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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
GI
301
Gradient Investments
Minnesota
$46K
WA
302
Waverly Advisors
Alabama
$44K +$23.8K +318 +127%
MA
303
MUFG Americas
New York
$44K +$43.1K +577 New
MWP
304
MYCIO Wealth Partners
Pennsylvania
$38K
HR
305
Howe & Rusling
New York
$37K
WT
306
Whittier Trust
California
$32K
NFG
307
Next Financial Group
Texas
$27K -$65.4K -874 -71%
First Manhattan
308
First Manhattan
New York
$26K
IC
309
Intersect Capital
California
$25K +$24.2K +323 New
BPBT
310
Boston Private Bank & Trust
Massachusetts
$24K
FANJ
311
Financial Architects (New Jersey)
New Jersey
$21K
NSIM
312
North Star Investment Management
Illinois
$20K -$16.4K -219 -46%
ST
313
Smithfield Trust
Pennsylvania
$20K
LWA
314
Lowe Wealth Advisors
Maryland
$18K +$17.3K +231 New
AFS
315
Aft Forsyth & Sober
Florida
$15K
CFA
316
Carroll Financial Associates
North Carolina
$15K
FNBT
317
FineMark National Bank & Trust
Florida
$14K +$13.9K +186 New
TCM
318
TD Capital Management
Tennessee
$9K +$150 +2 +2%
NC
319
NewSquare Capital
Pennsylvania
$9K +$8.97K +120 New
PG
320
Patten Group
Tennessee
$8K +$7.48K +100 New
DSC
321
Duncker Streett & Co
Missouri
$7K -$31.4K -420 -83%
EFSCE
322
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
FMP
323
Financial Management Professionals
Texas
$6K
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$5K
NG
325
NatWest Group
United Kingdom
$4.71K -$2.69M -35,977 -37%

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.