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iShares US Real Estate ETF
IYR

Overview Fund Activity

292 hedge funds and large institutions have $9.44B invested in iShares US Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-7
Holders Change %
-2.34%
% of All Funds
8.48%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
29
Increased
103
Reduced
101
Closed
34
Calls
$899M
Puts
$2.21B
Net Calls
-$1.31B
Net Calls Change
-$411M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.01B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$190M
4
CS
4
Credit Suisse
Switzerland
$699M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$165M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$815M
3
Barclays
3
Barclays
United Kingdom
$178M
4
Citigroup
4
Citigroup
New York
$809M
5
UOTTAIMCU
5
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HRIA
251
Haberer Registered Investment Advisor
Ohio
$125K – – –
AWM
252
Avior Wealth Management
Nebraska
$125K +$9.38K +135 +8%
VFA
253
Virtus Fund Advisers
Connecticut
$120K -$10.3K -149 -8%
VIA
254
Vantage Investment Advisors
Pennsylvania
$95K – – –
1832 Asset Management
255
1832 Asset Management
Ontario, Canada
$86K +$86K +1,250 New
NFG
256
Next Financial Group
Texas
$85K +$85K +1,225 New
AF
257
Allworth Financial
California
$75K +$75K +1,086 New
SSB
258
Sandy Spring Bank
Maryland
$66K – – –
1IC
259
1919 Investment Counsel
Maryland
$55K +$27.7K +400 +102%
BOK
260
Bank of Kentucky
Kentucky
$54K – – –
M
261
MOTCO
Texas
$43K -$20.7K -300 -33%
GI
262
Gradient Investments
Minnesota
$42K -$63K -900 -60%
CGT
263
Capital Guardian Trust
California
$42K – – –
OIA
264
Optimum Investment Advisors
Illinois
$42K +$76 +1 +0.2%
MWP
265
MYCIO Wealth Partners
Pennsylvania
$35K – – –
DSC
266
Duncker Streett & Co
Missouri
$35K +$69 +1 +0.2%
CAL
267
Capital Analysts LLC
Pennsylvania
$34.6K – – –
CA
268
CapWealth Advisors
Tennessee
$33K -$4.57K -67 -12%
HR
269
Howe & Rusling
New York
$33K – – –
NSIM
270
North Star Investment Management
Illinois
$33K – – –
WT
271
Whittier Trust
California
$29K – – –
PMFA
272
Plante Moran Financial Advisors
Michigan
$28K +$28K +400 New
First Manhattan
273
First Manhattan
New York
$24K +$24K +350 New
BPBT
274
Boston Private Bank & Trust
Massachusetts
$22K +$22K +315 New
FANJ
275
Financial Architects (New Jersey)
New Jersey
$19K +$19K +275 New
9 10
11
12 13