iShares US Real Estate ETF
348 hedge funds and large institutions have $5.1B invested in iShares US Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 114 reducing their positions, and 37 closing their positions.
59% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 37
27% more funds holding in top 10
Funds holding in top 10: 22 → 28 (+6)
6% more funds holding
Funds holding: 327 → 348 (+21)
4% more capital invested
Capital invested by funds: $4.91B → $5.1B (+$189M)
1% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 114
4.26% less ownership
Funds ownership: 103.51% → 99.25% (-4.3%)
69% less call options, than puts
Call options by funds: $1B | Put options by funds: $3.28B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$173M |
| 2 |
Citigroup
New York
|
+$103M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$96.6M |
| 4 |
SIG
Senator Investment Group
New York
|
+$57.8M |
| 5 |
B
Bailard
Foster City,
California
|
+$49.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$201M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$171M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$90.4M |
| 4 |
Two Sigma Advisers
New York
|
-$87.8M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$73.3M |
IYR Hedge Fund Activity: Q2 2016 in Review
348 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2016, worth a combined $5.1B — up 3.8% from $4.91B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new IYR positions and 37 closed out — a net gain of 22 holders — while 115 added to existing stakes and 114 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $173M. The largest seller was JP Morgan Chase, cutting an estimated $201M.
- 348 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2016, up from 327 in Q1 2016.
- Funds reported $5.1B of iShares US Real Estate ETF stock for Q2 2016, up 3.8% quarter-over-quarter.
- 59 funds opened new iShares US Real Estate ETF positions in Q2 2016 and 37 closed out, a net change of +22 holders.
- The largest iShares US Real Estate ETF buyer in Q2 2016 was Morgan Stanley, an estimated $173M added.
- The largest iShares US Real Estate ETF seller in Q2 2016 was JP Morgan Chase, an estimated $201M sold.
Based on aggregated 13F filings for Q2 2016.