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iShares US Real Estate ETF

521 hedge funds and large institutions have $5.48B invested in iShares US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 177 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.76% more ownership

Funds ownership: 111.27%129.03% (+18%)

4% less funds holding

Funds holding: 545521 (-24)

9% less capital invested

Capital invested by funds: $6.03B → $5.48B (-$550M)

15% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 177

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

66% less call options, than puts

Call options by funds: $481M | Put options by funds: $1.41B

Holders
521
Holders Change
-24
Holders Change %
-4.4%
% of All Funds
8.78%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.29%
New
62
Increased
150
Reduced
177
Closed
84
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
176
SlateStone Wealth
Florida
$1.16M -$41.9K -420 -3%
LNC
177
Lincoln National Corp
Pennsylvania
$1.12M +$394K +3,950 +48%
AWE
178
Avidian Wealth Enterprises
Texas
$1.12M -$23.1K -232 -2%
AI
179
Atria Investments
North Carolina
$1.11M +$1.21M +12,103 New
Bank Julius Baer & Co
180
Bank Julius Baer & Co
Switzerland
$1.1M +$266K +2,666 +29%
SOS
181
Silver Oak Securities
Tennessee
$1.09M -$63.1K -633 -5%
IWC
182
Integrated Wealth Concepts
Massachusetts
$1.07M +$258K +2,588 +29%
BOTW
183
Bank of the West
California
$1.03M -$121K -1,210 -10%
PFA
184
Pinnacle Family Advisors
Missouri
$1.02M -$4.38M -43,973 -80%
HWA
185
HCR Wealth Advisors
California
$1.02M -$39.9K -400 -3%
JE
186
JMAC Enterprises
Pennsylvania
$1.02M +$20.4K +205 +2%
PFC
187
Phocas Financial Corp
California
$1M +$2.09K +21 +0.2%
UCFA
188
United Capital Financial Advisors
Texas
$995K +$3.79K +38 +0.4%
SIAM
189
Sterling Investment Advisors (Missouri)
Missouri
$966K -$26.9K -270 -3%
AIP
190
Almanack Investment Partners
Pennsylvania
$953K +$422K +4,234 +69%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$949K -$444K -4,449 -30%
NA
192
Navellier & Associates
Nevada
$919K -$12.5K -125 -1%
HFA
193
High Falls Advisors
New York
$918K -$29.7K -298 -3%
PAM
194
Peak Asset Management
Colorado
$918K +$52.6K +528 +6%
S
195
Surevest
California
$894K +$19K +191 +2%
LCM
196
Laurion Capital Management
New York
$892K +$967K +9,700 New
SIM
197
SSI Investment Management
California
$861K +$193K +1,937 +26%
LWM
198
Laidlaw Wealth Management
New York
$854K -$143K -1,437 -13%
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$844K -$4.18M -41,885 -82%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$841K -$1.75M -17,506 -66%

IYR Hedge Fund Activity: Q2 2022 in Review

521 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2022, worth a combined $5.48B — down 9.1% from $6.03B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 62 opened new positions — a net loss of 22 holders — while 177 trimmed existing stakes and 150 added.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Fidelity Investments, cutting an estimated $214M.

  • 521 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2022, down from 545 in Q1 2022.
  • Funds reported $5.48B of iShares US Real Estate ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 62 funds opened new iShares US Real Estate ETF positions in Q2 2022 and 84 closed out, a net change of -22 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $257M added.
  • The largest iShares US Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2022.