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iShares US Real Estate ETF

333 hedge funds and large institutions have $9.41B invested in iShares US Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

14% more funds holding

Funds holding: 292333 (+41)

0% less capital invested

Capital invested by funds: $9.44B → $9.41B (-$31.1M)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

39.48% less ownership

Funds ownership: 200.52%161.03% (-39%)

71% less call options, than puts

Call options by funds: $707M | Put options by funds: $2.47B

Holders
333
Holders Change
+41
Holders Change %
+14.04%
% of All Funds
8.88%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.72%
New
80
Increased
93
Reduced
106
Closed
31
Calls
$707M
Puts
$2.47B
Net Calls
-$1.76B
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
CNB
226
City National Bank
California
$377K -$29.6K -396 -7%
LIA
227
LBMC Investment Advisors
Tennessee
$375K
OCM
228
One Capital Management
California
$374K +$21.7K +290 +6%
CWP
229
Capital Wealth Planning
Florida
$366K
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$363K -$523 -7 -0.1%
CCB
231
Cutter & Co Brokerage
Missouri
$363K +$98.2K +1,313 +38%
PAM
232
Peak Asset Management
Colorado
$362K +$352K +4,708 New
WC
233
Whitnell & Co
Illinois
$360K -$19.4K -260 -5%
PP
234
Patten & Patten
Tennessee
$357K -$52.3K -700 -13%
SI
235
SII Investments
Wisconsin
$354K -$15K -201 -4%
FA
236
FDx Advisors
Illinois
$353K -$39.4K -527 -10%
SIA
237
Stancorp Investment Advisers
Oregon
$349K +$340K +4,545 New
PA
238
Pinnacle Associates
New York
$346K -$20.4K -273 -6%
SCM
239
Southport Capital Management
Tennessee
$339K
JIP
240
Jaffetilchin Investment Partners
Florida
$333K -$58.5K -782 -15%
ICM
241
Ionic Capital Management
New York
$332K -$51.6K -690 -14%
UBS AM
242
UBS AM
Illinois
$330K -$22.4K -300 -7%
VAM
243
Visionary Asset Management
Texas
$323K -$3.96K -53 -1%
VAM
244
Verity Asset Management
North Carolina
$319K +$311K +4,159 New
LA
245
LVW Advisors
New York
$314K +$306K +4,086 New
Fidelity Investments
246
Fidelity Investments
Massachusetts
$310K -$8.08K -108 -3%
NES
247
New England Securities
New York
$308K +$70.4K +941 +31%
NCM
248
Narwhal Capital Management
Georgia
$307K
LC
249
Lourd Capital
California
$305K
ACM
250
Azimuth Capital Management
Michigan
$304K

IYR Hedge Fund Activity: Q4 2014 in Review

333 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2014, worth a combined $9.41B — down 0.33% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IYR positions and 31 closed out — a net gain of 49 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $367M. The largest seller was Credit Suisse, cutting an estimated $592M.

  • 333 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $9.41B of iShares US Real Estate ETF stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 80 funds opened new iShares US Real Estate ETF positions in Q4 2014 and 31 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2014 was Deutsche Bank, an estimated $367M added.
  • The largest iShares US Real Estate ETF seller in Q4 2014 was Credit Suisse, an estimated $592M sold.

Based on aggregated 13F filings for Q4 2014.