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iShares US Real Estate ETF
IYR

429 hedge funds and large institutions have $3.09B invested in iShares US Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 102 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 48

11% more funds holding

Funds holding: 387 → 429 (+42)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

24.19% less ownership

Funds ownership: 112.76% → 88.57% (-24%)

33% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 152

39% less capital invested

Capital invested by funds: $5.06B → $3.09B (-$1.97B)

65% less call options, than puts

Call options by funds: $570M | Put options by funds: $1.63B

Holders
429
Holders Change
+42
Holders Change %
+10.85%
% of All Funds
9.56%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.49%
New
97
Increased
102
Reduced
152
Closed
48
Calls
$570M
Puts
$1.63B
Net Calls
-$1.06B
Net Calls Change
+$42.1M

Top Buyers

Rank Fund Capital Flow
1
N
Natixis
France
+$78M
2
SG Americas Securities
SG Americas Securities
New York
+$55.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$41.5M
4
FIA
Foundations Investment Advisors
Arizona
+$38.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$510M
2
Goldman Sachs
Goldman Sachs
New York
-$448M
3
JP Morgan Chase
JP Morgan Chase
New York
-$332M
4
Bank of America
Bank of America
North Carolina
-$187M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$153M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
276
Southport Capital Management
Tennessee
$287K – – –
VF
277
Virtu Financial
New York
$284K -$16M -203,985 -98%
AC
278
Abbrea Capital
California
$284K -$118K -1,500 -28%
PAM
279
Peak Asset Management
Colorado
$284K +$27.1K +345 +10%
PSUF
280
People's United Financial
Connecticut
$282K -$15K -191 -5%
TA
281
Tiedemann Advisors
New York
$278K +$292K +3,713 New
SSG
282
Summit Securities Group
New York
$270K +$283K +3,600 New
TD Asset Management
283
TD Asset Management
Ontario, Canada
$268K – – –
CA
284
Clearstead Advisors
Ohio
$264K +$4.32K +55 +2%
DSA
285
Droms Strauss Advisors
Missouri
$261K +$273K +3,476 New
LIA
286
LBMC Investment Advisors
Tennessee
$254K – – –
BC
287
Burleson & Co
California
$253K – – –
CAM
288
Claret Asset Management
Quebec, Canada
$252K -$35.4K -451 -12%
EW
289
Emerson Wealth
Michigan
$251K +$263K +3,353 New
WAG
290
Winthrop Advisory Group
Massachusetts
$250K +$263K +3,341 New
CIR
291
Clear Investment Research
Georgia
$243K -$6.92K -88 -3%
SCG
292
Sonata Capital Group
Washington
$243K – – –
HFS
293
HL Financial Services
Kentucky
$240K +$252K +3,203 New
SCC
294
Spring Creek Capital
Kansas
$240K +$252K +3,207 New
RPC
295
Rossmore Private Capital
Connecticut
$239K -$4.79K -61 -2%
ATC
296
Argent Trust Co
Tennessee
$237K -$12.3K -157 -5%
GW
297
GW & Wade
Massachusetts
$237K – – –
WA
298
Wealth Architects
California
$236K – – –
QC
299
QCM Cayman
Texas
$235K +$246K +3,134 New
SMC
300
Smith, Moore & Co
Missouri
$233K +$245K +3,115 New
10 11
12
13 14

IYR Hedge Fund Activity: Q4 2018 in Review

429 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2018, worth a combined $3.09B — down 39% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IYR positions and 48 closed out — a net gain of 49 holders — while 102 added to existing stakes and 152 trimmed.

The largest buyer was Natixis, adding an estimated $78M. The largest seller was Morgan Stanley, cutting an estimated $510M.

  • 429 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2018, up from 387 in Q3 2018.
  • Funds reported $3.09B of iShares US Real Estate ETF stock for Q4 2018, down 39% quarter-over-quarter.
  • 97 funds opened new iShares US Real Estate ETF positions in Q4 2018 and 48 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2018 was Natixis, an estimated $78M added.
  • The largest iShares US Real Estate ETF seller in Q4 2018 was Morgan Stanley, an estimated $510M sold.

Based on aggregated 13F filings for Q4 2018.