iShares US Real Estate ETF
356 hedge funds and large institutions have $4.03B invested in iShares US Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 37 closing their positions.
41% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 37
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
3% more funds holding
Funds holding: 345 → 356 (+11)
1% less call options, than puts
Call options by funds: $1.39B | Put options by funds: $1.4B
5% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 115
11% less capital invested
Capital invested by funds: $4.53B → $4.03B (-$502M)
12.96% less ownership
Funds ownership: 98.66% → 85.7% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$63.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$55.8M |
| 3 |
JP Morgan Chase
New York
|
+$44.6M |
| 4 |
Citigroup
New York
|
+$42.1M |
| 5 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$331M |
| 2 |
Goldman Sachs
New York
|
-$205M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$90.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$71.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$71.3M |
IYR Hedge Fund Activity: Q3 2017 in Review
356 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2017, worth a combined $4.03B — down 11% from $4.53B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IYR positions and 37 closed out — a net gain of 15 holders — while 109 added to existing stakes and 115 trimmed.
The largest buyer was Wells Fargo, adding an estimated $63.7M. The largest seller was Morgan Stanley, cutting an estimated $331M.
- 356 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2017, up from 345 in Q2 2017.
- Funds reported $4.03B of iShares US Real Estate ETF stock for Q3 2017, down 11% quarter-over-quarter.
- 52 funds opened new iShares US Real Estate ETF positions in Q3 2017 and 37 closed out, a net change of +15 holders.
- The largest iShares US Real Estate ETF buyer in Q3 2017 was Wells Fargo, an estimated $63.7M added.
- The largest iShares US Real Estate ETF seller in Q3 2017 was Morgan Stanley, an estimated $331M sold.
Based on aggregated 13F filings for Q3 2017.