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iShares US Real Estate ETF
IYR

Overview Fund Activity

387 hedge funds and large institutions have $5.06B invested in iShares US Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
8.86%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.5%
New
54
Increased
113
Reduced
126
Closed
49
Calls
$499M
Puts
$1.6B
Net Calls
-$1.1B
Net Calls Change
-$132M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$350M
2
Goldman Sachs
Goldman Sachs
New York
$612M
3
Bank of America
Bank of America
North Carolina
$469M
4
UBS Group
UBS Group
Switzerland
$240M
5
LMIM
Lockheed Martin Investment Management
Maryland
$124M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$626M
3
N
Natixis
France
$3.76M
4
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$0
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
226
Valeo Financial Advisors
Indiana
$393K – – –
LIM
227
Leavell Investment Management
Alabama
$387K – – –
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$387K +$4.96K +62 +1%
OC
229
Oppenheimer & Co
New York
$386K -$98.3K -1,230 -20%
APG
230
Abacus Planning Group
South Carolina
$382K – – –
CS
231
Comerica Securities
Michigan
$370K – – –
GIA
232
Granite Investment Advisors
New Hampshire
$360K – – –
PA
233
Pinnacle Associates
New York
$352K -$4K -50 -1%
AIM
234
Advantage Investment Management
Iowa
$352K +$344K +4,306 +4,485%
GMI
235
Greystone Managed Investments
Saskatchewan, Canada
$350K -$24K -300 -6%
PFA
236
Pure Financial Advisors
California
$340K +$340K +4,244 New
AWM
237
Altavista Wealth Management
North Carolina
$337K +$80 +1 +0%
ACM
238
Avalon Capital Management
California
$328K -$97.6K -1,219 -23%
RJT
239
Raymond James Trust
Florida
$323K +$53.5K +669 +20%
CAM
240
Cozad Asset Management
Illinois
$322K – – –
1832 Asset Management
241
1832 Asset Management
Ontario, Canada
$321K -$16.5K -206 -5%
JIC
242
Johnson Investment Counsel
Ohio
$321K +$62.2K +779 +24%
CHC
243
City Holding Co
West Virginia
$320K – – –
PSUF
244
People's United Financial
Connecticut
$316K -$24K -300 -7%
HSA
245
HBK Sorce Advisory
Pennsylvania
$314K -$229K -2,862 -42%
DC
246
Davenport & Co
Virginia
$311K -$39.2K -489 -11%
AFP
247
Ausdal Financial Partners
Iowa
$311K – – –
HNB
248
Huntington National Bank
Ohio
$308K -$185K – –
LC
249
Lourd Capital
California
$307K +$307K +3,839 New
BF
250
BOK Financial
Oklahoma
$306K -$28K -350 -8%
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10
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