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iShares US Real Estate ETF
IYR

Overview Fund Activity

470 hedge funds and large institutions have $4.67B invested in iShares US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 160 reducing their positions, and 80 closing their positions.

Holders
470
Holders Change
-42
Holders Change %
-8.2%
% of All Funds
6.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
41
Increased
153
Reduced
160
Closed
80
Calls
$642M
Puts
$590M
Net Calls
+$51.9M
Net Calls Change
+$297M

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$75.6M
2
Bank of America
2
Bank of America
North Carolina
$219M
3
Barclays
3
Barclays
United Kingdom
$1.18B
4
BAM
4
Bayview Asset Management
Florida
$53.9M
5
UBS Group
5
UBS Group
Switzerland
$177M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$131M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$13.7M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$241M
5
Twin Tree Management
5
Twin Tree Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GB
101
Gunma Bank
Japan
$2.79M – – –
CCA
102
Checchi Capital Advisers
California
$2.77M +$618K +6,871 +29%
JWA
103
JFS Wealth Advisors
Pennsylvania
$2.69M +$37.9K +422 +1%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$2.68M -$791K -8,798 -23%
MCC
105
Money Concepts Capital
Florida
$2.58M +$2.58M +28,695 New
TA
106
TCM Advisors
West Virginia
$2.57M -$2.55M – –
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$2.48M +$281K +3,131 +13%
PP
108
Paloma Partners
Connecticut
$2.42M +$2.42M +26,868 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$2.4M -$728K -8,101 -23%
FW
110
Fairway Wealth
Ohio
$2.39M – – –
EFG
111
Embree Financial Group
Illinois
$2.38M -$511K -5,682 -18%
Marshall Wace
112
Marshall Wace
United Kingdom
$2.33M -$1.58M -17,606 -40%
William Blair & Company
113
William Blair & Company
Illinois
$2.31M -$87.7K -976 -4%
KCM
114
KM Capital Management
Texas
$2.28M -$673K -7,489 -23%
MWM
115
Modern Wealth Management
Kansas
$2.27M +$345K +3,834 +18%
LGA
116
Lebenthal Global Advisors
New York
$2.27M -$70.3K -782 -3%
AFO
117
Allie Family Office
Florida
$2.25M -$56.1K -624 -2%
RIM
118
Rakuten Investment Management
Japan
$2.17M – – –
KAS
119
Kestra Advisory Services
Texas
$2.17M +$112K +1,244 +5%
RFO
120
RiverGlades Family Offices
Florida
$2.1M -$205K -2,370 -9%
BCM
121
Bayesian Capital Management
New York
$2.09M +$1.36M +15,114 +187%
SFA
122
Sequoia Financial Advisors
Ohio
$2.08M -$144K -1,603 -6%
BFM
123
Broadview Financial Management
Wisconsin
$2.07M +$309K +3,436 +18%
NL
124
NEPC LLC
Massachusetts
$2.03M – – –
CH
125
Canton Hathaway
Rhode Island
$1.99M +$1.99M +22,175 New
3 4
5
6 7