We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

333 hedge funds and large institutions have $9.41B invested in iShares US Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

14% more funds holding

Funds holding: 292333 (+41)

0% less capital invested

Capital invested by funds: $9.44B → $9.41B (-$31.1M)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

39.48% less ownership

Funds ownership: 200.52%161.03% (-39%)

71% less call options, than puts

Call options by funds: $707M | Put options by funds: $2.47B

Holders
333
Holders Change
+41
Holders Change %
+14.04%
% of All Funds
8.88%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.72%
New
80
Increased
93
Reduced
106
Closed
31
Calls
$707M
Puts
$2.47B
Net Calls
-$1.76B
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
251
Baker Avenue Asset Management
California
$297K
AWM
252
Altavista Wealth Management
North Carolina
$293K +$41.4K +553 +17%
SYBT
253
Stock Yards Bank & Trust
Kentucky
$291K
QC
254
QCM Cayman
Texas
$281K +$273K +3,653 New
WA
255
Wealth Architects
California
$278K +$271K +3,619 New
OC
256
Oppenheimer & Co
New York
$271K -$67.4K -901 -20%
SS
257
Sunbelt Securities
Texas
$268K +$270K +3,609 New
AC
258
Alexandria Capital
Virginia
$263K +$748 +10 +0.3%
JA
259
JOYN Advisors
Georgia
$262K -$3.59K -48 -1%
CMP
260
Courage Miller Partners
Virginia
$261K -$4.64K -62 -2%
WRM
261
Westport Resources Management
Connecticut
$246K +$75 +1 +0%
GT
262
Glenview Trust
Kentucky
$243K +$236K +3,161 New
CFA
263
CT Financial Advisors
Pennsylvania
$242K +$236K +3,151 New
BSW
264
Buckingham Strategic Wealth
Missouri
$240K +$233K +3,117 New
AIS
265
American Investment Services
Massachusetts
$233K -$2.99K -40 -1%
GW
266
GW & Wade
Massachusetts
$232K +$226K +3,025 New
WA
267
WFG Advisors
Texas
$230K +$4.86K +65 +2%
WTB
268
Washington Trust Bank
Washington
$229K
Credit Agricole
269
Credit Agricole
France
$219K
S
270
SignatureFD
Georgia
$215K
JIC
271
Johnson Investment Counsel
Ohio
$214K +$208K +2,788 New
PGFC
272
Peapack-Gladstone Financial Corp
New Jersey
$212K +$206K +2,755 New
GT
273
Glenmede Trust
Pennsylvania
$211K -$18.7K -250 -8%
VCM
274
Vigilant Capital Management
Maine
$207K +$202K +2,700 New
BSB
275
Bangor Savings Bank
Maine
$204K +$198K +2,654 New

IYR Hedge Fund Activity: Q4 2014 in Review

333 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2014, worth a combined $9.41B — down 0.33% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IYR positions and 31 closed out — a net gain of 49 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $367M. The largest seller was Credit Suisse, cutting an estimated $592M.

  • 333 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $9.41B of iShares US Real Estate ETF stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 80 funds opened new iShares US Real Estate ETF positions in Q4 2014 and 31 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2014 was Deutsche Bank, an estimated $367M added.
  • The largest iShares US Real Estate ETF seller in Q4 2014 was Credit Suisse, an estimated $592M sold.

Based on aggregated 13F filings for Q4 2014.