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iShares US Real Estate ETF

545 hedge funds and large institutions have $6.03B invested in iShares US Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 165 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.07% more ownership

Funds ownership: 102.2%111.27% (+9.1%)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

6% less funds holding

Funds holding: 578545 (-33)

14% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 192

18% less capital invested

Capital invested by funds: $7.37B → $6.03B (-$1.34B)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

81% less call options, than puts

Call options by funds: $362M | Put options by funds: $1.92B

Holders
545
Holders Change
-33
Holders Change %
-5.71%
% of All Funds
8.6%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
56
Increased
165
Reduced
192
Closed
84
Calls
$362M
Puts
$1.92B
Net Calls
-$1.56B
Net Calls Change
-$914M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
176
Broadview Financial Management
Wisconsin
$1.67M -$11.3K -107 -0.7%
ULWM
177
Upper Left Wealth Management
Florida
$1.62M +$83.5K +791 +5%
FIM
178
Freedom Investment Management
Connecticut
$1.61M +$1.57M +14,905 New
MCM
179
MAI Capital Management
Ohio
$1.6M +$80.2K +760 +5%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$1.59M -$1.39M -13,209 -47%
CL
181
CPWM LLC
Washington
$1.57M -$37.4K -354 -2%
HNB
182
Huntington National Bank
Ohio
$1.55M
MML Investors Services
183
MML Investors Services
Massachusetts
$1.54M +$1.05K +10 +0.1%
Brown Advisory
184
Brown Advisory
Maryland
$1.54M -$2.11K -20 -0.1%
ERSOT
185
Employees Retirement System of Texas
Texas
$1.54M -$1.31M -12,457 -47%
HWM
186
HB Wealth Management
Georgia
$1.54M +$913K +8,648 +156%
RCAG
187
Rehmann Capital Advisory Group
Michigan
$1.49M +$27.7K +262 +2%
AP
188
Agilis Partners
Massachusetts
$1.49M
SC
189
Scotia Capital
Ontario, Canada
$1.44M -$31.7K -300 -2%
SW
190
SlateStone Wealth
Florida
$1.4M -$950 -9 -0.1%
Creative Planning
191
Creative Planning
Kansas
$1.38M +$213K +2,020 +19%
KM
192
Kalos Management
Georgia
$1.38M -$1.03M -9,723 -41%
TC
193
TAGStone Capital
North Carolina
$1.37M +$5.28K +50 +0.4%
BOTW
194
Bank of the West
California
$1.34M -$275K -2,602 -17%
AWE
195
Avidian Wealth Enterprises
Texas
$1.34M +$367K +3,480 +39%
SOS
196
Silver Oak Securities
Tennessee
$1.33M +$1.27M +12,072 New
I2I
197
Insight 2811 Inc
Illinois
$1.29M -$21.3K -202 -2%
HWA
198
HCR Wealth Advisors
California
$1.24M +$19.1K +181 +2%
SSA
199
Schonfeld Strategic Advisors
New York
$1.24M -$3.64M -34,480 -75%
AWM
200
AE Wealth Management
Kansas
$1.19M -$10.8M -102,605 -90%

IYR Hedge Fund Activity: Q1 2022 in Review

545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2022, worth a combined $6.03B — down 18% from $7.37B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 165 added.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Barclays, cutting an estimated $924M.

  • 545 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2022, down from 578 in Q4 2021.
  • Funds reported $6.03B of iShares US Real Estate ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 56 funds opened new iShares US Real Estate ETF positions in Q1 2022 and 84 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2022 was Morgan Stanley, an estimated $153M added.
  • The largest iShares US Real Estate ETF seller in Q1 2022 was Barclays, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2022.