IYR icon

iShares US Real Estate ETF
IYR

Overview Fund Activity

512 hedge funds and large institutions have $5.26B invested in iShares US Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 131 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+56
Holders Change %
+12.28%
% of All Funds
7.51%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
107
Increased
131
Reduced
155
Closed
47
Calls
$957M
Puts
$1.2B
Net Calls
-$245M
Net Calls Change
-$248M

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.13B
2
CWM
CIBC World Markets
New York
$425M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$177M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$112M
5
UBS Group
UBS Group
Switzerland
$128M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$187M
2
Morgan Stanley
Morgan Stanley
New York
$345M
3
Bank of America
Bank of America
North Carolina
$154M
4
Citigroup
Citigroup
New York
$42.8M
5
Squarepoint
Squarepoint
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
151
Avantax Advisory Services
Texas
$1.72M -$171K -1,869 -9%
JFG
152
Jefferies Financial Group
New York
$1.69M +$1.69M +18,475 New
PAG
153
Private Advisor Group
New Jersey
$1.68M +$18.8K +206 +1%
RK
154
Rather & Kittrell
Tennessee
$1.67M +$34.6K +378 +2%
EAM
155
Evanson Asset Management
California
$1.67M – – –
OAM
156
Oppenheimer Asset Management
New York
$1.59M +$1.59M +17,393 New
GC
157
Garde Capital
Washington
$1.58M +$4.84K +53 +0.3%
MCM
158
Moore Capital Management
New York
$1.55M +$1.55M +17,000 New
SOS
159
Silver Oak Securities
Tennessee
$1.55M +$763K +8,344 +97%
AHC
160
Adell Harriman & Carpenter
Texas
$1.53M -$152K -1,666 -9%
BA
161
Ballew Advisors
Mississippi
$1.48M +$24.8K +277 +2%
AP
162
Agilis Partners
Massachusetts
$1.46M +$28K +306 +2%
SCP
163
Stamos Capital Partners
California
$1.45M -$314K -3,430 -18%
BWA
164
BlueSky Wealth Advisors
North Carolina
$1.42M -$20.5K -224 -1%
NL
165
NWAM LLC
Washington
$1.42M +$1.05M +11,481 +282%
IUHSA
166
Itau Unibanco Holding S.A.
Brazil
$1.41M – – –
TC
167
TAGStone Capital
North Carolina
$1.39M -$33.2K -363 -2%
PA
168
Parkside Advisors
California
$1.39M +$1.39M +15,172 New
CB
169
Commerce Bank
Missouri
$1.33M -$172K -1,883 -11%
IAN
170
Integrated Advisors Network
Texas
$1.31M +$147K +1,605 +13%
Creative Planning
171
Creative Planning
Kansas
$1.29M -$133K -1,453 -9%
MCM
172
MAI Capital Management
Ohio
$1.27M -$11.3K -124 -0.9%
GI
173
GLOBALT Investments
Georgia
$1.26M +$1.26M +13,761 New
ULWM
174
Upper Left Wealth Management
Florida
$1.23M +$154K +1,685 +14%
Brown Advisory
175
Brown Advisory
Maryland
$1.19M -$514K -5,622 -30%
5 6
7
8 9