We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

498 hedge funds and large institutions have $3.98B invested in iShares US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 167 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $991M | Put options by funds: $940M

4% less funds holding

Funds holding: 521498 (-23)

14% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 167

19.65% less ownership

Funds ownership: 129.03%109.38% (-20%)

23% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 71

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

27% less capital invested

Capital invested by funds: $5.48B → $3.98B (-$1.5B)

Holders
498
Holders Change
-23
Holders Change %
-4.41%
% of All Funds
8.58%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.22%
New
55
Increased
143
Reduced
167
Closed
71
Calls
$991M
Puts
$940M
Net Calls
+$51.3M
Net Calls Change
+$982M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$2.12M +$1.22M +12,867 +91%
AHC
127
Adell Harriman & Carpenter
Texas
$2.11M -$93.1K -983 -4%
Principal Financial Group
128
Principal Financial Group
Iowa
$2.09M +$311K +3,282 +15%
TA
129
TCM Advisors
West Virginia
$2.08M
CPO
130
Cerity Partners OCIO
New York
$2.02M -$690K -7,294 -23%
Northern Trust
131
Northern Trust
Illinois
$2.02M -$14.9K -157 -0.6%
KP
132
Keel Point
Alabama
$2M
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$2M +$2.19M +23,183 +1,738%
AIP
134
Almanack Investment Partners
Pennsylvania
$1.88M +$1.2M +12,696 +122%
TPCW
135
TD Private Client Wealth
New York
$1.86M
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$1.85M -$797K -8,421 -27%
NL
137
NEPC LLC
Massachusetts
$1.85M
RIM
138
Rakuten Investment Management
Japan
$1.8M
CB
139
Commerce Bank
Missouri
$1.73M -$47.3K -500 -2%
KOMWMG
140
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.73M -$55.6K -587 -3%
Asset Management One
141
Asset Management One
Japan
$1.71M -$3.04M -32,160 -60%
PAG
142
Private Advisor Group
New Jersey
$1.69M -$16.3K -172 -0.8%
KAS
143
Kestra Advisory Services
Texas
$1.67M -$133K -1,410 -6%
AAS
144
Avantax Advisory Services
Texas
$1.66M -$174K -1,838 -8%
Prudential Financial
145
Prudential Financial
New Jersey
$1.61M +$1.16M +12,212 +159%
CIBC World Market
146
CIBC World Market
Ontario, Canada
$1.59M -$331K -3,501 -15%
Invesco
147
Invesco
Georgia
$1.56M +$999K +10,553 +122%
RK
148
Rather & Kittrell
Tennessee
$1.55M +$7.48K +79 +0.4%
AI
149
Atom Investors
Texas
$1.54M
Brown Advisory
150
Brown Advisory
Maryland
$1.53M -$62.2K -657 -3%

IYR Hedge Fund Activity: Q3 2022 in Review

498 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2022, worth a combined $3.98B — down 27% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of IYR and 55 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 143 added.

The largest buyer was UBS Group, adding an estimated $58.1M. The largest seller was Barclays, cutting an estimated $405M.

  • 498 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2022, down from 521 in Q2 2022.
  • Funds reported $3.98B of iShares US Real Estate ETF stock for Q3 2022, down 27% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q3 2022 and 71 closed out, a net change of -16 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2022 was UBS Group, an estimated $58.1M added.
  • The largest iShares US Real Estate ETF seller in Q3 2022 was Barclays, an estimated $405M sold.

Based on aggregated 13F filings for Q3 2022.