iShares US Real Estate ETF
IYR
443 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 164 reducing their positions, and 44 closing their positions.
8.2% more ownership
Funds ownership: 82.6% → 90.8% (+8.2%)
5% more capital invested
Capital invested by funds: $4.12B → $4.32B (+$204M)
5% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 44
1% less funds holding
Funds holding: 448 → 443 (-5)
8% less funds holding in top 10
Funds holding in top 10: 24 → 22 (-2)
16% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 164
33% less call options, than puts
Call options by funds: $861M | Put options by funds: $1.28B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$243M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$145M |
| 3 |
B
Bailard
Foster City,
California
|
+$56.7M |
| 4 |
Twin Tree Management
Dallas,
Texas
|
+$46.1M |
| 5 |
VF
Virtu Financial
New York
|
+$36.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$156M |
| 2 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
-$73.6M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$47.4M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$44.2M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$29.2M |
IYR Hedge Fund Activity: Q2 2019 in Review
443 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2019, worth a combined $4.32B — up 5% from $4.12B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IYR positions and 44 closed out — a net gain of 2 holders — while 138 added to existing stakes and 164 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Morgan Stanley, cutting an estimated $156M.
- 443 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2019, down from 448 in Q1 2019.
- Funds reported $4.32B of iShares US Real Estate ETF stock for Q2 2019, up 5% quarter-over-quarter.
- 46 funds opened new iShares US Real Estate ETF positions in Q2 2019 and 44 closed out, a net change of +2 holders.
- The largest iShares US Real Estate ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $243M added.
- The largest iShares US Real Estate ETF seller in Q2 2019 was Morgan Stanley, an estimated $156M sold.
Based on aggregated 13F filings for Q2 2019.