We are live on ! Find out more
IYR icon

iShares US Real Estate ETF
IYR

470 hedge funds and large institutions have $8.25B invested in iShares US Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

85% more capital invested

Capital invested by funds: $4.46B → $8.25B (+$3.79B)

58% more funds holding in top 10

Funds holding in top 10: 12 → 19 (+7)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

17.28% more ownership

Funds ownership: 95.99% → 113.27% (+17%)

8% more funds holding

Funds holding: 436 → 470 (+34)

73% less call options, than puts

Call options by funds: $345M | Put options by funds: $1.27B

Holders
470
Holders Change
+34
Holders Change %
+7.8%
% of All Funds
8.18%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
71
Increased
160
Reduced
131
Closed
33
Calls
$345M
Puts
$1.27B
Net Calls
-$922M
Net Calls Change
-$846M

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$1.48B
2
CWM
CIBC World Markets
New York
+$765M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$540M
4
Morgan Stanley
Morgan Stanley
New York
+$371M
5
AP
Advisors Preferred
Maryland
+$75.9M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$197M
2
USAA
United Services Automobile Association
Texas
-$108M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$87.9M
4
SG Americas Securities
SG Americas Securities
New York
-$55.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$51.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
126
Commerce Bank
Missouri
$2.4M -$3.47K -35 -0.1%
KM
127
Kalos Management
Georgia
$2.36M +$2.2M +22,177 New
NEGWA
128
New England Guild Wealth Advisors
Connecticut
$2.35M +$2.28M +22,999 New
RPCA
129
Running Point Capital Advisors
California
$2.31M +$1.37M +13,832 +158%
RFO
130
RiverGlades Family Offices
Florida
$2.29M +$27.5K +277 +1%
RIM
131
Rakuten Investment Management
Japan
$2.28M – – –
CI
132
Cordant Inc
Oregon
$2.24M – – –
CL
133
Cabana LLC
Arkansas
$2.18M +$2.12M +21,399 New
Northern Trust
134
Northern Trust
Illinois
$2.17M +$180K +1,811 +9%
OR
135
Olympiad Research
Connecticut
$2.17M +$1.73M +17,451 +459%
PP
136
Paloma Partners
Connecticut
$2.11M +$1.75M +17,660 +588%
PAG
137
Private Advisor Group
New Jersey
$2.1M -$79.4K -800 -4%
ACM
138
AlphaStar Capital Management
North Carolina
$2.04M +$1.91M +19,213 New
SFS
139
Sowell Financial Services
Arkansas
$1.97M -$113K -1,136 -6%
TSS
140
Two Sigma Securities
New York
$1.92M +$1.87M +18,866 New
BA
141
Ballew Advisors
Mississippi
$1.9M -$1.87M -18,829 -51%
William Blair & Company
142
William Blair & Company
Illinois
$1.87M +$1.17M +11,754 +178%
EAM
143
Evanson Asset Management
California
$1.87M – – –
KAS
144
Kestra Advisory Services
Texas
$1.86M +$43.5K +438 +2%
IFO
145
Independent Family Office
New York
$1.85M – – –
RFC
146
Regions Financial Corp
Alabama
$1.84M -$843K -8,492 -32%
AAS
147
Avantax Advisory Services
Texas
$1.79M +$17.7K +178 +1%
GC
148
Garde Capital
Washington
$1.76M -$298 -3 -0%
Man Group
149
Man Group
United Kingdom
$1.72M +$1.68M +16,887 New
SRC
150
Sage Rhino Capital
California
$1.69M +$12.3K +124 +0.8%
4 5
6
7 8

IYR Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2021, worth a combined $8.25B — up 85% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IYR positions and 33 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was Barclays, adding an estimated $1.48B. The largest seller was Susquehanna International Group, cutting an estimated $197M.

  • 470 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2021, up from 436 in Q1 2021.
  • Funds reported $8.25B of iShares US Real Estate ETF stock for Q2 2021, up 85% quarter-over-quarter.
  • 71 funds opened new iShares US Real Estate ETF positions in Q2 2021 and 33 closed out, a net change of +38 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2021 was Barclays, an estimated $1.48B added.
  • The largest iShares US Real Estate ETF seller in Q2 2021 was Susquehanna International Group, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2021.