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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 %
AGM
201
Alpine Global Management
New York
$803K +$803K +8,785 New
Thrivent Financial for Lutherans
202
Thrivent Financial for Lutherans
Minnesota
$788K -$36.8K -403 -4%
HWM
203
HB Wealth Management
Georgia
$784K -$211K -2,313 -21%
E
204
ETFidea
New York
$782K +$408K +4,464 +109%
AIM
205
Alhambra Investment Management
Florida
$776K -$9.78K -107 -1%
MWM
206
Modera Wealth Management
New Jersey
$776K +$5.39K +59 +0.7%
BWG
207
Balanced Wealth Group
Ohio
$769K +$769K +8,414 New
WP
208
Westmount Partners
California
$749K +$55.2K +604 +8%
IWC
209
Integrated Wealth Concepts
Massachusetts
$747K +$91.3K +999 +14%
BCM
210
Bayesian Capital Management
New York
$739K -$10.4K -114 -1%
FFA
211
Farther Finance Advisors
California
$736K +$723K +7,904 +5,414%
FHA
212
First Horizon Advisors
Tennessee
$729K -$1.04M -11,407 -59%
CAM
213
Covenant Asset Management
New Jersey
$724K +$66.5K +727 +10%
CTFG
214
Capstone Triton Financial Group
Oklahoma
$722K -$2.56K -28 -0.4%
MUMSS
215
Mitsubishi UFJ Morgan Stanley Securities
Japan
$715K +$715K +7,817 New
Financial Engines Advisors
216
Financial Engines Advisors
California
$704K +$704K +7,706 New
FTA
217
Financial & Tax Architects
Missouri
$690K +$690K +7,549 New
SC
218
Scotia Capital
Ontario, Canada
$683K +$8.04K +88 +1%
PFP
219
Pinnacle Financial Partners
Tennessee
$674K +$6.03K +66 +0.9%
RIA
220
Regal Investment Advisors
Michigan
$667K +$22.2K +243 +3%
M&T Bank
221
M&T Bank
New York
$664K – – –
ASN
222
Advisory Services Network
Georgia
$662K -$682K -7,458 -51%
VF
223
Virtu Financial
New York
$654K -$4.03M -44,073 -86%
BSW
224
Buckingham Strategic Wealth
Missouri
$645K +$1.83K +20 +0.3%
VFA
225
Valeo Financial Advisors
Indiana
$645K -$32.4K -354 -5%
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9
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