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iShares US Real Estate ETF

333 hedge funds and large institutions have $9.41B invested in iShares US Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

14% more funds holding

Funds holding: 292333 (+41)

0% less capital invested

Capital invested by funds: $9.44B → $9.41B (-$31.1M)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

39.48% less ownership

Funds ownership: 200.52%161.03% (-39%)

71% less call options, than puts

Call options by funds: $707M | Put options by funds: $2.47B

Holders
333
Holders Change
+41
Holders Change %
+14.04%
% of All Funds
8.88%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.72%
New
80
Increased
93
Reduced
106
Closed
31
Calls
$707M
Puts
$2.47B
Net Calls
-$1.76B
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
276
WhitTier Trust Company
Nevada
$202K
Canada Life
277
Canada Life
Manitoba, Canada
$199K
Invesco
278
Invesco
Georgia
$184K +$179K +2,394 New
FWM
279
Focused Wealth Management
New York
$181K -$2.99K -40 -2%
CWM
280
Cranbrook Wealth Management
Michigan
$178K
GWA
281
Genesis Wealth Advisors
Massachusetts
$168K +$159K +2,125 New
DADC
282
D.A. Davidson & Co
Montana
$162K -$359K -4,800 -69%
TIM
283
Tortoise Investment Management
New York
$160K -$77.2K -1,033 -33%
AWM
284
Avior Wealth Management
Nebraska
$139K +$299 +4 +0.2%
HRIA
285
Haberer Registered Investment Advisor
Ohio
$138K
ST
286
Spot Trading
Illinois
$133K +$129K +1,729 New
VFA
287
Virtus Fund Advisers
Connecticut
$132K -$1.05K -14 -0.8%
1832 Asset Management
288
1832 Asset Management
Ontario, Canada
$115K +$18.7K +250 +20%
VIA
289
Vantage Investment Advisors
Pennsylvania
$105K
KPA
290
Keel Point Advisors
Virginia
$92K +$89.4K +1,195 New
HNB
291
Huntington National Bank
Ohio
$87K
EAMA
292
EFG Asset Management (Americas)
Florida
$77K +$75.4K +1,008 New
SSB
293
Sandy Spring Bank
Maryland
$73K
BBHC
294
Brown Brothers Harriman & Co
New York
$64K +$62.1K +830 New
CAL
295
Capital Analysts LLC
Pennsylvania
$63K +$23.9K +320 +64%
OIA
296
Optimum Investment Advisors
Illinois
$61K +$17.4K +233 +42%
CCA
297
Catalyst Capital Advisors
New York
$61K +$59.8K +800 New
BOK
298
Bank of Kentucky
Kentucky
$60K
M
299
MOTCO
Texas
$55K +$7.1K +95 +15%
CGT
300
Capital Guardian Trust
California
$46K

IYR Hedge Fund Activity: Q4 2014 in Review

333 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2014, worth a combined $9.41B — down 0.33% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IYR positions and 31 closed out — a net gain of 49 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $367M. The largest seller was Credit Suisse, cutting an estimated $592M.

  • 333 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $9.41B of iShares US Real Estate ETF stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 80 funds opened new iShares US Real Estate ETF positions in Q4 2014 and 31 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2014 was Deutsche Bank, an estimated $367M added.
  • The largest iShares US Real Estate ETF seller in Q4 2014 was Credit Suisse, an estimated $592M sold.

Based on aggregated 13F filings for Q4 2014.