IYR icon

iShares US Real Estate ETF
IYR

Overview Fund Activity

387 hedge funds and large institutions have $5.06B invested in iShares US Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
8.86%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.5%
New
54
Increased
113
Reduced
126
Closed
49
Calls
$499M
Puts
$1.6B
Net Calls
-$1.1B
Net Calls Change
-$132M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$345M
2
Goldman Sachs
Goldman Sachs
New York
+$259M
3
Bank of America
Bank of America
North Carolina
+$208M
4
UBS Group
UBS Group
Switzerland
+$67.9M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$59.2M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$201M
2
Morgan Stanley
Morgan Stanley
New York
-$144M
3
N
Natixis
France
-$122M
4
TIAAOA
Teachers Insurance & Annuity Association of America
New York
-$121M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
326
CSat Investment Advisory
Michigan
$60K -$83.9K -1,047 -58%
SSB
327
Sandy Spring Bank
Maryland
$58K +$10K +126 +21%
AIM
328
Anchor Investment Management
South Carolina
$57.1K – – –
GAM
329
Gemmer Asset Management
California
$57K +$159 +2 +0.3%
PK
330
Pflug Koory
Nebraska
$55K – – –
KF
331
Krilogy Financial
Missouri
$48K +$48K +594 New
NFG
332
Next Financial Group
Texas
$46K -$344K -4,260 -88%
CAC
333
Certified Advisory Corp
Florida
$46K +$19.9K +251 +76%
TNBTD
334
Trustmark National Bank Trust Department
Mississippi
$44K +$44K +555 New
RWA
335
River Wealth Advisors
Pennsylvania
$42K -$808 -10 -2%
PA
336
Parallel Advisors
California
$41K – – –
WTC
337
WhitTier Trust Company
Nevada
$40K – – –
SFSG
338
Stearns Financial Services Group
North Carolina
$39K +$39K +486 New
HWM
339
Holloway Wealth Management
Florida
$35K – – –
FHA
340
Flagship Harbor Advisors
Massachusetts
$34K – – –
M
341
MOTCO
Texas
$34K +$8.3K +104 +32%
MA
342
MCF Advisors
Kentucky
$31K – – –
FWM
343
Focused Wealth Management
New York
$31K +$161 +2 +0.5%
ONST
344
Old North State Trust
North Carolina
$31K +$31K +398 New
RCA
345
Rowland Carmichael Advisors
Arizona
$30K – – –
GCM
346
Gables Capital Management
Florida
$29K – – –
CCM
347
Cribstone Capital Management
Maine
$26K – – –
SC
348
Sawyer & Company
Massachusetts
$26K – – –
HWA
349
Heritage Wealth Advisors
Virginia
$25K +$25K +319 New
BCM
350
Bluefin Capital Management
New York
$24K -$520K -6,500 -96%
12 13
14
15 16