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iShares US Real Estate ETF

299 hedge funds and large institutions have $9.84B invested in iShares US Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

1% more funds holding

Funds holding: 296299 (+3)

1% more capital invested

Capital invested by funds: $9.75B → $9.84B (+$89.1M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

21.63% less ownership

Funds ownership: 217.61%195.98% (-22%)

52% less call options, than puts

Call options by funds: $813M | Put options by funds: $1.71B

Holders
299
Holders Change
+3
Holders Change %
+1.01%
% of All Funds
8.59%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.63%
New
35
Increased
111
Reduced
100
Closed
30
Calls
$813M
Puts
$1.71B
Net Calls
-$898M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
251
Canada Life
Manitoba, Canada
$186K
FWM
252
Focused Wealth Management
New York
$171K -$3.59K -51 -2%
RIA
253
Regal Investment Advisors
Michigan
$168K +$68.4K +971 +71%
CWM
254
Cranbrook Wealth Management
Michigan
$166K
EWM
255
Evercore Wealth Management
New York
$158K +$155K +2,200 New
BA
256
BlackRock Advisors
Delaware
$141K -$3.25M -46,218 -96%
VFA
257
Virtus Fund Advisers
Connecticut
$135K +$133K +1,887 New
PAS
258
Partnervest Advisory Services
California
$134K -$6.16M -87,492 -98%
HRIA
259
Haberer Registered Investment Advisor
Ohio
$129K
AWM
260
Avior Wealth Management
Nebraska
$120K -$11.5K -164 -9%
ST
261
Spot Trading
Illinois
$108K -$8.25M -117,165 -99%
VIA
262
Vantage Investment Advisors
Pennsylvania
$98K -$1.41K -20 -1%
SSB
263
Sandy Spring Bank
Maryland
$69K
M
264
MOTCO
Texas
$66K
BRWA
265
B. Riley Wealth Advisors
Florida
$58.9K -$107K -1,524 -65%
ICM
266
Ionic Capital Management
New York
$57K +$55.6K +790 New
BOK
267
Bank of Kentucky
Kentucky
$56K
TFA
268
Transamerica Financial Advisors
Florida
$52K +$50K +710 +11,833%
GI
269
Gradient Investments
Minnesota
$50K +$7.04K +100 +7%
SSG
270
Summit Securities Group
New York
$43K -$239K -3,400 -85%
CGT
271
Capital Guardian Trust
California
$43K
CA
272
CapWealth Advisors
Tennessee
$40K +$352 +5 +0.9%
OIA
273
Optimum Investment Advisors
Illinois
$40K +$39.1K +555 New
MWP
274
MYCIO Wealth Partners
Pennsylvania
$36K
DSC
275
Duncker Streett & Co
Missouri
$36K +$70 +1 +0.2%

IYR Hedge Fund Activity: Q2 2014 in Review

299 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2014, worth a combined $9.84B — up 0.91% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYR positions and 30 closed out — a net gain of 5 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $325M. The largest seller was Deutsche Bank, cutting an estimated $444M.

  • 299 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2014, up from 296 in Q1 2014.
  • Funds reported $9.84B of iShares US Real Estate ETF stock for Q2 2014, up 0.91% quarter-over-quarter.
  • 35 funds opened new iShares US Real Estate ETF positions in Q2 2014 and 30 closed out, a net change of +5 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2014 was Bank of America, an estimated $325M added.
  • The largest iShares US Real Estate ETF seller in Q2 2014 was Deutsche Bank, an estimated $444M sold.

Based on aggregated 13F filings for Q2 2014.