iShares US Real Estate ETF
IYR
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.
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: 296 → 299 (+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: 26 → 22 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$325M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$308M |
| 3 |
Barclays
London,
United Kingdom
|
+$210M |
| 4 |
Goldman Sachs
New York
|
+$193M |
| 5 |
Morgan Stanley
New York
|
+$148M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$444M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$413M |
| 3 |
JP Morgan Chase
New York
|
-$317M |
| 4 |
SG Americas Securities
New York
|
-$203M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$186M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KTC
326
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$19K | -288 | Closed |
|
|
CFS
327
Community Financial System
Dewitt,
New York
| – | -$19K | -278 | Closed |
|
|
TF
328
Tompkins Financial
Ithaca,
New York
| – | -$13K | -194 | Closed |
|
329
Invesco
Atlanta,
Georgia
| – | -$13K | -189 | Closed |
|
|
GGPS
330
Gary Goldberg Planning Services
Suffern,
New York
| – | -$1K | -15 | 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.