iShares US Real Estate ETF
IYR
305 hedge funds and large institutions have $5.96B invested in iShares US Real Estate ETF in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 117 reducing their positions, and 43 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
3% less funds holding
Funds holding: 314 → 305 (-9)
7% less capital invested
Capital invested by funds: $6.38B → $5.96B (-$425M)
12% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 43
20% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 117
21.17% less ownership
Funds ownership: 172.35% → 151.18% (-21%)
29% less call options, than puts
Call options by funds: $925M | Put options by funds: $1.3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$493M |
| 2 |
JP Morgan Chase
New York
|
+$95.9M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$39.7M |
| 4 |
SC
Sculptor Capital
New York
|
+$33.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$266M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$204M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$186M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$102M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$97.4M |
IYR Hedge Fund Activity: Q3 2015 in Review
305 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2015, worth a combined $5.96B — down 6.7% from $6.38B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of IYR and 38 opened new positions — a net loss of 5 holders — while 117 trimmed existing stakes and 94 added.
The largest buyer was Bank of America, adding an estimated $493M. The largest seller was Morgan Stanley, cutting an estimated $266M.
- 305 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2015, down from 314 in Q2 2015.
- Funds reported $5.96B of iShares US Real Estate ETF stock for Q3 2015, down 6.7% quarter-over-quarter.
- 38 funds opened new iShares US Real Estate ETF positions in Q3 2015 and 43 closed out, a net change of -5 holders.
- The largest iShares US Real Estate ETF buyer in Q3 2015 was Bank of America, an estimated $493M added.
- The largest iShares US Real Estate ETF seller in Q3 2015 was Morgan Stanley, an estimated $266M sold.
Based on aggregated 13F filings for Q3 2015.