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iShares US Real Estate ETF
IYR

578 hedge funds and large institutions have $7.37B invested in iShares US Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 176 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 36

23% more funds holding in top 10

Funds holding in top 10: 22 → 27 (+5)

15% more funds holding

Funds holding: 502 → 578 (+76)

1.62% more ownership

Funds ownership: 100.58% → 102.2% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 161

0% more capital invested

Capital invested by funds: $7.35B → $7.37B (+$25.6M)

62% less call options, than puts

Call options by funds: $401M | Put options by funds: $1.05B

Holders
578
Holders Change
+76
Holders Change %
+15.14%
% of All Funds
8.9%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.42%
New
124
Increased
176
Reduced
161
Closed
36
Calls
$401M
Puts
$1.05B
Net Calls
-$645M
Net Calls Change
+$359M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$51.2M
2
Goldman Sachs
Goldman Sachs
New York
+$51M
3
Two Sigma Investments
Two Sigma Investments
New York
+$46.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$34.1M
5
BlackRock
BlackRock
New York
+$23.6M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$292M
2
Morgan Stanley
Morgan Stanley
New York
-$246M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$156M
4
JP Morgan Chase
JP Morgan Chase
New York
-$137M
5
CWM
CIBC World Markets
New York
-$132M
Name Holding Trade Value Shares
Change 		Change in
Stake
E
151
Ergoteles
New York
$2.47M +$2.33M +21,296 New
Man Group
152
Man Group
United Kingdom
$2.44M +$2.3M +20,979 New
CI
153
Cordant Inc
Oregon
$2.43M -$72.6K -663 -3%
AAS
154
Avantax Advisory Services
Texas
$2.38M +$169K +1,540 +8%
RK
155
Rather & Kittrell
Tennessee
$2.35M +$2.22M +20,267 New
AFO
156
Allie Family Office
Florida
$2.3M +$2.17M +19,790 New
IFPL
157
Investments & Financial Planning LLC
Kentucky
$2.3M +$2.42M +22,060 New
SG
158
StoneX Group
New York
$2.28M +$1.6M +14,611 +291%
BRWA
159
B. Riley Wealth Advisors
Florida
$2.28M +$106K +971 +5%
SFS
160
Sowell Financial Services
Arkansas
$2.25M -$34.7K -317 -2%
Principal Financial Group
161
Principal Financial Group
Iowa
$2.2M +$1.79M +16,305 +618%
AF
162
Alerus Financial
North Dakota
$2.18M +$2.05M +18,748 New
LWAC
163
Laurel Wealth Advisors (California)
California
$2.16M +$2.04M +18,626 New
CI
164
CX Institutional
Indiana
$2.16M +$1.11M +10,124 +119%
EAM
165
Evanson Asset Management
California
$2.13M – – –
AIA
166
Acute Investment Advisory
Arizona
$2.12M +$2M +18,269 New
BBVA
167
Banco Bilbao Vizcaya Argentaria
Spain
$2.07M -$23.1M -211,040 -92%
CAM
168
Cresset Asset Management
Illinois
$2.07M -$6.57K -60 -0.3%
H
169
HoyleCohen
California
$2.04M +$2.19K +20 +0.1%
KOMWMG
170
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.02M +$1.22M +11,124 +178%
GC
171
Garde Capital
Washington
$2.01M +$4.6K +42 +0.2%
IFO
172
Independent Family Office
New York
$2M +$1.88M +17,176 New
ACP
173
Aveo Capital Partners
Colorado
$1.99M +$1.06M +9,677 +130%
BCM
174
Bluefin Capital Management
New York
$1.96M +$1.27M +11,600 +219%
SBL
175
Sargent Bickham Lagudis
Colorado
$1.9M +$1.22M +11,112 +211%
5 6
7
8 9

IYR Hedge Fund Activity: Q4 2021 in Review

578 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2021, worth a combined $7.37B — up 0.35% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IYR positions and 36 closed out — a net gain of 88 holders — while 176 added to existing stakes and 161 trimmed.

The largest buyer was LPL Financial, adding an estimated $51.2M. The largest seller was Barclays, cutting an estimated $292M.

  • 578 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2021, up from 502 in Q3 2021.
  • Funds reported $7.37B of iShares US Real Estate ETF stock for Q4 2021, up 0.35% quarter-over-quarter.
  • 124 funds opened new iShares US Real Estate ETF positions in Q4 2021 and 36 closed out, a net change of +88 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2021 was LPL Financial, an estimated $51.2M added.
  • The largest iShares US Real Estate ETF seller in Q4 2021 was Barclays, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2021.