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iShares US Real Estate ETF
IYR

Overview Fund Activity

435 hedge funds and large institutions have $4.46B invested in iShares US Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 117 increasing their positions, 142 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
7.66%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.21%
New
59
Increased
117
Reduced
142
Closed
51
Calls
$446M
Puts
$522M
Net Calls
-$76M
Net Calls Change
+$228M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$357M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$181M
3
Bank of America
Bank of America
North Carolina
+$156M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$90M
5
SG Americas Securities
SG Americas Securities
New York
+$66.4M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$1.2B
2
CWM
CIBC World Markets
New York
-$699M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$191M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.6M
5
DA
Duality Advisers
Florida
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
201
Lincoln National Corp
Pennsylvania
$614K -$47.5K -517 -7%
IWC
202
Integrated Wealth Concepts
Massachusetts
$613K +$12.5K +136 +2%
William Blair & Company
203
William Blair & Company
Illinois
$606K -$147K -1,599 -20%
CAL
204
Capital Advisors Ltd
Ohio
$605K – – –
FWM
205
Frontier Wealth Management
Missouri
$599K +$599K +6,511 New
SC
206
Scotia Capital
Ontario, Canada
$598K +$19.7K +214 +3%
DC
207
Davenport & Co
Virginia
$595K +$26.1K +284 +5%
PWM
208
Perigon Wealth Management
California
$582K -$34.5K -375 -6%
LC
209
Landaas & Company
Wisconsin
$581K – – –
CMP
210
Courage Miller Partners
Virginia
$580K -$12.7K -138 -2%
EVM
211
Eaton Vance Management
Massachusetts
$577K +$131K +1,422 +29%
ACP
212
Aveo Capital Partners
Colorado
$568K +$568K +6,173 New
CGH
213
CMG Global Holdings
Texas
$563K +$563K +6,122 New
SC
214
Schoolcraft Capital
Colorado
$559K -$22.2K -241 -4%
PAM
215
Peak Asset Management
Colorado
$555K +$104K +1,126 +23%
TWM
216
Tanglewood Wealth Management
Texas
$549K -$13.4K -146 -2%
VFA
217
Valeo Financial Advisors
Indiana
$541K – – –
FTA
218
Financial & Tax Architects
Missouri
$533K +$533K +5,801 New
TAM
219
Tocqueville Asset Management
New York
$523K – – –
SB
220
Sunflower Bank
Texas
$523K – – –
HAS
221
HBW Advisory Services
California
$520K -$18.3K -199 -3%
IA
222
IFP Advisors
Florida
$518K -$69.6K -755 -12%
NL
223
NWAM LLC
Washington
$516K +$9.46K +103 +2%
PWP
224
Personal Wealth Partners
Minnesota
$515K -$12.4K -135 -2%
OC
225
Oppenheimer & Co
New York
$500K +$99.8K +1,085 +25%
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