iShares US Real Estate ETF
IYR
292 hedge funds and large institutions have $9.44B invested in iShares US Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 34 closing their positions.
4.54% more ownership
Funds ownership: 195.98% → 200.52% (+4.5%)
2% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 101
4% less capital invested
Capital invested by funds: $9.84B → $9.44B (-$405M)
2% less funds holding
Funds holding: 299 → 292 (-7)
15% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 34
18% less funds holding in top 10
Funds holding in top 10: 22 → 18 (-4)
59% less call options, than puts
Call options by funds: $899M | Put options by funds: $2.21B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$326M |
| 2 |
JP Morgan Chase
New York
|
+$215M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$137M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$120M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$398M |
| 2 |
Morgan Stanley
New York
|
-$318M |
| 3 |
Barclays
London,
United Kingdom
|
-$203M |
| 4 |
Citigroup
New York
|
-$165M |
| 5 |
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
-$76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWM
326
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$2K | -39 | Closed |
|
327
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1K | -15 | Closed |
|
IYR Hedge Fund Activity: Q3 2014 in Review
292 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2014, worth a combined $9.44B — down 4.1% from $9.84B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of IYR and 29 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 103 added.
The largest buyer was Goldman Sachs, adding an estimated $326M. The largest seller was Bank of America, cutting an estimated $398M.
- 292 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2014, down from 299 in Q2 2014.
- Funds reported $9.44B of iShares US Real Estate ETF stock for Q3 2014, down 4.1% quarter-over-quarter.
- 29 funds opened new iShares US Real Estate ETF positions in Q3 2014 and 34 closed out, a net change of -5 holders.
- The largest iShares US Real Estate ETF buyer in Q3 2014 was Goldman Sachs, an estimated $326M added.
- The largest iShares US Real Estate ETF seller in Q3 2014 was Bank of America, an estimated $398M sold.
Based on aggregated 13F filings for Q3 2014.