iShares US Real Estate ETF
345 hedge funds and large institutions have $4.53B invested in iShares US Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 127 reducing their positions, and 31 closing their positions.
19% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 31
1% more funds holding
Funds holding: 341 → 345 (+4)
5.18% less ownership
Funds ownership: 103.84% → 98.66% (-5.2%)
7% less capital invested
Capital invested by funds: $4.89B → $4.53B (-$356M)
19% less call options, than puts
Call options by funds: $1.18B | Put options by funds: $1.45B
20% less funds holding in top 10
Funds holding in top 10: 20 → 16 (-4)
22% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$186M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$43.2M |
| 3 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$30.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23M |
| 5 |
N
Natixis
Paris,
France
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$178M |
| 2 |
JP Morgan Chase
New York
|
-$175M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$48.7M |
| 4 |
Two Sigma Investments
New York
|
-$47.7M |
| 5 |
Goldman Sachs
New York
|
-$46.6M |
IYR Hedge Fund Activity: Q2 2017 in Review
345 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2017, worth a combined $4.53B — down 7.3% from $4.89B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IYR positions and 31 closed out — a net gain of 6 holders — while 99 added to existing stakes and 127 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was UBS Group, cutting an estimated $178M.
- 345 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2017, up from 341 in Q1 2017.
- Funds reported $4.53B of iShares US Real Estate ETF stock for Q2 2017, down 7.3% quarter-over-quarter.
- 37 funds opened new iShares US Real Estate ETF positions in Q2 2017 and 31 closed out, a net change of +6 holders.
- The largest iShares US Real Estate ETF buyer in Q2 2017 was Morgan Stanley, an estimated $186M added.
- The largest iShares US Real Estate ETF seller in Q2 2017 was UBS Group, an estimated $178M sold.
Based on aggregated 13F filings for Q2 2017.