We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.71% more ownership

Funds ownership: 148.18%219.9% (+72%)

17% more capital invested

Capital invested by funds: $6.65B → $7.78B (+$1.13B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.1B

1% less funds holding

Funds holding: 267265 (-2)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.69%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Cranbrook Wealth Management
Michigan
$126K +$129K +2,003 New
HRIA
227
Haberer Registered Investment Advisor
Ohio
$114K
TAIM
228
TD Ameritrade Investment Management
Nebraska
$93K -$21.6K -336 -19%
VIA
229
Vantage Investment Advisors
Pennsylvania
$88K +$89.4K +1,388 New
NES
230
New England Securities
New York
$86K -$25.4K -395 -23%
WA
231
WFG Advisors
Texas
$72K -$58.2K -903 -44%
RIA
232
Regal Investment Advisors
Michigan
$58K -$93.1K -1,445 -61%
M
233
MOTCO
Texas
$58K +$11.6K +180 +24%
BOK
234
Bank of Kentucky
Kentucky
$49K
BBHC
235
Brown Brothers Harriman & Co
New York
$43K +$43.5K +675 New
DADC
236
D.A. Davidson & Co
Montana
$42K +$3.87K +60 +10%
CA
237
CapWealth Advisors
Tennessee
$39K
CGT
238
Capital Guardian Trust
California
$38K
PTC
239
Private Trust Company
Ohio
$38K +$6.5K +101 +20%
DSC
240
Duncker Streett & Co
Missouri
$32K +$27.2K +422 +521%
HR
241
Howe & Rusling
New York
$30K
ACM
242
Adelante Capital Management
California
$27K +$27.2K +423 New
WT
243
Whittier Trust
California
$26K
1IC
244
1919 Investment Counsel
Maryland
$25K
WCM
245
Windsor Capital Management
Arizona
$19K
KTC
246
Kistler-Tiffany Companies
Pennsylvania
$18K
CFS
247
Community Financial System
New York
$18K +$17.9K +278 New
ST
248
Smithfield Trust
Pennsylvania
$17K
WA
249
Waverly Advisors
Alabama
$16K
PMFA
250
Plante Moran Financial Advisors
Michigan
$13K -$19.3K -300 -60%

IYR Hedge Fund Activity: Q4 2013 in Review

265 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2013, worth a combined $7.78B — up 17% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 45 closed out — a net gain of 1 holder — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Citigroup, adding an estimated $660M. The largest seller was SG Americas Securities, cutting an estimated $80.1M.

  • 265 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $7.78B of iShares US Real Estate ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q4 2013 and 45 closed out, a net change of +1 holder.
  • The largest iShares US Real Estate ETF buyer in Q4 2013 was Citigroup, an estimated $660M added.
  • The largest iShares US Real Estate ETF seller in Q4 2013 was SG Americas Securities, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2013.