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iShares US Real Estate ETF
IYR

Overview Fund Activity

470 hedge funds and large institutions have $4.67B invested in iShares US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 160 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-42
Holders Change %
-8.2%
% of All Funds
6.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
41
Increased
153
Reduced
160
Closed
80
Calls
$642M
Puts
$590M
Net Calls
+$51.9M
Net Calls Change
+$297M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$75.6M
2
Bank of America
Bank of America
North Carolina
$219M
3
Barclays
Barclays
United Kingdom
$1.18B
4
BAM
Bayview Asset Management
Florida
$53.9M
5
UBS Group
UBS Group
Switzerland
$177M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$131M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$13.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
Morgan Stanley
Morgan Stanley
New York
$241M
5
Twin Tree Management
Twin Tree Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UL
176
Unionview LLC
Washington
$1.05M +$47.4K +527 +5%
SWA
177
Stratos Wealth Advisors
Ohio
$1.02M +$61K +678 +6%
HNB
178
Huntington National Bank
Ohio
$970K -$1.07M – –
Lido Advisors
179
Lido Advisors
California
$959K -$61.6K -685 -6%
Focus Partners Wealth
180
Focus Partners Wealth
Massachusetts
$953K +$659K +7,332 +224%
CA
181
Cetera Advisors
Colorado
$929K +$412K +4,579 +80%
NAM
182
NTV Asset Management
West Virginia
$928K -$15.7K -175 -2%
SIAM
183
Sterling Investment Advisors (Missouri)
Missouri
$908K +$51.2K +570 +6%
AL
184
Aspiriant LLC
California
$902K +$11.3K +126 +1%
RCAG
185
Rehmann Capital Advisory Group
Michigan
$898K -$6.38K -71 -0.7%
LIA
186
LBMC Investment Advisors
Tennessee
$891K – – –
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$882K +$74.5K +829 +9%
AF
188
Allworth Financial
California
$853K -$4.41K -49 -0.5%
CG
189
Cutler Group
California
$814K -$1.4M -15,587 -63%
AP
190
Aspect Partners
Virginia
$787K -$14.3M -159,084 -95%
MWM
191
Modera Wealth Management
New Jersey
$776K +$12.9K +144 +2%
AIM
192
Alhambra Investment Management
Florida
$775K +$11.1K +124 +1%
HWM
193
HB Wealth Management
Georgia
$771K – – –
E
194
ETFidea
New York
$763K -$6.74K -75 -0.9%
IW
195
Imprint Wealth
South Carolina
$763K +$763K +8,625 New
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$760K -$15.6K -173 -2%
QT
197
Quantbot Technologies
New York
$731K +$169K +1,883 +30%
BWG
198
Balanced Wealth Group
Ohio
$725K -$2.07K -24 -0.3%
CTFG
199
Capstone Triton Financial Group
Oklahoma
$712K +$2.25K +25 +0.3%
DFA
200
Davies Financial Advisors
California
$701K +$701K +7,800 New
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8
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