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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
RIA
276
Realta Investment Advisors
Delaware
$264K +$254K +3,351 New
JGC
277
J. Goldman & Co
New York
$263K -$208K -2,748 -45%
PFA
278
Pure Financial Advisors
California
$263K -$2.05K -27 -0.8%
TAM
279
Tocqueville Asset Management
New York
$259K -$227K -3,000 -48%
1832 Asset Management
280
1832 Asset Management
Ontario, Canada
$258K -$31.2K -412 -11%
CFFP
281
Center for Financial Planning
Michigan
$257K -$34.9K -460 -12%
Mackenzie Financial
282
Mackenzie Financial
Ontario, Canada
$256K -$112K -1,481 -31%
SCG
283
Sonata Capital Group
Washington
$256K
ACA
284
Affinity Capital Advisors
California
$253K
ATC
285
Argent Trust Co
Tennessee
$252K -$22K -290 -8%
KWM
286
Kingsview Wealth Management
Oregon
$251K +$241K +3,180 New
GW
287
GW & Wade
Massachusetts
$249K +$76 +1 +0%
BC
288
Burleson & Co
California
$248K
WA
289
Wealth Architects
California
$248K
RPC
290
Rossmore Private Capital
Connecticut
$245K
PWA
291
Physician Wealth Advisors
Utah
$244K -$152 -2 -0.1%
SFS
292
Summit Financial Strategies
Ohio
$243K -$20K -264 -8%
PO
293
Private Ocean
California
$239K -$21.7K -286 -9%
CA
294
CapWealth Advisors
Tennessee
$239K
RJT
295
Raymond James Trust
Florida
$238K -$178K -2,342 -44%
PWM
296
PBMares Wealth Management
Virginia
$238K -$63.8K -842 -22%
LIA
297
LBMC Investment Advisors
Tennessee
$237K -$72K -950 -24%
CIR
298
Clear Investment Research
Georgia
$236K +$14.8K +195 +7%
TGAM
299
TBH Global Asset Management
Tennessee
$235K -$27.4K -361 -11%
TPWA
300
TRUE Private Wealth Advisors
Oregon
$233K

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.