IYR icon

iShares US Real Estate ETF
IYR

Overview Fund Activity

542 hedge funds and large institutions have $6.03B invested in iShares US Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 165 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-33
Holders Change %
-5.74%
% of All Funds
8.58%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
56
Increased
165
Reduced
191
Closed
84
Calls
$362M
Puts
$1.92B
Net Calls
-$1.56B
Net Calls Change
-$914M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$473M
2
UBS Group
2
UBS Group
Switzerland
$248M
3
Bank of America
3
Bank of America
North Carolina
$313M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$54.1M
5
HF
5
HRT Financial
New York
$42.9M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$694M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$126M
3
Goldman Sachs
3
Goldman Sachs
New York
$166M
4
CS
4
Credit Suisse
Switzerland
$30.9M
5
LPL Financial
5
LPL Financial
California
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
201
Phocas Financial Corp
California
$1.18M +$2.16K +20 +0.2%
JE
202
JMAC Enterprises
Pennsylvania
$1.17M +$866 +8 +0.1%
UCFA
203
United Capital Financial Advisors
Texas
$1.17M +$81.2K +750 +7%
SIAM
204
Sterling Investment Advisors (Missouri)
Missouri
$1.17M -$38K -351 -3%
LWM
205
Laidlaw Wealth Management
New York
$1.16M +$22.8K +211 +2%
EWA
206
Encompass Wealth Advisors
Oregon
$1.15M +$302K +2,794 +36%
AWS
207
Atria Wealth Solutions
New York
$1.14M +$1.14M +10,500 New
RIA
208
Regal Investment Advisors
Michigan
$1.13M +$54.6K +504 +5%
BAM
209
Belpointe Asset Management
Nevada
$1.11M +$778K +7,194 +232%
HFA
210
High Falls Advisors
New York
$1.11M -$147K -1,361 -12%
NA
211
Navellier & Associates
Nevada
$1.1M -$10.3K -95 -0.9%
SC
212
Shay Capital
New York
$1.08M +$1.08M +10,000 New
KCM
213
Kennicott Capital Management
California
$1.05M – – –
IGWM
214
ICA Group Wealth Management
Colorado
$1.05M +$1.05M +10,743 New
RC
215
RegentAtlantic Capital
New Jersey
$1.03M +$17.3K +160 +2%
S
216
Surevest
California
$1.03M +$930K +8,591 +912%
PAM
217
Peak Asset Management
Colorado
$1.02M +$108K +997 +12%
Verition Fund Management
218
Verition Fund Management
Connecticut
$1.01M +$94.8K +876 +10%
CAC
219
Cowen and Company
New York
$1M +$1M +9,276 New
Bank Julius Baer & Co
220
Bank Julius Baer & Co
Switzerland
$1M -$78.1K -721 -7%
KL
221
KWMG LLC
Kansas
$983K +$63.7K +589 +7%
IWC
222
Integrated Wealth Concepts
Massachusetts
$978K -$58.1K -537 -6%
MS
223
Maven Securities
Jersey
$959K -$1.37M -12,702 -59%
F
224
F3Logic
Minnesota
$959K -$76.6K -708 -7%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$940K +$940K +8,688 New
7 8
9
10 11