We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

498 hedge funds and large institutions have $3.98B invested in iShares US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 167 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $991M | Put options by funds: $940M

4% less funds holding

Funds holding: 521498 (-23)

14% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 167

19.65% less ownership

Funds ownership: 129.03%109.38% (-20%)

23% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 71

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

27% less capital invested

Capital invested by funds: $5.48B → $3.98B (-$1.5B)

Holders
498
Holders Change
-23
Holders Change %
-4.41%
% of All Funds
8.58%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.22%
New
55
Increased
143
Reduced
167
Closed
71
Calls
$991M
Puts
$940M
Net Calls
+$51.3M
Net Calls Change
+$982M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
CIBC World Markets
New York
$465M -$31.5M -332,434 -5%
Morgan Stanley
2
Morgan Stanley
New York
$429M -$159M -1,676,868 -24%
Barclays
3
Barclays
United Kingdom
$339M -$405M -4,273,261 -51%
UBS Group
4
UBS Group
Switzerland
$319M +$58.1M +613,364 +19%
Bank of America
5
Bank of America
North Carolina
$242M -$82.5M -871,387 -23%
WI
6
WealthNavi Inc
Japan
$227M +$16.2M +170,883 +7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$120M -$248M -2,618,783 -64%
Goldman Sachs
8
Goldman Sachs
New York
$116M -$201M -2,121,469 -60%
Wolverine Trading
9
Wolverine Trading
Illinois
$93.4M +$41.3M +435,794 +60%
BlackRock
10
BlackRock
New York
$78.6M -$4.79M -50,636 -5%
Millennium Management
11
Millennium Management
New York
$72.4M -$22.7M -240,005 -21%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$58.1M -$932K -9,846 -1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$55.5M +$36.4M +384,696 +129%
Stifel Financial
14
Stifel Financial
Missouri
$55M -$3.3M -34,862 -5%
IMPI
15
Ilmarinen Mutual Pension Insurance
Finland
$50.9M +$9.75M +103,000 +20%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$48.9M -$42.4M -447,889 -43%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$47.9M -$1.48M -15,616 -3%
Squarepoint
18
Squarepoint
New York
$46.5M +$32.5M +343,743 +151%
US Bancorp
19
US Bancorp
Minnesota
$46.4M -$1.32M -13,929 -2%
CS
20
Credit Suisse
Switzerland
$33.5M -$2.1M -22,215 -5%
Two Sigma Investments
21
Two Sigma Investments
New York
$32.8M -$8.5M -89,759 -18%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$32.2M -$2.29M -24,210 -6%
Wells Fargo
23
Wells Fargo
California
$32.1M +$464K +4,900 +1%
Twin Tree Management
24
Twin Tree Management
Texas
$27.9M +$32.4M +342,577 New
UBS AM
25
UBS AM
Illinois
$26.9M +$31.2M +330,121 New

IYR Hedge Fund Activity: Q3 2022 in Review

498 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2022, worth a combined $3.98B — down 27% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of IYR and 55 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 143 added.

The largest buyer was UBS Group, adding an estimated $58.1M. The largest seller was Barclays, cutting an estimated $405M.

  • 498 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2022, down from 521 in Q2 2022.
  • Funds reported $3.98B of iShares US Real Estate ETF stock for Q3 2022, down 27% quarter-over-quarter.
  • 55 funds opened new iShares US Real Estate ETF positions in Q3 2022 and 71 closed out, a net change of -16 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2022 was UBS Group, an estimated $58.1M added.
  • The largest iShares US Real Estate ETF seller in Q3 2022 was Barclays, an estimated $405M sold.

Based on aggregated 13F filings for Q3 2022.