iShares US Real Estate ETF
IYR
327 hedge funds and large institutions have $4.91B invested in iShares US Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 140 reducing their positions, and 35 closing their positions.
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
20% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 35
1% more funds holding
Funds holding: 324 → 327 (+3)
15% less capital invested
Capital invested by funds: $5.77B → $4.91B (-$855M)
22.08% less ownership
Funds ownership: 125.59% → 103.51% (-22%)
35% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 140
79% less call options, than puts
Call options by funds: $446M | Put options by funds: $2.13B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$45.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$43.7M |
| 3 |
JP Morgan Chase
New York
|
+$42.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$37.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$400M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$336M |
| 3 |
Citigroup
New York
|
-$189M |
| 4 |
Goldman Sachs
New York
|
-$101M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$45M |
IYR Hedge Fund Activity: Q1 2016 in Review
327 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2016, worth a combined $4.91B — down 15% from $5.77B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IYR positions and 35 closed out — a net gain of 7 holders — while 91 added to existing stakes and 140 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $45.2M. The largest seller was Morgan Stanley, cutting an estimated $400M.
- 327 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2016, up from 324 in Q4 2015.
- Funds reported $4.91B of iShares US Real Estate ETF stock for Q1 2016, down 15% quarter-over-quarter.
- 42 funds opened new iShares US Real Estate ETF positions in Q1 2016 and 35 closed out, a net change of +7 holders.
- The largest iShares US Real Estate ETF buyer in Q1 2016 was FormulaFolio Investments, an estimated $45.2M added.
- The largest iShares US Real Estate ETF seller in Q1 2016 was Morgan Stanley, an estimated $400M sold.
Based on aggregated 13F filings for Q1 2016.