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iShares US Real Estate ETF

545 hedge funds and large institutions have $6.03B invested in iShares US Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 165 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.07% more ownership

Funds ownership: 102.2%111.27% (+9.1%)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

6% less funds holding

Funds holding: 578545 (-33)

14% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 192

18% less capital invested

Capital invested by funds: $7.37B → $6.03B (-$1.34B)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

81% less call options, than puts

Call options by funds: $362M | Put options by funds: $1.92B

Holders
545
Holders Change
-33
Holders Change %
-5.71%
% of All Funds
8.6%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
56
Increased
165
Reduced
192
Closed
84
Calls
$362M
Puts
$1.92B
Net Calls
-$1.56B
Net Calls Change
-$914M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
126
J2 Capital Management
Michigan
$3.28M -$88K -834 -3%
NEGWA
127
New England Guild Wealth Advisors
Connecticut
$3.27M +$330K +3,126 +12%
DAS
128
Dynamic Advisor Solutions
Arizona
$3.21M +$2.88M +27,327 +1,166%
BBVA
129
Banco Bilbao Vizcaya Argentaria
Spain
$3.08M +$1.11M +10,491 +59%
KP
130
Keel Point
Alabama
$3.05M +$661K +6,260 +29%
CA
131
Cetera Advisors
Colorado
$3.04M +$144K +1,367 +5%
DF
132
Donoghue Forlines
Massachusetts
$3.03M -$1.01M -9,599 -26%
CI
133
CX Institutional
Indiana
$2.98M +$940K +8,906 +48%
AHC
134
Adell Harriman & Carpenter
Texas
$2.97M -$117K -1,112 -4%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$2.9M +$1.92M +18,234 +217%
William Blair & Company
136
William Blair & Company
Illinois
$2.89M -$133K -1,263 -5%
AAS
137
Avantax Advisory Services
Texas
$2.86M +$634K +6,004 +29%
TA
138
TCM Advisors
West Virginia
$2.76M -$2.63M -24,900 Closed
CWM
139
CarsonAllaria Wealth Management
Illinois
$2.74M +$373K +3,533 +16%
MMA
140
Miracle Mile Advisors
California
$2.72M -$256K -2,426 -9%
RFO
141
RiverGlades Family Offices
Florida
$2.71M +$19.5K +185 +0.7%
BWA
142
BlueSky Wealth Advisors
North Carolina
$2.67M -$48.7K -461 -2%
SPC
143
Sigma Planning Corp
Michigan
$2.65M +$334K +3,167 +15%
CIBC World Market
144
CIBC World Market
Ontario, Canada
$2.58M -$20.7M -196,211 -89%
LPT
145
Legacy Private Trust
Wisconsin
$2.56M +$2.5M +23,687 New
TPCW
146
TD Private Client Wealth
New York
$2.55M +$13.4K +127 +0.5%
Northern Trust
147
Northern Trust
Illinois
$2.5M +$39.5K +374 +2%
Walleye Trading
148
Walleye Trading
New York
$2.48M -$2.69M -25,468 -53%
NL
149
NEPC LLC
Massachusetts
$2.45M
IFPL
150
Investments & Financial Planning LLC
Kentucky
$2.45M +$61.7K +585 +3%

IYR Hedge Fund Activity: Q1 2022 in Review

545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2022, worth a combined $6.03B — down 18% from $7.37B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 165 added.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Barclays, cutting an estimated $924M.

  • 545 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2022, down from 578 in Q4 2021.
  • Funds reported $6.03B of iShares US Real Estate ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 56 funds opened new iShares US Real Estate ETF positions in Q1 2022 and 84 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2022 was Morgan Stanley, an estimated $153M added.
  • The largest iShares US Real Estate ETF seller in Q1 2022 was Barclays, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2022.