iShares US Real Estate ETF
514 hedge funds and large institutions have $5.27B invested in iShares US Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 132 increasing their positions, 155 reducing their positions, and 47 closing their positions.
128% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 47
72% more capital invested
Capital invested by funds: $3.06B → $5.27B (+$2.21B)
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
12% more funds holding
Funds holding: 458 → 514 (+56)
1.06% more ownership
Funds ownership: 115.83% → 116.89% (+1.1%)
15% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 155
20% less call options, than puts
Call options by funds: $957M | Put options by funds: $1.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$985M |
| 2 |
CWM
CIBC World Markets
New York
|
+$380M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$139M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$95M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$50.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$164M |
| 2 |
Morgan Stanley
New York
|
-$74M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$70.6M |
| 4 |
Squarepoint
New York
|
-$53.4M |
| 5 |
Citigroup
New York
|
-$46.4M |
IYR Hedge Fund Activity: Q4 2023 in Review
514 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2023, worth a combined $5.27B — up 72% from $3.06B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new IYR positions and 47 closed out — a net gain of 60 holders — while 132 added to existing stakes and 155 trimmed.
The largest buyer was Barclays, adding an estimated $985M. The largest seller was Goldman Sachs, cutting an estimated $164M.
- 514 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2023, up from 458 in Q3 2023.
- Funds reported $5.27B of iShares US Real Estate ETF stock for Q4 2023, up 72% quarter-over-quarter.
- 107 funds opened new iShares US Real Estate ETF positions in Q4 2023 and 47 closed out, a net change of +60 holders.
- The largest iShares US Real Estate ETF buyer in Q4 2023 was Barclays, an estimated $985M added.
- The largest iShares US Real Estate ETF seller in Q4 2023 was Goldman Sachs, an estimated $164M sold.
Based on aggregated 13F filings for Q4 2023.