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iShares US Real Estate ETF

521 hedge funds and large institutions have $5.48B invested in iShares US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 177 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.76% more ownership

Funds ownership: 111.27%129.03% (+18%)

4% less funds holding

Funds holding: 545521 (-24)

9% less capital invested

Capital invested by funds: $6.03B → $5.48B (-$550M)

15% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 177

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

66% less call options, than puts

Call options by funds: $481M | Put options by funds: $1.41B

Holders
521
Holders Change
-24
Holders Change %
-4.4%
% of All Funds
8.78%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.29%
New
62
Increased
150
Reduced
177
Closed
84
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
151
Sage Rhino Capital
California
$1.5M +$31.4K +315 +2%
BA
152
Ballew Advisors
Mississippi
$1.47M -$46.5K -466 -3%
Lido Advisors
153
Lido Advisors
California
$1.45M +$499 +5 +0%
VI
154
Vestcor Inc
New Brunswick, Canada
$1.44M +$1.56M +15,600 New
Parallax Volatility Advisers
155
Parallax Volatility Advisers
California
$1.43M +$1.55M +15,577 +1,557,700%
Citadel Advisors
156
Citadel Advisors
Florida
$1.4M +$1.52M +15,252 New
LWAC
157
Laurel Wealth Advisors (California)
California
$1.4M -$116K -1,168 -7%
MCM
158
MAI Capital Management
Ohio
$1.39M +$32.1K +322 +2%
OR
159
Olympiad Research
Connecticut
$1.36M -$3.06M -30,704 -67%
MML Investors Services
160
MML Investors Services
Massachusetts
$1.35M +$45.3K +454 +3%
HWM
161
HB Wealth Management
Georgia
$1.32M +$21.2K +213 +2%
ULWM
162
Upper Left Wealth Management
Florida
$1.32M -$39.4K -395 -3%
HNB
163
Huntington National Bank
Ohio
$1.31M
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$1.31M +$873K +8,753 +163%
B
165
Bailard
California
$1.3M -$10.7M -107,348 -88%
BFM
166
Broadview Financial Management
Wisconsin
$1.3M -$129K -1,291 -8%
TSS
167
Two Sigma Securities
New York
$1.29M +$848K +8,508 +154%
CWM
168
Centric Wealth Management
Illinois
$1.28M +$1.39M +13,947 New
AP
169
Agilis Partners
Massachusetts
$1.26M
Nomura Asset Management
170
Nomura Asset Management
Japan
$1.26M -$3.4M -34,100 -95%
RCAG
171
Rehmann Capital Advisory Group
Michigan
$1.24M -$37.4K -375 -3%
SC
172
Scotia Capital
Ontario, Canada
$1.23M +$4.09K +41 +0.3%
Creative Planning
173
Creative Planning
Kansas
$1.2M +$24.8K +249 +2%
KM
174
Kalos Management
Georgia
$1.17M -$160K -1,600 -11%
TC
175
TAGStone Capital
North Carolina
$1.16M -$2.89K -29 -0.2%

IYR Hedge Fund Activity: Q2 2022 in Review

521 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2022, worth a combined $5.48B — down 9.1% from $6.03B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 62 opened new positions — a net loss of 22 holders — while 177 trimmed existing stakes and 150 added.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Fidelity Investments, cutting an estimated $214M.

  • 521 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2022, down from 545 in Q1 2022.
  • Funds reported $5.48B of iShares US Real Estate ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 62 funds opened new iShares US Real Estate ETF positions in Q2 2022 and 84 closed out, a net change of -22 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $257M added.
  • The largest iShares US Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2022.