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iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.71% more ownership

Funds ownership: 148.18%219.9% (+72%)

17% more capital invested

Capital invested by funds: $6.65B → $7.78B (+$1.13B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.1B

1% less funds holding

Funds holding: 267265 (-2)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.69%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
251
Tompkins Financial
New York
$12K
AFS
252
Aft Forsyth & Sober
Florida
$9K
CAL
253
Capital Analysts LLC
Pennsylvania
$6.31K
FMP
254
Financial Management Professionals
Texas
$5K
ZTNA
255
Zions Trust National Association
Utah
$5K
PSI
256
Pinnacle Summer Investments
Virginia
$4K +$3.74K +58 New
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$4K +$4.12K +64 New
RFA
258
Reilly Financial Advisors
California
$3K
AA
259
Apriem Advisors
California
$2K -$4.83K -75 -68%
SFSIG
260
San Francisco Sentry Investment Group
California
$2K
SNT
261
Security National Trust
West Virginia
$2K
CL
262
CFS LLC
Oklahoma
$2K +$1.61K +25 New
CCS
263
Crosspoint Capital Strategies
California
$2K +$1.93K +30 New
FIG
264
Fusion Investment Group
Pennsylvania
$2K +$2.06K +32 New
TFA
265
Transamerica Financial Advisors
Florida
$1K +$64 +1 New
WTB
266
Washington Trust Bank
Washington
$17 -$245K -3,797 -93%
GCM
267
Graham Capital Management
Connecticut
-$60.9M -955,000 Closed
EA
268
Euclid Advisors
Connecticut
-$28.2M -442,860 Closed
WTIM
269
Wilmington Trust Investment Management
Delaware
-$22.8M -357,274 Closed
TAG
270
Tactical Allocation Group
Michigan
-$16.2M -253,526 Closed
TRCT
271
Tower Research Capital (TRC)
New York
-$15M -234,524 Closed
BFA
272
Beaumont Financial Advisors
Massachusetts
-$14.2M -223,185 Closed
ERSOT
273
Employees Retirement System of Texas
Texas
-$12.2M -192,000 Closed
AAMU
274
Amundi Asset Management US
Massachusetts
-$8.94M -140,180 Closed
Fidelity Investments
275
Fidelity Investments
Massachusetts
-$8.35M -131,014 Closed

IYR Hedge Fund Activity: Q4 2013 in Review

265 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2013, worth a combined $7.78B — up 17% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 45 closed out — a net gain of 1 holder — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Citigroup, adding an estimated $660M. The largest seller was SG Americas Securities, cutting an estimated $80.1M.

  • 265 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $7.78B of iShares US Real Estate ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q4 2013 and 45 closed out, a net change of +1 holder.
  • The largest iShares US Real Estate ETF buyer in Q4 2013 was Citigroup, an estimated $660M added.
  • The largest iShares US Real Estate ETF seller in Q4 2013 was SG Americas Securities, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2013.