We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

521 hedge funds and large institutions have $5.48B invested in iShares US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 177 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.76% more ownership

Funds ownership: 111.27%129.03% (+18%)

4% less funds holding

Funds holding: 545521 (-24)

9% less capital invested

Capital invested by funds: $6.03B → $5.48B (-$550M)

15% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 177

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

66% less call options, than puts

Call options by funds: $481M | Put options by funds: $1.41B

Holders
521
Holders Change
-24
Holders Change %
-4.4%
% of All Funds
8.78%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.29%
New
62
Increased
150
Reduced
177
Closed
84
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
201
RegentAtlantic Capital
New Jersey
$837K -$44.7K -448 -5%
CCFM
202
Clear Creek Financial Management
Washington
$815K -$6.58M -66,017 -88%
EE
203
EWG Elevate
California
$801K -$5.61M -56,309 -87%
ACP
204
Aveo Capital Partners
Colorado
$800K +$20.2K +203 +2%
Invesco
205
Invesco
Georgia
$795K +$861K +8,638 New
F
206
F3Logic
Minnesota
$774K -$44.5K -446 -5%
HAS
207
HBW Advisory Services
California
$772K +$174K +1,747 +26%
IUHSA
208
Itau Unibanco Holding S.A.
Brazil
$760K +$824K +8,265 New
AWM
209
AE Wealth Management
Kansas
$750K -$279K -2,795 -26%
KL
210
KWMG LLC
Kansas
$738K -$106K -1,063 -12%
SWA
211
Stratos Wealth Advisors
Ohio
$732K +$793K +7,958 New
OC
212
Oppenheimer & Co
New York
$725K +$15.5K +155 +2%
UL
213
Unionview LLC
Washington
$719K +$4.79K +48 +0.6%
DC
214
Davenport & Co
Virginia
$718K +$2.89K +29 +0.4%
CAM
215
Covenant Asset Management
New Jersey
$716K -$14.8K -148 -2%
AllianceBernstein
216
AllianceBernstein
Tennessee
$712K -$1.34M -13,412 -63%
Prudential Financial
217
Prudential Financial
New Jersey
$710K -$24K -241 -3%
ASN
218
Advisory Services Network
Georgia
$707K -$2.79K -28 -0.4%
BWA
219
Beam Wealth Advisors
Louisiana
$706K +$765K +7,678 New
M&T Bank
220
M&T Bank
New York
$705K +$299 +3 +0%
RIA
221
Regal Investment Advisors
Michigan
$697K -$289K -2,894 -28%
BCM
222
Brookstone Capital Management
Illinois
$690K -$3.87M -38,856 -84%
HCP
223
Hexagon Capital Partners
Arkansas
$688K -$2.99K -30 -0.4%
BAM
224
Baldrige Asset Management
Pennsylvania
$687K -$84.8K -851 -10%
TWM
225
Tanglewood Wealth Management
Texas
$685K +$56.4K +566 +8%

IYR Hedge Fund Activity: Q2 2022 in Review

521 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2022, worth a combined $5.48B — down 9.1% from $6.03B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 62 opened new positions — a net loss of 22 holders — while 177 trimmed existing stakes and 150 added.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Fidelity Investments, cutting an estimated $214M.

  • 521 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2022, down from 545 in Q1 2022.
  • Funds reported $5.48B of iShares US Real Estate ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 62 funds opened new iShares US Real Estate ETF positions in Q2 2022 and 84 closed out, a net change of -22 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $257M added.
  • The largest iShares US Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2022.