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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
Barclays
1
Barclays
United Kingdom
$776M +$202M +2,023,322 +32%
Morgan Stanley
2
Morgan Stanley
New York
$639M +$257M +2,573,770 +59%
CWM
3
CIBC World Markets
New York
$556M -$94.6M -948,800 -14%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$376M -$214M -2,147,291 -34%
Bank of America
5
Bank of America
North Carolina
$354M +$94.9M +952,177 +33%
Goldman Sachs
6
Goldman Sachs
New York
$326M +$201M +2,012,342 +132%
UBS Group
7
UBS Group
Switzerland
$303M +$101M +1,008,244 +44%
WI
8
WealthNavi Inc
Japan
$241M +$11.6M +116,656 +5%
Millennium Management
9
Millennium Management
New York
$104M +$84.3M +846,030 +299%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$96.4M -$12M -120,550 -10%
BlackRock
11
BlackRock
New York
$93.4M -$22M -220,924 -18%
Wolverine Trading
12
Wolverine Trading
Illinois
$66.6M +$9.34M +93,696 +15%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$66.6M -$6.48M -65,016 -8%
Stifel Financial
14
Stifel Financial
Missouri
$65.4M -$15.2M -152,766 -18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$55.6M +$9.11M +91,398 +18%
US Bancorp
16
US Bancorp
Minnesota
$53.7M -$1.22M -12,279 -2%
JP Morgan Chase
17
JP Morgan Chase
New York
$49M +$23.3M +233,391 +78%
IMPI
18
Ilmarinen Mutual Pension Insurance
Finland
$48M -$1.79M -18,000 -3%
IB
19
Iyo Bank
Japan
$47.5M +$17.9M +179,787 +53%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$46M
Two Sigma Investments
21
Two Sigma Investments
New York
$45.3M -$12.8M -127,910 -21%
CS
22
Credit Suisse
Switzerland
$39.9M +$14.9M +149,004 +52%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$38.6M -$8.63M -86,591 -17%
Wells Fargo
24
Wells Fargo
California
$35.8M -$13M -130,343 -25%
LPL Financial
25
LPL Financial
California
$29M -$1.22M -12,218 -4%

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.