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iShares US Real Estate ETF
IYR

Overview Fund Activity

429 hedge funds and large institutions have $5.36B invested in iShares US Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 125 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+38
Holders Change %
+9.72%
% of All Funds
7.61%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
80
Increased
125
Reduced
122
Closed
34
Calls
$506M
Puts
$810M
Net Calls
-$304M
Net Calls Change
-$302M

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.2B
2
CWM
CIBC World Markets
New York
$699M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$191M
4
USAA
United Services Automobile Association
Texas
$101M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$568M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$100M
2
UBS Group
UBS Group
Switzerland
$74.1M
3
Bank of America
Bank of America
North Carolina
$206M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
301
Wealthspire Advisors (New York)
New York
$219K +$219K +2,556 New
PWM
302
PBMares Wealth Management
Virginia
$218K -$16.5K -193 -7%
TNB
303
TCF National Bank
South Dakota
$216K – – –
EWA
304
Encompass Wealth Advisors
Oregon
$214K +$214K +2,498 New
IAN
305
Integrated Advisors Network
Texas
$214K +$214K +2,500 New
SIM
306
SSI Investment Management
California
$212K +$212K +2,477 New
JWCA
307
J.W. Cole Advisors
Florida
$210K -$716K -8,339 -77%
OCM
308
One Capital Management
California
$208K -$6.93K -81 -3%
BCM
309
Bayesian Capital Management
New York
$206K +$206K +2,400 New
FHC
310
First Heartland Consultants
Missouri
$205K +$205K +2,394 New
NAM
311
NorthCoast Asset Management
Connecticut
$204K +$204K +2,378 New
WS
312
Wedbush Securities
California
$204K +$204K +2,380 New
HH
313
Hilltop Holdings
Texas
$202K +$202K +2,358 New
DAS
314
Dynamic Advisor Solutions
Arizona
$201K +$201K +2,345 New
GRP
315
Global Retirement Partners
California
$199K +$10.9K +127 +6%
BA
316
Bellwether Advisors
Nebraska
$189K +$189K +2,209 New
CFD
317
Creative Financial Designs
Indiana
$173K +$22.9K +267 +15%
CWM
318
Curi Wealth Management
North Carolina
$168K +$168K +1,967 New
APA
319
American Portfolios Advisors
New York
$167K -$4.28K -50 -2%
OIA
320
Optimum Investment Advisors
Illinois
$156K -$16.9K -198 -10%
TPWA
321
TRUE Private Wealth Advisors
Oregon
$153K -$2.57K -30 -2%
CTB
322
Country Trust Bank
Illinois
$153K +$153K +1,792 New
SWM
323
Sugarloaf Wealth Management
Georgia
$150K -$32.2K -376 -18%
IA
324
IndexIQ Advisors
New York
$144K -$299K -3,487 -67%
CWM
325
Cranbrook Wealth Management
Michigan
$144K – – –
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