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iShares US Real Estate ETF
IYR

Overview Fund Activity

324 hedge funds and large institutions have $5.77B invested in iShares US Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+19
Holders Change %
+6.23%
% of All Funds
8.51%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.47%
New
55
Increased
112
Reduced
99
Closed
35
Calls
$491M
Puts
$1.49B
Net Calls
-$1B
Net Calls Change
-$623M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$383M
2
BIT
BlackRock Institutional Trust
California
$76.1M
3
CS
Credit Suisse
Switzerland
$87.3M
4
LPL Financial
LPL Financial
California
$89.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$37.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$628M
2
Citigroup
Citigroup
New York
$367M
3
Barclays
Barclays
United Kingdom
$85.3M
4
Goldman Sachs
Goldman Sachs
New York
$704M
5
SC
Sculptor Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
251
CT Financial Advisors
Pennsylvania
$243K +$3.45K +46 +1%
BA
252
Bristlecone Advisors
Washington
$242K +$242K +3,226 New
JIP
253
Jaffetilchin Investment Partners
Florida
$240K +$240K +3,195 New
RTIM
254
Round Table Investment Management
North Carolina
$239K -$4.65M -61,820 -95%
WA
255
Winfield Associates
Ohio
$234K +$33.8K +450 +17%
PP
256
Patten & Patten
Tennessee
$233K -$1.88K -25 -0.8%
LA
257
LVW Advisors
New York
$232K – – –
MWAC
258
Mariner Wealth Advisors (Cincinnati)
Ohio
$226K +$226K +3,010 New
TC
259
Trust Company
Kansas
$210K +$210K +2,800 New
VCM
260
Vigilant Capital Management
Maine
$203K – – –
CAM
261
Concorde Asset Management
Michigan
$203K +$203K +2,699 New
BSW
262
Buckingham Strategic Wealth
Missouri
$202K +$202K +2,687 New
IA
263
IndexIQ Advisors
New York
$176K -$1.25M -16,673 -88%
HNB
264
Huntington National Bank
Ohio
$170K -$161K – –
EWM
265
Evercore Wealth Management
New York
$165K – – –
CWM
266
Cranbrook Wealth Management
Michigan
$162K – – –
FWM
267
Focused Wealth Management
New York
$145K +$1.2K +16 +0.8%
TCM
268
TD Capital Management
Tennessee
$141K +$39.9K +532 +39%
MMG
269
Monetary Management Group
Missouri
$131K +$131K +1,750 New
CAL
270
Capital Analysts LLC
Pennsylvania
$119K -$2.25K -30 -2%
AWM
271
Avior Wealth Management
Nebraska
$118K -$2.55K -34 -2%
CFA
272
Camarda Financial Advisors
Florida
$115K +$115K +1,533 New
DADC
273
D.A. Davidson & Co
Montana
$113K -$30K -400 -21%
VFA
274
Virtus Fund Advisers
Connecticut
$110K -$17K -227 -13%
VIA
275
Vantage Investment Advisors
Pennsylvania
$103K – – –
9 10
11
12 13