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iShares US Real Estate ETF

333 hedge funds and large institutions have $9.41B invested in iShares US Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

14% more funds holding

Funds holding: 292333 (+41)

0% less capital invested

Capital invested by funds: $9.44B → $9.41B (-$31.1M)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

39.48% less ownership

Funds ownership: 200.52%161.03% (-39%)

71% less call options, than puts

Call options by funds: $707M | Put options by funds: $2.47B

Holders
333
Holders Change
+41
Holders Change %
+14.04%
% of All Funds
8.88%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.72%
New
80
Increased
93
Reduced
106
Closed
31
Calls
$707M
Puts
$2.47B
Net Calls
-$1.76B
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
326
Ledyard National Bank
$4K
PFG
327
Pacific Financial Group
Washington
$4K +$4.26K +57 New
AA
328
Apriem Advisors
California
$3K
TAIM
329
TD Ameritrade Investment Management
Nebraska
$1K -$224 -3 -20%
SEI Investments
330
SEI Investments
Pennsylvania
$1K +$823 +11 New
ED
331
Exane Derivatives
France
$154 +$150 +2 New
BRWA
332
B. Riley Wealth Advisors
Florida
$78 +$76.4K +1,022 New
Capstone Investment Advisors
333
Capstone Investment Advisors
New York
-$22.5M -301,064 Closed
HHC
334
Hutchin Hill Capital
New York
-$20.8M -300,000 Closed
BFA
335
Beaumont Financial Advisors
Massachusetts
-$12.7M -183,448 Closed
Jane Street
336
Jane Street
New York
-$12.3M -165,128 Closed
TRCT
337
Tower Research Capital (TRC)
New York
-$8.33M -120,306 Closed
Macquarie Group
338
Macquarie Group
Australia
-$7.47M -107,897 Closed
TH
339
Timber Hill
Connecticut
-$7.45M -107,628 Closed
CAM
340
Centre Asset Management
New York
-$5.74M -83,000 Closed
AP
341
Advisors Preferred
Maryland
-$5.55M -80,221 Closed
JG
342
Jefferies Group
New York
-$5.54M -74,153 Closed
HT
343
HAP Trading
New York
-$4M -53,449 Closed
VKH
344
Virtu KCG Holdings
New York
-$1.55M -22,351 Closed
VFS
345
VSR Financial Services
Kansas
-$1.44M -20,805 Closed
SAS
346
Stelac Advisory Services
New York
-$1.25M -18,095 Closed
IT
347
Investors Trust
Texas
-$1.16M -16,777 Closed
MCM
348
Maryland Capital Management
Maryland
-$572K -8,260 Closed
Twin Tree Management
349
Twin Tree Management
Texas
-$572K -7,652 Closed
PSW
350
Portfolio Strategies (Washington)
Washington
-$385K -5,558 Closed

IYR Hedge Fund Activity: Q4 2014 in Review

333 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2014, worth a combined $9.41B — down 0.33% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IYR positions and 31 closed out — a net gain of 49 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $367M. The largest seller was Credit Suisse, cutting an estimated $592M.

  • 333 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $9.41B of iShares US Real Estate ETF stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 80 funds opened new iShares US Real Estate ETF positions in Q4 2014 and 31 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2014 was Deutsche Bank, an estimated $367M added.
  • The largest iShares US Real Estate ETF seller in Q4 2014 was Credit Suisse, an estimated $592M sold.

Based on aggregated 13F filings for Q4 2014.