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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 %
HWM
176
HB Wealth Management
Georgia
$943K -$6.06K -70 -0.6%
UL
177
Unionview LLC
Washington
$904K +$159K +1,834 +21%
CA
178
Cetera Advisors
Colorado
$884K -$1.28M -14,759 -59%
LIA
179
LBMC Investment Advisors
Tennessee
$858K – – –
KP
180
Keel Point
Alabama
$856K -$1.27M -14,657 -60%
IFO
181
Independent Family Office
New York
$856K -$631K -7,289 -42%
SPC
182
Sigma Planning Corp
Michigan
$847K -$167K -1,934 -16%
JE
183
JMAC Enterprises
Pennsylvania
$844K +$31.2K +361 +4%
GS
184
GTS Securities
New York
$829K +$829K +9,584 New
LWM
185
Laidlaw Wealth Management
New York
$821K +$10.3K +119 +1%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$819K -$20K -231 -2%
IWM
187
Integris Wealth Management
California
$787K -$575K -6,646 -42%
AIM
188
Alhambra Investment Management
Florida
$768K -$151K -1,749 -16%
OC
189
Oppenheimer & Co
New York
$750K +$6.49K +75 +0.9%
MWM
190
Modera Wealth Management
New Jersey
$719K +$719K +8,311 New
WP
191
Westmount Partners
California
$708K -$6.49K -75 -0.9%
CTFG
192
Capstone Triton Financial Group
Oklahoma
$707K +$87 +1 +0%
UCFA
193
United Capital Financial Advisors
Texas
$704K -$52.2K -603 -7%
PAWA
194
Palo Alto Wealth Advisors
California
$683K -$187K -2,159 -21%
CAM
195
Covenant Asset Management
New Jersey
$645K -$9.61K -111 -1%
BSW
196
Buckingham Strategic Wealth
Missouri
$642K +$3.55K +41 +0.6%
VFA
197
Valeo Financial Advisors
Indiana
$630K +$62.4K +721 +11%
SC
198
Scotia Capital
Ontario, Canada
$630K +$20K +231 +3%
CMP
199
Courage Miller Partners
Virginia
$629K +$8.31K +96 +1%
M&T Bank
200
M&T Bank
New York
$628K -$8.65K -100 -1%
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