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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
JWCA
301
J.W. Coons Advisors
Ohio
$225K +$216K +2,850 New
WAM
302
Wealthspire Advisors (Maryland)
Maryland
$223K -$17.8K -235 -8%
WS
303
Wedbush Securities
California
$223K -$15.5K -205 -7%
GAM
304
Gemmer Asset Management
California
$220K +$47.4K +625 +29%
PP
305
PDS Planning
Ohio
$214K +$206K +2,715 New
SFG
306
Summit Financial Group
West Virginia
$210K +$202K +2,670 New
PP
307
Patten & Patten
Tennessee
$209K +$201K +2,657 New
ANTB
308
AMG National Trust Bank
Colorado
$202K +$195K +2,569 New
CWP
309
CFM Wealth Partners
Texas
$198K
APA
310
American Portfolios Advisors
New York
$197K +$76 +1 +0%
CT
311
Caldwell Trust
Florida
$189K -$91K -1,200 -33%
SWM
312
Sugarloaf Wealth Management
Georgia
$189K -$123K -1,628 -40%
GRP
313
Global Retirement Partners
California
$186K -$8.49K -112 -5%
OIA
314
Optimum Investment Advisors
Illinois
$176K -$10.7K -141 -6%
CAM
315
CenterStar Asset Management
Illinois
$167K
AA
316
AlphaMark Advisors
Kentucky
$166K -$7.58K -100 -5%
RMC
317
Regis Management Company
California
$157K -$476K -6,276 -3%
CB
318
Community Bank
New York
$148K +$143K +1,881 New
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K -$7.58K -100 -5%
EW
320
Element Wealth
Mississippi
$135K
JCM
321
Jacobi Capital Management
Pennsylvania
$133K -$5.35M -70,544 -98%
CWM
322
Cranbrook Wealth Management
Michigan
$133K -$13.9K -184 -10%
KBFS
323
Kohmann Bosshard Financial Services
Ohio
$133K
DI
324
Disciplined Investments
Oklahoma
$129K +$3.94K +52 +3%
GWMIA
325
Global Wealth Management Investment Advisory
Florida
$128K +$27.3K +360 +28%

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.