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iShares US Real Estate ETF
IYR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+11
Holders Change %
+3.19%
% of All Funds
8.89%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.5%
New
52
Increased
109
Reduced
115
Closed
37
Calls
$1.39B
Puts
$1.4B
Net Calls
-$12.8M
Net Calls Change
+$258M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$226M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$232M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$52.4M
4
Citigroup
4
Citigroup
New York
$236M
5
BCM
5
BlueCrest Capital Management
Jersey
$26M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$343M
2
Goldman Sachs
2
Goldman Sachs
New York
$247M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.67M
4
UBS Group
4
UBS Group
Switzerland
$216M
5
Bank of America
5
Bank of America
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
226
Oppenheimer & Co
New York
$375K -$3.12K -39 -0.8%
KTA
227
Keeley-Teton Advisors
Illinois
$373K – – –
ACM
228
AlphaStar Capital Management
North Carolina
$373K +$373K +4,664 New
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
$373K +$373K +4,675 New
RIA
230
Regal Investment Advisors
Michigan
$369K -$3.67K -46 -1%
PP
231
Patten & Patten
Tennessee
$368K -$38.7K -485 -10%
ACPU
232
Arrowgrass Capital Partners (US)
Delaware
$365K +$11.5K +144 +3%
SCG
233
Sonata Capital Group
Washington
$363K – – –
SSG
234
Summit Securities Group
New York
$359K -$1.48M -18,600 -81%
GW
235
GW & Wade
Massachusetts
$357K – – –
PA
236
Pinnacle Associates
New York
$355K -$3.99K -50 -1%
AFP
237
Ausdal Financial Partners
Iowa
$336K +$2.88K +36 +0.9%
GMI
238
Greystone Managed Investments
Saskatchewan, Canada
$334K +$40K +500 +14%
PAS
239
Partnervest Advisory Services
California
$331K +$128K +1,597 +63%
EVM
240
Eaton Vance Management
Massachusetts
$325K +$325K +4,073 New
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$324K +$57.5K +719 +22%
ACM
242
Azimuth Capital Management
Michigan
$316K – – –
AWM
243
Altavista Wealth Management
North Carolina
$316K +$80 +1 +0%
JA
244
JOYN Advisors
Georgia
$310K -$40.2K -503 -11%
LC
245
Lourd Capital
California
$308K – – –
SCM
246
Southport Capital Management
Tennessee
$306K – – –
TPWA
247
TRUE Private Wealth Advisors
Oregon
$302K – – –
PMG
248
ProVise Management Group
Florida
$300K +$1.44K +18 +0.5%
DC
249
Davenport & Co
Virginia
$295K -$31.8K -398 -10%
OCM
250
One Capital Management
California
$284K +$284K +3,552 New
8 9
10
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