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iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.71% more ownership

Funds ownership: 148.18%219.9% (+72%)

17% more capital invested

Capital invested by funds: $6.65B → $7.78B (+$1.13B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.1B

1% less funds holding

Funds holding: 267265 (-2)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.69%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Change in
Stake
ACJ
276
Autonomy Capital (Jersey)
Jersey
-$7.52M -117,900 Closed
Adage Capital Partners
277
Adage Capital Partners
Massachusetts
-$6.38M -100,000 Closed
PP
278
Paloma Partners
Connecticut
-$5.31M -83,333 Closed
BCM
279
Bluefin Capital Management
New York
-$3.1M -47,839 Closed
ACM
280
Alpha Capital Management
Texas
-$3M -47,050 Closed
FTUS
281
Flow Traders U.S.
New York
-$2.98M -46,837 Closed
BCI
282
Brinker Capital Investments
Pennsylvania
-$2.88M -45,128 Closed
UOC
283
UBS O'Connor
Illinois
-$2.23M -35,000 Closed
MCM
284
Moore Capital Management
New York
-$1.59M -25,000 Closed
HT
285
HAP Trading
New York
-$1.53M -23,690 Closed
FIMS
286
FBL Investment Management Services
Iowa
-$1.37M -20,599 Closed
IG
287
ING Group
Netherlands
-$1.28M -20,023 Closed
BIG
288
Blackthorn Investment Group
Kansas
-$1.28M -20,000 Closed
MCM
289
Moon Capital Management
New York
-$1.25M -19,600 Closed
Millennium Management
290
Millennium Management
New York
-$983K -15,403 Closed
FAAS
291
First Allied Advisory Services
California
-$848K -13,367 Closed
UCFA
292
United Capital Financial Advisors
Texas
-$697K -10,932 Closed
RTIM
293
Round Table Investment Management
North Carolina
-$697K -10,921 Closed
TMC
294
Trellus Management Company
Florida
-$685K -10,736 Closed
TM
295
TigerShark Management
New York
-$645K -10,108 Closed
GW
296
GW & Wade
Massachusetts
-$643K -10,073 Closed
RCM
297
Rotella Capital Management
Washington
-$580K -9,100 Closed
DS
298
DRW Securities
Illinois
-$568K -8,390 Closed
BCMU
299
BlueCrest Capital Management (UK)
Guernsey
-$440K -6,900 Closed
VF
300
Virtu Financial
New York
-$426K -6,675 Closed

IYR Hedge Fund Activity: Q4 2013 in Review

265 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2013, worth a combined $7.78B — up 17% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 45 closed out — a net gain of 1 holder — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Citigroup, adding an estimated $660M. The largest seller was SG Americas Securities, cutting an estimated $80.1M.

  • 265 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $7.78B of iShares US Real Estate ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q4 2013 and 45 closed out, a net change of +1 holder.
  • The largest iShares US Real Estate ETF buyer in Q4 2013 was Citigroup, an estimated $660M added.
  • The largest iShares US Real Estate ETF seller in Q4 2013 was SG Americas Securities, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2013.