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iShares US Real Estate ETF
IYR

Overview Fund Activity

512 hedge funds and large institutions have $5.26B invested in iShares US Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 131 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+56
Holders Change %
+12.28%
% of All Funds
7.51%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
107
Increased
131
Reduced
155
Closed
47
Calls
$957M
Puts
$1.2B
Net Calls
-$245M
Net Calls Change
-$248M

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.13B
2
CWM
CIBC World Markets
New York
$425M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$177M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$112M
5
UBS Group
UBS Group
Switzerland
$128M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$187M
2
Morgan Stanley
Morgan Stanley
New York
$345M
3
Bank of America
Bank of America
North Carolina
$154M
4
Citigroup
Citigroup
New York
$42.8M
5
Squarepoint
Squarepoint
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
H
176
HoyleCohen
California
$1.19M -$71.8K -785 -6%
NFG
177
Nations Financial Group
Iowa
$1.18M +$124K +1,358 +12%
HNB
178
Huntington National Bank
Ohio
$1.07M -$961K – –
FAIM
179
Financial Advocates Investment Management
Washington
$1.07M -$741K -6,891 -41%
GRP
180
Global Retirement Partners
California
$1.06M +$701K +7,829 +195%
JE
181
JMAC Enterprises
Pennsylvania
$1.06M +$107K +1,174 +11%
SF
182
Synovus Financial
Georgia
$1.05M -$1.8M -19,688 -63%
Lido Advisors
183
Lido Advisors
California
$1.04M -$229K -2,506 -18%
KWA
184
Kellett Wealth Advisors
Ohio
$1.04M +$1.04M +11,337 New
UL
185
Unionview LLC
Washington
$1.02M +$72.6K +794 +8%
FFC
186
First Financial Corp
Indiana
$995K +$403K +4,411 +68%
HSBC Holdings
187
HSBC Holdings
United Kingdom
$984K -$3.1M -33,738 -76%
SWA
188
Stratos Wealth Advisors
Ohio
$977K -$6.95K -76 -0.7%
DWM
189
Dogwood Wealth Management
Kansas
$971K +$971K +10,618 New
NAM
190
NTV Asset Management
West Virginia
$959K +$544K +5,949 +131%
CAM
191
Cresset Asset Management
Illinois
$953K -$20.2K -221 -2%
CCM
192
Cullen Capital Management
New York
$936K +$936K +10,240 New
RCAG
193
Rehmann Capital Advisory Group
Michigan
$919K -$11.1K -121 -1%
LIA
194
LBMC Investment Advisors
Tennessee
$906K -$23.7K -259 -3%
AL
195
Aspiriant LLC
California
$906K +$906K +9,910 New
D.E. Shaw & Co
196
D.E. Shaw & Co
New York
$882K +$882K +9,648 New
AF
197
Allworth Financial
California
$872K +$372K +4,074 +75%
SIAM
198
Sterling Investment Advisors (Missouri)
Missouri
$871K -$239K -2,610 -21%
CWP
199
CFM Wealth Partners
Texas
$853K +$853K +9,333 New
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$821K -$113K -1,234 -12%
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