M)

1% more call options, than puts

Call options by funds: $598M | Put options by funds: $594M

5% less funds holding

Funds holding: 481 → 458 (-23)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

26% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 65

30% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 161

Holders
458
Holders Change
-23
Holders Change %
-4.78%
% of All Funds
7.27%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
48
Increased
113
Reduced
161
Closed
65
Calls
$598M
Puts
$594M
Net Calls
+$3.51M
Net Calls Change
+$312M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$227M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$99.2M
3
Morgan Stanley
Morgan Stanley
New York
+$88.1M
4
Citigroup
Citigroup
New York
+$72M
5
Squarepoint
Squarepoint
New York
+$44.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$85.8M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$41.9M
3
QIM
Quantitative Investment Management
Virginia
-$27.8M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$21.7M
5
Twin Tree Management
Twin Tree Management
Texas
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
101
CarsonAllaria Wealth Management
Illinois
$2.76M +$152K +1,788 +5%
Citadel Advisors
102
Citadel Advisors
Florida
$2.68M -$1.61M -18,902 -36%
KCM
103
KM Capital Management
Texas
$2.65M +$2.89M +33,907 New
LPT
104
Legacy Private Trust
Wisconsin
$2.6M -$215K -2,521 -7%
JWA
105
JFS Wealth Advisors
Pennsylvania
$2.51M -$14.2K -167 -0.5%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$2.49M +$2.72M +31,915 New
SF
107
Synovus Financial
Georgia
$2.44M -$154K -1,803 -5%
QT
108
Quantbot Technologies
New York
$2.43M +$949K +11,140 +56%
MS
109
Maven Securities
Jersey
$2.22M -$83K -974 -3%
TA
110
TCM Advisors
West Virginia
$2.16M – – –
LGA
111
Lebenthal Global Advisors
New York
$2.12M +$2.31M +27,087 New
PCH
112
PGIM Custom Harvest
New Jersey
$2.09M +$357K +4,184 +19%
SFA
113
Sequoia Financial Advisors
Ohio
$2.07M – – –
RFO
114
RiverGlades Family Offices
Florida
$2.06M +$106K +1,240 +5%
AFO
115
Allie Family Office
Florida
$2.05M +$38.3K +449 +2%
KAS
116
Kestra Advisory Services
Texas
$2.03M +$704K +8,259 +47%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$1.88M -$196K -2,299 -9%
RIM
118
Rakuten Investment Management
Japan
$1.88M – – –
CCA
119
Checchi Capital Advisers
California
$1.86M – – –
Comerica Bank
120
Comerica Bank
Texas
$1.83M +$1.99M +23,380 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$1.79M +$9.33M +109,521 +486%
RA
122
Regis Acquisition
Colorado
$1.78M -$1.82M -21,386 -48%
NL
123
NEPC LLC
Massachusetts
$1.76M – – –
FRM
124
Fox Run Management
Connecticut
$1.74M -$1.48M -17,400 -44%
CI
125
Cordant Inc
Oregon
$1.74M +$513K +6,020 +37%
3 4
5
6 7

IYR Hedge Fund Activity: Q3 2023 in Review

458 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2023, worth a combined $3.06B — up 6% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IYR and 48 opened new positions — a net loss of 17 holders — while 161 trimmed existing stakes and 113 added.

The largest buyer was Goldman Sachs, adding an estimated $227M. The largest seller was Bank of America, cutting an estimated $85.8M.

  • 458 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2023, down from 481 in Q2 2023.
  • Funds reported $3.06B of iShares US Real Estate ETF stock for Q3 2023, up 6% quarter-over-quarter.
  • 48 funds opened new iShares US Real Estate ETF positions in Q3 2023 and 65 closed out, a net change of -17 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2023 was Goldman Sachs, an estimated $227M added.
  • The largest iShares US Real Estate ETF seller in Q3 2023 was Bank of America, an estimated $85.8M sold.

Based on aggregated 13F filings for Q3 2023.