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iShares US Real Estate ETF

299 hedge funds and large institutions have $9.84B invested in iShares US Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

1% more funds holding

Funds holding: 296299 (+3)

1% more capital invested

Capital invested by funds: $9.75B → $9.84B (+$89.1M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

21.63% less ownership

Funds ownership: 217.61%195.98% (-22%)

52% less call options, than puts

Call options by funds: $813M | Put options by funds: $1.71B

Holders
299
Holders Change
+3
Holders Change %
+1.01%
% of All Funds
8.59%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.63%
New
35
Increased
111
Reduced
100
Closed
30
Calls
$813M
Puts
$1.71B
Net Calls
-$898M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
276
Capital Analysts LLC
Pennsylvania
$35.9K +$14.1K +200 +67%
NSIM
277
North Star Investment Management
Illinois
$34K +$15.4K +219 +86%
HR
278
Howe & Rusling
New York
$34K +$33.8K +480 New
WT
279
Whittier Trust
California
$30K
1IC
280
1919 Investment Counsel
Maryland
$29K
AP
281
Advisors Preferred
Maryland
$26.6K +$26.1K +370 New
CFA
282
Camarda Financial Advisors
Florida
$25K +$5.63K +80 +30%
ST
283
Smithfield Trust
Pennsylvania
$19K
WA
284
Waverly Advisors
Alabama
$18K
AFS
285
Aft Forsyth & Sober
Florida
$14K
CFA
286
Carroll Financial Associates
North Carolina
$14K
PIM
287
Parasol Investment Management
Illinois
$14K
ACM
288
Antonetti Capital Management
Florida
$12K +$12K +170 New
TCM
289
TD Capital Management
Tennessee
$9K +$70 +1 +0.8%
IFWM
290
Institute for Wealth Management
Colorado
$7K -$6.21M -88,232 -100%
EFSCE
291
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
FMII
292
Farmers & Merchants Investments Inc
Nebraska
$5K
FMP
293
Financial Management Professionals
Texas
$5K
PSI
294
Pinnacle Summer Investments
Virginia
$4K
ZTNA
295
Zions Trust National Association
Utah
$4K
AA
296
Apriem Advisors
California
$3K
SFSIG
297
San Francisco Sentry Investment Group
California
$3K
BRWM
298
B. Riley Wealth Management
Tennessee
$2K
TAIM
299
TD Ameritrade Investment Management
Nebraska
$1K -$111K -1,577 -99%
Toronto Dominion Bank
300
Toronto Dominion Bank
Ontario, Canada
$1K +$1.06K +15 New

IYR Hedge Fund Activity: Q2 2014 in Review

299 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2014, worth a combined $9.84B — up 0.91% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYR positions and 30 closed out — a net gain of 5 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $325M. The largest seller was Deutsche Bank, cutting an estimated $444M.

  • 299 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2014, up from 296 in Q1 2014.
  • Funds reported $9.84B of iShares US Real Estate ETF stock for Q2 2014, up 0.91% quarter-over-quarter.
  • 35 funds opened new iShares US Real Estate ETF positions in Q2 2014 and 30 closed out, a net change of +5 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2014 was Bank of America, an estimated $325M added.
  • The largest iShares US Real Estate ETF seller in Q2 2014 was Deutsche Bank, an estimated $444M sold.

Based on aggregated 13F filings for Q2 2014.