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iShares US Real Estate ETF
IYR

Overview Fund Activity

479 hedge funds and large institutions have $2.89B invested in iShares US Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
-14
Holders Change %
-2.84%
% of All Funds
7.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
125
Reduced
189
Closed
56
Calls
$400M
Puts
$709M
Net Calls
-$309M
Net Calls Change
+$304M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$169M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$42.5M
3
Bank of America
Bank of America
North Carolina
$307M
4
QIM
Quantitative Investment Management
Virginia
$27.8M
5
Goldman Sachs
Goldman Sachs
New York
$121M

Top Sellers

1
Barclays
Barclays
United Kingdom
$31.1M
2
CWM
CIBC World Markets
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$315M
4
UBS Group
UBS Group
Switzerland
$60.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
151
TAGStone Capital
North Carolina
$1.34M -$7.96K -92 -0.6%
AP
152
Agilis Partners
Massachusetts
$1.31M -$27.7K -320 -2%
Lido Advisors
153
Lido Advisors
California
$1.3M -$52.2K -603 -4%
H
154
HoyleCohen
California
$1.3M -$120K -1,385 -8%
NL
155
NWAM LLC
Washington
$1.3M +$474K +5,479 +57%
MFS
156
Mirabella Financial Services
United Kingdom
$1.29M +$1.29M +14,958 New
PFS
157
Prospera Financial Services
Texas
$1.22M -$156K -1,808 -11%
MCM
158
MAI Capital Management
Ohio
$1.21M -$70.2K -811 -5%
Creative Planning
159
Creative Planning
Kansas
$1.18M +$72.2K +834 +6%
ASN
160
Advisory Services Network
Georgia
$1.17M -$17.5K -202 -1%
IAN
161
Integrated Advisors Network
Texas
$1.15M -$28.9K -334 -2%
BCM
162
Bayesian Capital Management
New York
$1.15M -$2.09M -24,200 -65%
1832 Asset Management
163
1832 Asset Management
Ontario, Canada
$1.1M +$115K +1,334 +12%
SOS
164
Silver Oak Securities
Tennessee
$1.07M +$79.3K +916 +8%
HNB
165
Huntington National Bank
Ohio
$1.06M -$1.05M – –
HI
166
HBK Investments
Texas
$1.05M +$1.05M +12,146 New
SIAM
167
Sterling Investment Advisors (Missouri)
Missouri
$1.05M +$1.99K +23 +0.2%
ULWM
168
Upper Left Wealth Management
Florida
$1.03M -$7.36K -85 -0.7%
William Blair & Company
169
William Blair & Company
Illinois
$1.03M -$191K -2,202 -16%
CAM
170
Cresset Asset Management
Illinois
$1.02M +$28.6K +331 +3%
PFP
171
Pinnacle Financial Partners
Tennessee
$995K +$1.3K +15 +0.1%
PFC
172
Phocas Financial Corp
California
$990K – – –
RCAG
173
Rehmann Capital Advisory Group
Michigan
$989K -$13.8K -160 -1%
SWA
174
Stratos Wealth Advisors
Ohio
$984K -$2.42K -28 -0.2%
NFG
175
Nations Financial Group
Iowa
$967K +$164K +1,892 +20%
5 6
7
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