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iShares US Real Estate ETF
IYR

Overview Fund Activity

387 hedge funds and large institutions have $5.06B invested in iShares US Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
8.86%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.5%
New
54
Increased
113
Reduced
126
Closed
49
Calls
$499M
Puts
$1.6B
Net Calls
-$1.1B
Net Calls Change
-$132M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$350M
2
Goldman Sachs
Goldman Sachs
New York
$612M
3
Bank of America
Bank of America
North Carolina
$469M
4
UBS Group
UBS Group
Switzerland
$240M
5
LMIM
Lockheed Martin Investment Management
Maryland
$124M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$626M
3
N
Natixis
France
$3.76M
4
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$0
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
Southport Capital Management
Tennessee
$306K – – –
CAM
252
Claret Asset Management
Quebec, Canada
$305K -$1.84K -23 -0.6%
JIP
253
Jaffetilchin Investment Partners
Florida
$305K +$2K +25 +0.7%
KSA
254
Ken Stern & Associates
California
$304K +$80 +1 +0%
RGNCM
255
R.G. Niederhoffer Capital Management
New York
$288K +$288K +3,600 New
BTS
256
BB&T Securities
Virginia
$284K -$17.1K -214 -6%
CCM
257
Crabel Capital Management
California
$282K -$29.2K -366 -9%
CA
258
Clearstead Advisors
Ohio
$277K +$2.64K +33 +1%
PAM
259
Peak Asset Management
Colorado
$276K +$35K +437 +15%
DADC
260
D.A. Davidson & Co
Montana
$275K +$275K +3,442 New
FA
261
FDx Advisors
Illinois
$273K -$34.6K -432 -11%
LIA
262
LBMC Investment Advisors
Tennessee
$271K – – –
TD Asset Management
263
TD Asset Management
Ontario, Canada
$268K – – –
CIR
264
Clear Investment Research
Georgia
$266K -$5.76M -71,991 -96%
ATC
265
Argent Trust Co
Tennessee
$265K – – –
OCM
266
One Capital Management
California
$261K -$7.84K -98 -3%
RPC
267
Rossmore Private Capital
Connecticut
$261K +$261K +3,256 New
SCG
268
Sonata Capital Group
Washington
$259K – – –
MMG
269
Monetary Management Group
Missouri
$254K -$30K -375 -11%
GW
270
GW & Wade
Massachusetts
$253K -$33.3K -416 -12%
WA
271
Wealth Architects
California
$252K – – –
MWP
272
MYCIO Wealth Partners
Pennsylvania
$250K – – –
PP
273
Patten & Patten
Tennessee
$245K -$80.1K -1,000 -25%
PO
274
Private Ocean
California
$245K +$880 +11 +0.4%
CA
275
CapWealth Advisors
Tennessee
$243K – – –
9 10
11
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