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iShares US Real Estate ETF
IYR

Overview Fund Activity

324 hedge funds and large institutions have $5.77B invested in iShares US Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+19
Holders Change %
+6.23%
% of All Funds
8.51%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.47%
New
55
Increased
112
Reduced
99
Closed
35
Calls
$491M
Puts
$1.49B
Net Calls
-$1B
Net Calls Change
-$623M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$383M
2
BIT
BlackRock Institutional Trust
California
$76.1M
3
CS
Credit Suisse
Switzerland
$87.3M
4
LPL Financial
LPL Financial
California
$89.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$37.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$628M
2
Citigroup
Citigroup
New York
$367M
3
Barclays
Barclays
United Kingdom
$85.3M
4
Goldman Sachs
Goldman Sachs
New York
$704M
5
SC
Sculptor Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$355K +$355K +4,724 New
PA
227
Pinnacle Associates
New York
$338K – – –
WC
228
Whitnell & Co
Illinois
$338K +$36K +480 +12%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$330K +$12K +160 +4%
11A
230
10-15 Associates
New York
$328K +$4.8K +64 +1%
FCI
231
Financial Counselors Inc
Kansas
$321K +$39.4K +525 +14%
PGFC
232
Peapack-Gladstone Financial Corp
New Jersey
$319K -$37.5K -500 -11%
CMP
233
Courage Miller Partners
Virginia
$317K +$55.1K +735 +21%
LSA
234
L & S Advisors
California
$315K +$315K +4,194 New
SCM
235
Southport Capital Management
Tennessee
$312K – – –
AFP
236
Ausdal Financial Partners
Iowa
$308K +$308K +4,100 New
AWM
237
Altavista Wealth Management
North Carolina
$305K +$305K +4,059 New
SAM
238
Shamrock Asset Management
Texas
$295K +$205K +2,745 +228%
HW
239
Hedeker Wealth
Illinois
$290K +$290K +3,863 New
LC
240
Lourd Capital
California
$289K – – –
MCM
241
Murphy Capital Management
New Jersey
$277K – – –
GT
242
Glenview Trust
Kentucky
$272K +$272K +3,628 New
VAM
243
Visionary Asset Management
Texas
$267K -$6.23K -83 -2%
FMW
244
Farr Miller & Washington
District of Columbia
$267K -$3.53K -47 -1%
PNAA
245
Pictet North America Advisors
Switzerland
$261K – – –
PAS
246
Partnervest Advisory Services
California
$252K +$29.3K +390 +13%
WA
247
Wealth Architects
California
$247K – – –
AC
248
Alexandria Capital
Virginia
$245K +$1.5K +20 +0.6%
MWP
249
MYCIO Wealth Partners
Pennsylvania
$243K -$65.8K -875 -21%
Bessemer Group
250
Bessemer Group
New Jersey
$243K +$137K +1,823 +129%
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