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iShares US Real Estate ETF

545 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, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.07% more ownership

Funds ownership: 102.2%111.27% (+9.1%)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

6% less funds holding

Funds holding: 578545 (-33)

14% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 192

18% less capital invested

Capital invested by funds: $7.37B → $6.03B (-$1.34B)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

81% less call options, than puts

Call options by funds: $362M | Put options by funds: $1.92B

Holders
545
Holders Change
-33
Holders Change %
-5.71%
% of All Funds
8.6%
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
192
Closed
84
Calls
$362M
Puts
$1.92B
Net Calls
-$1.56B
Net Calls Change
-$914M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
CIBC World Markets
New York
$757M +$1.05M +9,958 +0.1%
Barclays
2
Barclays
United Kingdom
$694M -$924M -8,755,964 -58%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$675M -$26.3M -249,527 -4%
Morgan Stanley
4
Morgan Stanley
New York
$473M +$153M +1,446,164 +49%
Bank of America
5
Bank of America
North Carolina
$313M +$96.8M +917,207 +46%
WI
6
WealthNavi Inc
Japan
$270M +$4.42M +41,909 +2%
UBS Group
7
UBS Group
Switzerland
$248M +$114M +1,081,505 +89%
Goldman Sachs
8
Goldman Sachs
New York
$166M -$55.6M -527,189 -26%
BlackRock
9
BlackRock
New York
$134M -$21.8M -207,018 -14%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$126M -$63.6M -602,638 -34%
Stifel Financial
11
Stifel Financial
Missouri
$93.4M +$4.09M +38,776 +5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$85.4M -$1.43M -13,589 -2%
Wolverine Trading
13
Wolverine Trading
Illinois
$68.8M +$15.2M +144,339 +30%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$68.1M +$10.8M +102,375 +19%
Two Sigma Investments
15
Two Sigma Investments
New York
$67.2M -$11.3M -106,850 -15%
US Bancorp
16
US Bancorp
Minnesota
$64.5M -$1.44M -13,680 -2%
IMPI
17
Ilmarinen Mutual Pension Insurance
Finland
$58.5M -$8.97M -85,000 -14%
Wells Fargo
18
Wells Fargo
California
$56.2M -$3.36M -31,856 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$55.5M +$4.95M +46,868 +10%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$54.8M -$5.59M -53,005 -9%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$54.1M +$52.8M +500,000 New
HF
22
HRT Financial
New York
$42.9M +$37.6M +356,329 +887%
AF
23
Allworth Financial
California
$38.5M +$37.5M +355,568 +174,298%
IB
24
Iyo Bank
Japan
$36.5M +$35.6M +337,000 New
LPL Financial
25
LPL Financial
California
$35.4M -$51.6M -488,650 -60%

IYR Hedge Fund Activity: Q1 2022 in Review

545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2022, worth a combined $6.03B — down 18% from $7.37B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IYR and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 165 added.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Barclays, cutting an estimated $924M.

  • 545 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2022, down from 578 in Q4 2021.
  • Funds reported $6.03B of iShares US Real Estate ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 56 funds opened new iShares US Real Estate ETF positions in Q1 2022 and 84 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2022 was Morgan Stanley, an estimated $153M added.
  • The largest iShares US Real Estate ETF seller in Q1 2022 was Barclays, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2022.