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iShares US Real Estate ETF
IYR

Overview Fund Activity

470 hedge funds and large institutions have $4.67B invested in iShares US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 160 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-42
Holders Change %
-8.2%
% of All Funds
6.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
41
Increased
153
Reduced
160
Closed
80
Calls
$642M
Puts
$590M
Net Calls
+$51.9M
Net Calls Change
+$297M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$75.6M
2
Bank of America
Bank of America
North Carolina
$219M
3
Barclays
Barclays
United Kingdom
$1.18B
4
BAM
Bayview Asset Management
Florida
$53.9M
5
UBS Group
UBS Group
Switzerland
$177M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$131M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$13.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
Morgan Stanley
Morgan Stanley
New York
$241M
5
Twin Tree Management
Twin Tree Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
151
BlueSky Wealth Advisors
North Carolina
$1.4M -$1.08K -12 -0.1%
IUHSA
152
Itau Unibanco Holding S.A.
Brazil
$1.39M – – –
TC
153
TAGStone Capital
North Carolina
$1.37M +$4.5K +50 +0.3%
PA
154
Parkside Advisors
California
$1.37M +$9.98K +111 +0.7%
NFG
155
Nations Financial Group
Iowa
$1.37M +$207K +2,303 +18%
Creative Planning
156
Creative Planning
Kansas
$1.35M +$85.2K +948 +7%
CM
157
Caption Management
Oklahoma
$1.35M -$3.33M -37,000 -71%
IAN
158
Integrated Advisors Network
Texas
$1.34M +$48.5K +539 +4%
AHC
159
Adell Harriman & Carpenter
Texas
$1.33M -$180K -2,000 -12%
MA
160
Mutual Advisors
Nebraska
$1.31M +$1.31M +14,531 New
CB
161
Commerce Bank
Missouri
$1.3M -$5.84K -65 -0.4%
1832 Asset Management
162
1832 Asset Management
Ontario, Canada
$1.3M -$13.2M -147,345 -91%
SCP
163
Stamos Capital Partners
California
$1.25M -$170K -1,890 -12%
MCM
164
MAI Capital Management
Ohio
$1.23M -$17.5K -195 -1%
JE
165
JMAC Enterprises
Pennsylvania
$1.23M +$186K +2,067 +18%
GRP
166
Global Retirement Partners
California
$1.22M +$160K +1,779 +15%
SOS
167
Silver Oak Securities
Tennessee
$1.18M -$340K -3,785 -22%
Brown Advisory
168
Brown Advisory
Maryland
$1.17M -$1.98K -22 -0.2%
GI
169
GLOBALT Investments
Georgia
$1.17M -$68.1K -757 -6%
SF
170
Synovus Financial
Georgia
$1.12M +$82.8K +921 +8%
H
171
HoyleCohen
California
$1.1M -$68.8K -765 -6%
GPA
172
Guidance Point Advisors
Massachusetts
$1.1M -$1.98M -21,974 -64%
FFC
173
First Financial Corp
Indiana
$1.09M +$115K +1,283 +12%
DWM
174
Dogwood Wealth Management
Kansas
$1.05M +$98.3K +1,093 +10%
ULWM
175
Upper Left Wealth Management
Florida
$1.05M -$161K -1,792 -13%
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