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iShares US Real Estate ETF

416 hedge funds and large institutions have $2.88B invested in iShares US Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 177 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $2.87B → $2.88B (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

5.21% less ownership

Funds ownership: 93.77%88.56% (-5.2%)

7% less funds holding

Funds holding: 447416 (-31)

36% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 78

44% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 177

46% less call options, than puts

Call options by funds: $916M | Put options by funds: $1.7B

Holders
416
Holders Change
-31
Holders Change %
-6.94%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
50
Increased
99
Reduced
177
Closed
78
Calls
$916M
Puts
$1.7B
Net Calls
-$784M
Net Calls Change
-$621M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
226
Ellis Investment Partners
Pennsylvania
$419K -$2.8K -37 -0.7%
WEPOG
227
Wealth Enhancement & Preservation of GA
Georgia
$402K -$353K -4,652 -46%
BA
228
Bristlecone Advisors
Washington
$400K +$62.3K +822 +19%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$398K -$48.9K -645 -11%
CS
230
Comerica Securities
Michigan
$395K +$27.4K +361 +8%
UAS
231
United Asset Strategies
New York
$394K -$320K -4,223 -46%
OC
232
Oppenheimer & Co
New York
$391K -$54.6K -720 -13%
AWM
233
Altavista Wealth Management
North Carolina
$390K +$72.8K +960 +24%
PAM
234
Peak Asset Management
Colorado
$381K -$3.26K -43 -0.9%
BSW
235
Buckingham Strategic Wealth
Missouri
$379K -$251K -3,312 -41%
LIM
236
Leavell Investment Management
Alabama
$378K
FEM
237
Fulcrum Equity Management
Texas
$378K +$363K +4,794 New
NFG
238
Next Financial Group
Texas
$377K -$17K -224 -4%
CWS
239
Cypress Wealth Services
California
$375K -$155K -2,050 -30%
RW
240
RVW Wealth
California
$373K +$359K +4,735 New
NB
241
Northwest Bancshares
Pennsylvania
$370K -$51.2K -676 -13%
ST
242
Sentinel Trust
Texas
$369K +$45.8K +604 +15%
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$368K +$29.6K +391 +9%
PMG
244
ProVise Management Group
Florida
$365K -$6.44K -85 -2%
GI
245
GAMCO Investors
Connecticut
$364K +$72.4K +955 +26%
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$358K -$35.8K -472 -9%
VFA
247
Voya Financial Advisors
Connecticut
$354K -$58.1K -767 -14%
IA
248
IndexIQ Advisors
New York
$353K +$2.8K +37 +0.8%
CHC
249
City Holding Co
West Virginia
$352K
CCM
250
Colorado Capital Management
Colorado
$348K -$17.9K -236 -5%

IYR Hedge Fund Activity: Q2 2020 in Review

416 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2020, worth a combined $2.88B — up 0.1% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of IYR and 50 opened new positions — a net loss of 28 holders — while 177 trimmed existing stakes and 99 added.

The largest buyer was Paloma Partners, adding an estimated $79.2M. The largest seller was Bank of America, cutting an estimated $164M.

  • 416 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2020, down from 447 in Q1 2020.
  • Funds reported $2.88B of iShares US Real Estate ETF stock for Q2 2020, up 0.1% quarter-over-quarter.
  • 50 funds opened new iShares US Real Estate ETF positions in Q2 2020 and 78 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2020 was Paloma Partners, an estimated $79.2M added.
  • The largest iShares US Real Estate ETF seller in Q2 2020 was Bank of America, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2020.