Massachusetts Financial Services
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Massachusetts Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

Massachusetts Financial Services’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,200,000
Closed -$188M – 940
2020
Q4 		$188M Hold
2,200,000
– – 0.06% 254
2020
Q3 		$176M Sell
2,200,000
-200,000
-8% -$16.2M 0.06% 237
2020
Q2 		$189M Buy
+2,400,000
New +$182M 0.07% 218
2018
Q1 		– Sell
-1,594,500
Closed -$129M – 860
2017
Q4 		$129M Hold
1,594,500
– – 0.05% 238
2017
Q3 		$127M Sell
1,594,500
-465,500
-23% -$37.4M 0.06% 239
2017
Q2 		$164M Sell
2,060,000
-502,200
-20% -$39.9M 0.07% 205
2017
Q1 		$201M Buy
2,562,200
+42,800
+2% +$3.34M 0.09% 187
2016
Q4 		$194M Buy
+2,519,400
New +$191M 0.09% 185
2016
Q2 		– Sell
-1,585,000
Closed -$123M – 865
2016
Q1 		$123M Sell
1,585,000
-635,000
-29% -$46.1M 0.06% 221
2015
Q4 		$167M Buy
2,220,000
+715,000
+48% +$53.4M 0.09% 187
2015
Q3 		$107M Sell
1,505,000
-555,000
-27% -$40.4M 0.06% 234
2015
Q2 		$147M Buy
2,060,000
+1,270,000
+161% +$96.3M 0.07% 209
2015
Q1 		$62.7M Sell
790,000
-710,000
-47% -$56.8M 0.03% 307
2014
Q4 		$115M Sell
1,500,000
-300,000
-17% -$22.4M 0.06% 231
2014
Q3 		$125M Sell
1,800,000
-100,000
-5% -$7.24M 0.07% 228
2014
Q2 		$136M Buy
1,900,000
+740,000
+64% +$52.1M 0.07% 217
2014
Q1 		$78.5M Buy
1,160,000
+240,000
+26% +$15.9M 0.04% 281
2013
Q4 		$58M Sell
920,000
-180,000
-16% -$11.6M 0.03% 322
2013
Q3 		$70.2M Buy
+1,100,000
New +$71.9M 0.04% 287

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services's IYR Position: Q4 2016 in Review

Massachusetts Financial Services sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 1,751,900 shares — an estimated $133M sold.

Massachusetts Financial Services first reported a position in IYR in Q2 2013 and held it in 3 quarters. The position peaked at $141M in Q3 2016. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

  • Massachusetts Financial Services reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Massachusetts Financial Services sold 1,751,900 iShares US Real Estate ETF shares in Q4 2016, an estimated $133M.
  • Massachusetts Financial Services first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 3 quarters.
  • Massachusetts Financial Services's iShares US Real Estate ETF position peaked at $141M in Q3 2016.
  • 364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on Massachusetts Financial Services's 13F filing for Q4 2016, filed 13 Feb 2017.