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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
RIM
151
Rakuten Investment Management
Japan
$2.44M
CB
152
Commerce Bank
Missouri
$2.42M -$48.4K -459 -2%
KAS
153
Kestra Advisory Services
Texas
$2.39M -$1.29M -12,248 -36%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$2.37M +$606K +5,742 +36%
SG
155
StoneX Group
New York
$2.33M +$201K +1,905 +10%
VWA
156
V Wealth Advisors
Kansas
$2.32M +$2.26M +21,441 New
PAG
157
Private Advisor Group
New Jersey
$2.29M -$25.1K -238 -1%
AllianceBernstein
158
AllianceBernstein
Tennessee
$2.29M +$1.57M +14,835 +235%
KOMWMG
159
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.24M +$351K +3,322 +19%
MA
160
Mutual Advisors
Nebraska
$2.23M -$6.77M -64,162 -76%
CI
161
Cordant Inc
Oregon
$2.14M -$116K -1,100 -5%
RK
162
Rather & Kittrell
Tennessee
$2.09M -$103K -978 -5%
EAM
163
Evanson Asset Management
California
$1.98M
H
164
HoyleCohen
California
$1.88M -$18.5K -175 -1%
AI
165
Atom Investors
Texas
$1.86M -$1.9M -17,967 -51%
IFO
166
Independent Family Office
New York
$1.86M
GC
167
Garde Capital
Washington
$1.85M -$27K -256 -1%
RA
168
Rodgers & Associates
Pennsylvania
$1.84M +$325K +3,083 +22%
CAM
169
CenterStar Asset Management
Illinois
$1.84M
BA
170
Ballew Advisors
Mississippi
$1.81M -$37.3K -353 -2%
CAM
171
Cresset Asset Management
Illinois
$1.79M -$137K -1,300 -7%
LWAC
172
Laurel Wealth Advisors (California)
California
$1.77M -$239K -2,262 -12%
SRC
173
Sage Rhino Capital
California
$1.73M +$46.5K +441 +3%
Lido Advisors
174
Lido Advisors
California
$1.71M +$69K +654 +4%
PFS
175
Prospera Financial Services
Texas
$1.68M +$121K +1,145 +8%

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.