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iShares US Real Estate ETF

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

8.89% more ownership

Funds ownership: 99.13%108.02% (+8.9%)

1% more capital invested

Capital invested by funds: $4.12B → $4.15B (+$21.9M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

6% less funds holding

Funds holding: 387362 (-25)

30% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 141

34% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 67

58% less call options, than puts

Call options by funds: $653M | Put options by funds: $1.54B

Holders
362
Holders Change
-25
Holders Change %
-6.46%
% of All Funds
8.3%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Altavista Wealth Management
North Carolina
$318K +$19.7K +260 +7%
BF
227
BOK Financial
Oklahoma
$314K +$98.6K +1,300 +45%
FAIM
228
Financial Advocates Investment Management
Washington
$313K -$2.79M -36,816 -90%
AFP
229
Ausdal Financial Partners
Iowa
$311K
PP
230
Patten & Patten
Tennessee
$306K -$15.2K -200 -5%
BTS
231
BB&T Securities
Virginia
$303K -$276K -3,638 -47%
ACM
232
Azimuth Capital Management
Michigan
$298K
ST
233
Smithfield Trust
Pennsylvania
$294K -$417K -5,490 -58%
JA
234
JOYN Advisors
Georgia
$294K +$683 +9 +0.2%
SCM
235
Southport Capital Management
Tennessee
$289K
FA
236
FDx Advisors
Illinois
$287K +$54.6K +719 +23%
MMG
237
Monetary Management Group
Missouri
$287K +$288K +3,800 New
RJT
238
Raymond James Trust
Florida
$286K +$70.7K +932 +33%
ALIONA
239
Allianz Life Insurance of North America
Minnesota
$286K +$287K +3,784 New
GRP
240
Global Retirement Partners
California
$280K -$47K -619 -14%
REMS
241
Real Estate Management Services
$272K -$417K -5,500 -60%
JIP
242
Jaffetilchin Investment Partners
Florida
$271K +$9.18K +121 +3%
PWM
243
Perigon Wealth Management
California
$270K -$65.6K -865 -19%
TD Asset Management
244
TD Asset Management
Ontario, Canada
$268K
KSA
245
Ken Stern & Associates
California
$266K +$268K +3,530 New
CA
246
Clearstead Advisors
Ohio
$259K +$2.2K +29 +0.9%
PMG
247
ProVise Management Group
Florida
$258K
GW
248
GW & Wade
Massachusetts
$255K
HH
249
Hilltop Holdings
Texas
$255K +$256K +3,378 New
FI
250
FormulaFolio Investments
Michigan
$253K -$6.5M -85,698 -96%

IYR Hedge Fund Activity: Q1 2018 in Review

362 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2018, worth a combined $4.15B — up 0.53% from $4.12B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of IYR and 44 opened new positions — a net loss of 23 holders — while 141 trimmed existing stakes and 98 added.

The largest buyer was Goldman Sachs, adding an estimated $262M. The largest seller was Royal Bank of Canada, cutting an estimated $125M.

  • 362 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2018, down from 387 in Q4 2017.
  • Funds reported $4.15B of iShares US Real Estate ETF stock for Q1 2018, up 0.53% quarter-over-quarter.
  • 44 funds opened new iShares US Real Estate ETF positions in Q1 2018 and 67 closed out, a net change of -23 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2018 was Goldman Sachs, an estimated $262M added.
  • The largest iShares US Real Estate ETF seller in Q1 2018 was Royal Bank of Canada, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2018.