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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
DF
151
Donoghue Forlines
Massachusetts
$1.51M +$96.8K +1,023 +6%
LWAC
152
Laurel Wealth Advisors (California)
California
$1.49M +$297K +3,136 +21%
PFS
153
Prospera Financial Services
Texas
$1.49M -$2.6M -27,422 -60%
EAM
154
Evanson Asset Management
California
$1.49M
BWA
155
BlueSky Wealth Advisors
North Carolina
$1.49M -$182K -1,924 -10%
SBL
156
Sargent Bickham Lagudis
Colorado
$1.47M +$1.06M +11,147 +161%
CI
157
Cordant Inc
Oregon
$1.43M -$45K -475 -3%
IFO
158
Independent Family Office
New York
$1.4M
BBP
159
Banco BTG Pactual
Brazil
$1.4M +$1.62M +17,136 New
H
160
HoyleCohen
California
$1.39M -$3.79K -40 -0.2%
SPC
161
Sigma Planning Corp
Michigan
$1.38M -$250K -2,644 -13%
CAM
162
Cresset Asset Management
Illinois
$1.37M -$3.22K -34 -0.2%
GC
163
Garde Capital
Washington
$1.36M -$9.47K -100 -0.6%
FTUS
164
Flow Traders U.S.
New York
$1.35M +$1.57M +16,584 New
SRC
165
Sage Rhino Capital
California
$1.33M +$1.32K +14 +0.1%
MCM
166
MAI Capital Management
Ohio
$1.33M +$116K +1,224 +8%
NEGWA
167
New England Guild Wealth Advisors
Connecticut
$1.32M -$714K -7,547 -32%
Lido Advisors
168
Lido Advisors
California
$1.31M +$26K +275 +2%
PFC
169
Phocas Financial Corp
California
$1.31M +$487K +5,144 +47%
NW
170
Naviter Wealth
Arkansas
$1.29M -$1.78M -18,853 -54%
AI
171
Atria Investments
North Carolina
$1.28M +$346K +3,650 +30%
TC
172
TAGStone Capital
North Carolina
$1.26M +$270K +2,849 +23%
BA
173
Ballew Advisors
Mississippi
$1.26M +$7.95K +84 +0.5%
WEPOG
174
Wealth Enhancement & Preservation of GA
Georgia
$1.24M +$1.14M +12,035 +376%
HT
175
HAP Trading
New York
$1.24M +$1.44M +15,235 New

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.