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iShares US Real Estate ETF
IYR

513 hedge funds and large institutions have $3.9B invested in iShares US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 59

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

3% more funds holding

Funds holding: 498 → 513 (+15)

2% less capital invested

Capital invested by funds: $3.98B → $3.9B (-$84.5M)

7.31% less ownership

Funds ownership: 109.38% → 102.07% (-7.3%)

24% less call options, than puts

Call options by funds: $563M | Put options by funds: $738M

Holders
513
Holders Change
+15
Holders Change %
+3.01%
% of All Funds
8.25%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
86
Increased
163
Reduced
141
Closed
59
Calls
$563M
Puts
$738M
Net Calls
-$175M
Net Calls Change
-$226M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$206M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$101M
3
Goldman Sachs
Goldman Sachs
New York
+$71.5M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$33.6M
5
Citigroup
Citigroup
New York
+$28.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$217M
2
Morgan Stanley
Morgan Stanley
New York
-$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
4
CWM
CIBC World Markets
New York
-$97.7M
5
Millennium Management
Millennium Management
New York
-$72M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
126
TCM Advisors
West Virginia
$2.16M – – –
Balyasny Asset Management
127
Balyasny Asset Management
Illinois
$2.16M -$4.03M -48,045 -65%
R
128
Rebalance
California
$2.15M +$2.14M +25,506 New
BOTW
129
Bank of the West
California
$2.12M +$1.15M +13,699 +120%
RFO
130
RiverGlades Family Offices
Florida
$2.11M +$2.11M +25,108 New
KP
131
Keel Point
Alabama
$2.07M – – –
Northern Trust
132
Northern Trust
Illinois
$2.04M -$51.1K -609 -2%
ZCA
133
Zeke Capital Advisors
Pennsylvania
$2.04M +$2.03M +24,172 New
AHC
134
Adell Harriman & Carpenter
Texas
$2.02M -$166K -1,972 -8%
CA
135
Cetera Advisors
Colorado
$1.97M -$496K -5,909 -20%
NEGWA
136
New England Guild Wealth Advisors
Connecticut
$1.97M +$605K +7,210 +44%
TPCW
137
TD Private Client Wealth
New York
$1.97M +$49.3K +587 +3%
Asset Management One
138
Asset Management One
Japan
$1.97M +$186K +2,220 +11%
OAM
139
Oppenheimer Asset Management
New York
$1.97M +$1.96M +23,357 New
RIM
140
Rakuten Investment Management
Japan
$1.93M +$42K +500 +2%
NL
141
NEPC LLC
Massachusetts
$1.9M -$10.3K -123 -0.5%
IFPL
142
Investments & Financial Planning LLC
Kentucky
$1.89M +$1.88M +22,433 New
KOMWMG
143
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.83M +$38.2K +455 +2%
SCM
144
Segantii Capital Management
Hong Kong
$1.81M +$1.8M +21,477 New
BCM
145
Bayesian Capital Management
New York
$1.76M +$1.76M +20,900 New
LWAC
146
Laurel Wealth Advisors (California)
California
$1.71M +$169K +2,008 +11%
QT
147
Quantbot Technologies
New York
$1.7M -$1.02M -12,163 -38%
PFMU
148
Privium Fund Management (UK)
United Kingdom
$1.7M +$1.68M +19,983 New
CB
149
Commerce Bank
Missouri
$1.68M -$110K -1,314 -6%
KAS
150
Kestra Advisory Services
Texas
$1.64M -$89.2K -1,062 -5%
4 5
6
7 8

IYR Hedge Fund Activity: Q4 2022 in Review

513 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2022, worth a combined $3.9B — down 2.1% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IYR positions and 59 closed out — a net gain of 27 holders — while 163 added to existing stakes and 141 trimmed.

The largest buyer was Barclays, adding an estimated $206M. The largest seller was UBS Group, cutting an estimated $217M.

  • 513 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2022, up from 498 in Q3 2022.
  • Funds reported $3.9B of iShares US Real Estate ETF stock for Q4 2022, down 2.1% quarter-over-quarter.
  • 86 funds opened new iShares US Real Estate ETF positions in Q4 2022 and 59 closed out, a net change of +27 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2022 was Barclays, an estimated $206M added.
  • The largest iShares US Real Estate ETF seller in Q4 2022 was UBS Group, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2022.