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iShares US Real Estate ETF

416 hedge funds and large institutions have $2.88B invested in iShares US Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 177 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $2.87B → $2.88B (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

5.21% less ownership

Funds ownership: 93.77%88.56% (-5.2%)

7% less funds holding

Funds holding: 447416 (-31)

36% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 78

44% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 177

46% less call options, than puts

Call options by funds: $916M | Put options by funds: $1.7B

Holders
416
Holders Change
-31
Holders Change %
-6.94%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
50
Increased
99
Reduced
177
Closed
78
Calls
$916M
Puts
$1.7B
Net Calls
-$784M
Net Calls Change
-$621M
Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
251
First United Bank & Trust
Maryland
$343K -$43.6K -575 -12%
APG
252
Abacus Planning Group
South Carolina
$337K
GFS
253
GYL Financial Synergies
Connecticut
$337K
AG
254
Appleton Group
Wisconsin
$331K +$319K +4,205 New
SCP
255
Stamos Capital Partners
California
$323K +$311K +4,100 New
PSUF
256
People's United Financial
Connecticut
$322K
SC
257
Scotia Capital
Ontario, Canada
$318K -$87.1K -1,149 -22%
KP
258
Keel Point
Alabama
$317K -$1.1M -14,459 -78%
OIA
259
OneDigital Investment Advisors
Kansas
$317K +$304K +4,017 New
LFAS
260
Level Four Advisory Services
Texas
$314K -$21.2K -280 -7%
SWP
261
Stratos Wealth Partners
Ohio
$313K -$232K -3,056 -44%
Prudential Financial
262
Prudential Financial
New Jersey
$313K -$51.5K -680 -15%
MCM
263
MV Capital Management
Maryland
$306K -$430K -5,668 -59%
TA
264
Tiedemann Advisors
New York
$291K
CA
265
Clearstead Advisors
Ohio
$291K +$1.82K +24 +0.7%
WCG
266
Weaver Consulting Group
California
$287K -$6.14K -81 -2%
TL
267
TrueWealth LLC
Georgia
$285K -$16.1K -212 -6%
IA
268
IFG Advisors
Missouri
$280K +$4.25K +56 +2%
PI
269
PEAK6 Investments
Illinois
$280K +$270K +3,557 New
EBT
270
Enterprise Bank & Trust
Massachusetts
$278K
BRWA
271
B. Riley Wealth Advisors
Florida
$276K +$265K +3,498 New
IWC
272
Integrated Wealth Concepts
Massachusetts
$272K +$262K +3,456 New
TD Asset Management
273
TD Asset Management
Ontario, Canada
$268K
CAM
274
Cozad Asset Management
Illinois
$266K
IB
275
Intrust Bank
Kansas
$264K

IYR Hedge Fund Activity: Q2 2020 in Review

416 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2020, worth a combined $2.88B — up 0.1% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of IYR and 50 opened new positions — a net loss of 28 holders — while 177 trimmed existing stakes and 99 added.

The largest buyer was Paloma Partners, adding an estimated $79.2M. The largest seller was Bank of America, cutting an estimated $164M.

  • 416 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2020, down from 447 in Q1 2020.
  • Funds reported $2.88B of iShares US Real Estate ETF stock for Q2 2020, up 0.1% quarter-over-quarter.
  • 50 funds opened new iShares US Real Estate ETF positions in Q2 2020 and 78 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2020 was Paloma Partners, an estimated $79.2M added.
  • The largest iShares US Real Estate ETF seller in Q2 2020 was Bank of America, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2020.