iShares US Real Estate ETF
314 hedge funds and large institutions have $6.38B invested in iShares US Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 145 reducing their positions, and 63 closing their positions.
48.36% more ownership
Funds ownership: 123.99% → 172.35% (+48%)
5% less call options, than puts
Call options by funds: $1.42B | Put options by funds: $1.49B
10% less funds holding
Funds holding: 349 → 314 (-35)
16% less capital invested
Capital invested by funds: $7.59B → $6.38B (-$1.21B)
44% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 63
45% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 145
71% less funds holding in top 10
Funds holding in top 10: 31 → 9 (-22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$593M |
| 2 |
Goldman Sachs
New York
|
+$189M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$111M |
| 4 |
Two Sigma Investments
New York
|
+$54.5M |
| 5 |
Citigroup
New York
|
+$38.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$150M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$146M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$135M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$112M |
| 5 |
Barclays
London,
United Kingdom
|
-$104M |
IYR Hedge Fund Activity: Q2 2015 in Review
314 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2015, worth a combined $6.38B — down 16% from $7.59B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of IYR and 35 opened new positions — a net loss of 28 holders — while 145 trimmed existing stakes and 80 added.
The largest buyer was Morgan Stanley, adding an estimated $593M. The largest seller was JP Morgan Chase, cutting an estimated $150M.
- 314 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2015, down from 349 in Q1 2015.
- Funds reported $6.38B of iShares US Real Estate ETF stock for Q2 2015, down 16% quarter-over-quarter.
- 35 funds opened new iShares US Real Estate ETF positions in Q2 2015 and 63 closed out, a net change of -28 holders.
- The largest iShares US Real Estate ETF buyer in Q2 2015 was Morgan Stanley, an estimated $593M added.
- The largest iShares US Real Estate ETF seller in Q2 2015 was JP Morgan Chase, an estimated $150M sold.
Based on aggregated 13F filings for Q2 2015.