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iShares US Real Estate ETF
IYR

Overview Fund Activity

362 hedge funds and large institutions have $4.15B invested in iShares US Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 141 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-25
Holders Change %
-6.46%
% of All Funds
8.31%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.34%
New
44
Increased
98
Reduced
141
Closed
67
Calls
$653M
Puts
$1.54B
Net Calls
-$887M
Net Calls Change
-$298M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$261M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$260M
3
N
Natixis
France
+$192M
4
Morgan Stanley
Morgan Stanley
New York
+$97M
5
Deutsche Bank
Deutsche Bank
Germany
+$73.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$124M
2
Wells Fargo
Wells Fargo
California
-$121M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$103M
4
Bank of America
Bank of America
North Carolina
-$99.3M
5
UBS Group
UBS Group
Switzerland
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Altavista Wealth Management
North Carolina
$318K +$19.6K +260 +7%
BF
227
BOK Financial
Oklahoma
$314K +$97.8K +1,300 +45%
FAIM
228
Financial Advocates Investment Management
Washington
$313K -$2.78M -36,816 -90%
AFP
229
Ausdal Financial Partners
Iowa
$311K – – –
PP
230
Patten & Patten
Tennessee
$306K -$15.1K -200 -5%
BTS
231
BB&T Securities
Virginia
$303K -$274K -3,638 -47%
ACM
232
Azimuth Capital Management
Michigan
$298K – – –
ST
233
Smithfield Trust
Pennsylvania
$294K -$414K -5,490 -58%
JA
234
JOYN Advisors
Georgia
$294K +$679 +9 +0.2%
SCM
235
Southport Capital Management
Tennessee
$289K – – –
FA
236
FDx Advisors
Illinois
$287K +$54.2K +719 +23%
MMG
237
Monetary Management Group
Missouri
$287K +$287K +3,800 New
RJT
238
Raymond James Trust
Florida
$286K +$70.4K +932 +33%
ALIONA
239
Allianz Life Insurance of North America
Minnesota
$286K +$286K +3,784 New
GRP
240
Global Retirement Partners
California
$280K -$46.7K -619 -14%
REMS
241
Real Estate Management Services
$272K -$416K -5,500 -60%
JIP
242
Jaffetilchin Investment Partners
Florida
$271K +$9.14K +121 +3%
PWM
243
Perigon Wealth Management
California
$270K -$65.2K -865 -19%
TD Asset Management
244
TD Asset Management
Ontario, Canada
$268K – – –
KSA
245
Ken Stern & Associates
California
$266K +$266K +3,530 New
CA
246
Clearstead Advisors
Ohio
$259K +$2.19K +29 +0.9%
PMG
247
ProVise Management Group
Florida
$258K – – –
GW
248
GW & Wade
Massachusetts
$255K – – –
HH
249
Hilltop Holdings
Texas
$255K +$255K +3,378 New
FI
250
FormulaFolio Investments
Michigan
$253K -$6.48M -85,698 -96%
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