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iShares US Real Estate ETF

470 hedge funds and large institutions have $8.25B invested in iShares US Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

85% more capital invested

Capital invested by funds: $4.46B → $8.25B (+$3.79B)

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

17.28% more ownership

Funds ownership: 95.99%113.27% (+17%)

8% more funds holding

Funds holding: 436470 (+34)

73% less call options, than puts

Call options by funds: $345M | Put options by funds: $1.27B

Holders
470
Holders Change
+34
Holders Change %
+7.8%
% of All Funds
8.18%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
71
Increased
160
Reduced
131
Closed
33
Calls
$345M
Puts
$1.27B
Net Calls
-$922M
Net Calls Change
-$846M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$1.63B +$1.48B +14,957,388 +1,451%
Morgan Stanley
2
Morgan Stanley
New York
$896M +$371M +3,735,588 +74%
CWM
3
CIBC World Markets
New York
$785M +$765M +7,702,833 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$663M +$45.7M +460,066 +8%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$567M +$540M +5,442,172 +4,554%
Bank of America
6
Bank of America
North Carolina
$428M +$9.78M +98,477 +2%
WI
7
WealthNavi Inc
Japan
$223M +$15M +150,727 +7%
LMIM
8
Lockheed Martin Investment Management
Maryland
$177M +$15.4M +154,700 +10%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$149M -$87.9M -885,768 -38%
Goldman Sachs
10
Goldman Sachs
New York
$135M +$2.76M +27,796 +2%
ETC
11
Exchange Traded Concepts
Oklahoma
$126M +$15.9M +160,412 +15%
BlackRock
12
BlackRock
New York
$125M -$27.7M -279,107 -19%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$123M +$61.7M +621,347 +106%
UBS Group
14
UBS Group
Switzerland
$107M -$15.1M -151,866 -13%
Wolverine Trading
15
Wolverine Trading
Illinois
$89.8M +$11.4M +115,038 +15%
Citigroup
16
Citigroup
New York
$86.1M +$30.8M +310,291 +58%
Stifel Financial
17
Stifel Financial
Missouri
$80.5M -$5.17M -52,054 -6%
AP
18
Advisors Preferred
Maryland
$78.3M +$75.9M +764,435 +305,774%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$78M -$1.74M -17,570 -2%
CS
20
Credit Suisse
Switzerland
$67.7M +$12.9M +130,416 +24%
US Bancorp
21
US Bancorp
Minnesota
$63.9M -$359K -3,621 -0.6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$62.4M +$22.1M +222,414 +57%
Wells Fargo
23
Wells Fargo
California
$59.7M -$9.45M -95,244 -14%
IMPI
24
Ilmarinen Mutual Pension Insurance
Finland
$57M +$14.5M +146,500 +36%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$52.4M +$51M +513,800 New

IYR Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2021, worth a combined $8.25B — up 85% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IYR positions and 33 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was Barclays, adding an estimated $1.48B. The largest seller was Susquehanna International Group, cutting an estimated $197M.

  • 470 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2021, up from 436 in Q1 2021.
  • Funds reported $8.25B of iShares US Real Estate ETF stock for Q2 2021, up 85% quarter-over-quarter.
  • 71 funds opened new iShares US Real Estate ETF positions in Q2 2021 and 33 closed out, a net change of +38 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2021 was Barclays, an estimated $1.48B added.
  • The largest iShares US Real Estate ETF seller in Q2 2021 was Susquehanna International Group, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2021.