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iShares US Real Estate ETF
IYR

Overview Fund Activity

292 hedge funds and large institutions have $9.44B invested in iShares US Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-7
Holders Change %
-2.34%
% of All Funds
8.48%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
29
Increased
103
Reduced
101
Closed
34
Calls
$899M
Puts
$2.21B
Net Calls
-$1.31B
Net Calls Change
-$411M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.01B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$190M
4
CS
4
Credit Suisse
Switzerland
$699M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$165M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$815M
3
Barclays
3
Barclays
United Kingdom
$178M
4
Citigroup
4
Citigroup
New York
$809M
5
UOTTAIMCU
5
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
226
Private Trust Company
Ohio
$261K +$19.4K +281 +8%
FCI
227
Financial Counselors Inc
Kansas
$249K – – –
KA
228
Kovack Advisors
Florida
$242K +$15.5K +225 +7%
JA
229
JOYN Advisors
Georgia
$239K +$1.18K +17 +0.5%
CMP
230
Courage Miller Partners
Virginia
$239K +$14.3K +207 +6%
AC
231
Alexandria Capital
Virginia
$237K -$4.23K -61 -2%
CCB
232
Cutter & Co Brokerage
Missouri
$236K +$35.5K +514 +18%
WRM
233
Westport Resources Management
Connecticut
$222K +$7K +101 +3%
AWM
234
Altavista Wealth Management
North Carolina
$222K +$6.99K +101 +3%
TIM
235
Tortoise Investment Management
New York
$216K -$9.57K -138 -4%
NES
236
New England Securities
New York
$212K -$56.2K -814 -21%
AIS
237
American Investment Services
Massachusetts
$212K – – –
GT
238
Glenmede Trust
Pennsylvania
$207K -$8.63K -125 -4%
WTB
239
Washington Trust Bank
Washington
$206K -$19K -275 -8%
WA
240
WFG Advisors
Texas
$203K +$10.5K +151 +5%
BCM
241
Brookstone Capital Management
Illinois
$202K +$202K +2,926 New
S
242
SignatureFD
Georgia
$194K – – –
Credit Agricole
243
Credit Agricole
France
$190K +$190K +2,750 New
WTC
244
WhitTier Trust Company
Nevada
$182K – – –
Canada Life
245
Canada Life
Manitoba, Canada
$180K – – –
FWM
246
Focused Wealth Management
New York
$166K +$555 +8 +0.3%
CWM
247
Cranbrook Wealth Management
Michigan
$160K – – –
EWM
248
Evercore Wealth Management
New York
$152K – – –
MHS
249
M Holdings Securities
Oregon
$138K +$138K +2,346 New
SSG
250
Summit Securities Group
New York
$131K +$89.6K +1,300 +217%
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