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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
Walleye Trading
301
Walleye Trading
New York
$555 -$1.14M -16,247 -68%
MSU
302
Maple Securities USA
New Jersey
-$17.3M -256,200 Closed
QIM
303
Quantitative Investment Management
Virginia
-$14.9M -220,600 Closed
SCM
304
Stevens Capital Management
Pennsylvania
-$7.52M -111,100 Closed
Renaissance Technologies
305
Renaissance Technologies
New York
-$6.08M -89,800 Closed
TH
306
Timber Hill
Connecticut
-$5.18M -76,628 Closed
SFG
307
SNS Financial Group
Minnesota
-$4.02M -59,443 Closed
California Public Employees Retirement System
308
California Public Employees Retirement System
California
-$2.77M -40,399 Closed
FIG
309
Fortress Investment Group
New York
-$1.89M -28,000 Closed
VLKIM
310
Van Lanschot Kempen Investment Management
Netherlands
-$1.13M -16,750 Closed
CAM
311
Congress Asset Management
Massachusetts
-$807K -11,932 Closed
VAM
312
Verity Asset Management
North Carolina
-$682K -10,026 Closed
CAS
313
CTC Alternative Strategies
Illinois
-$555K -8,200 Closed
RCM
314
Rotella Capital Management
Washington
-$440K -6,500 Closed
Twin Tree Management
315
Twin Tree Management
Texas
-$419K -5,956 Closed
FTI
316
Fiduciary Trust International
Massachusetts
-$323K -4,777 Closed
BUB
317
BBVA USA Bancshares
Texas
-$313K -4,627 Closed
N
318
Nuveen
North Carolina
-$216K -3,191 Closed
T
319
TradeWorx
New Jersey
-$203K -2,998 Closed
JT
320
Jump Trading
Illinois
-$203K -2,878 Closed
PP
321
Palladium Partners
Virginia
-$132K -1,950 Closed
CLOS
322
Compagnie Lombard Odier SCmA
Switzerland
-$27K -400 Closed
CCS
323
Crosspoint Capital Strategies
California
-$25K -371 Closed
CTC
324
Central Trust Company
Missouri
-$20K -301 Closed
PFA
325
Paradigm Financial Advisors
Missouri
-$20K -298 Closed

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.