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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 %
CAM
101
Crestone Asset Management
Colorado
$3.44M 37,675 -1,487 -4%
PNAA
102
Pictet North America Advisors
Switzerland
$3.42M 37,434 – –
SSWM
103
Sheets Smith Wealth Management
North Carolina
$3.29M 36,000 – –
Neuberger Berman Group
104
Neuberger Berman Group
New York
$3.25M 35,522 -170 -0.5%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$3.18M 34,794 -53,220 -60%
GPA
106
Guidance Point Advisors
Massachusetts
$3.13M 34,177 -4,852 -12%
SWA
107
SOA Wealth Advisors
New York
$3.11M 33,992 -1,584 -4%
KCM
108
KM Capital Management
Texas
$3M 32,806 -1,101 -3%
EFG
109
Embree Financial Group
Illinois
$2.94M 32,176 +32,176 New
Principal Financial Group
110
Principal Financial Group
Iowa
$2.92M 31,970 +31,970 New
RCMF
111
RK Capital Management (Florida)
Florida
$2.85M 31,200 +31,200 New
GB
112
Gunma Bank
Japan
$2.83M 31,000 -100,000 -76%
UW
113
Unique Wealth
Florida
$2.71M 29,629 +22,532 +317%
JWA
114
JFS Wealth Advisors
Pennsylvania
$2.7M 29,524 -2,597 -8%
TPWA
115
TRUE Private Wealth Advisors
Oregon
$2.66M 29,095 +29,095 New
FIA
116
FNY Investment Advisers
New York
$2.61M 28,500 +28,500 New
WIM
117
Waycross Investment Management
Washington
$2.57M 28,166 +28,166 New
Verition Fund Management
118
Verition Fund Management
Connecticut
$2.57M 28,126 -33,750 -55%
Envestnet Portfolio Solutions
119
Envestnet Portfolio Solutions
Illinois
$2.56M 27,980 +23,914 +588%
TA
120
TCM Advisors
West Virginia
– – – –
William Blair & Company
121
William Blair & Company
Illinois
$2.44M 26,683 +6,007 +29%
FW
122
Fairway Wealth
Ohio
$2.43M 26,586 +26,586 New
FCBT
123
First Citizens Bank & Trust
North Carolina
$2.39M 26,101 +26,101 New
LGA
124
Lebenthal Global Advisors
New York
$2.38M 26,017 -1,070 -4%
AFO
125
Allie Family Office
Florida
$2.35M 25,653 -500 -2%
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5
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