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iShares US Real Estate ETF

443 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.2% more ownership

Funds ownership: 82.6%90.8% (+8.2%)

5% more capital invested

Capital invested by funds: $4.12B → $4.32B (+$204M)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

1% less funds holding

Funds holding: 448443 (-5)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

16% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 164

33% less call options, than puts

Call options by funds: $861M | Put options by funds: $1.28B

Holders
443
Holders Change
-5
Holders Change %
-1.12%
% of All Funds
9.62%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
46
Increased
138
Reduced
164
Closed
44
Calls
$861M
Puts
$1.28B
Net Calls
-$420M
Net Calls Change
+$409M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
326
Brown Advisory
Maryland
$241K +$20.2K +231 +9%
SFG
327
Summit Financial Group
West Virginia
$240K +$241K +2,750 New
BF
328
BOK Financial
Oklahoma
$237K -$3.5K -40 -1%
PP
329
PDS Planning
Ohio
$237K
FAIM
330
Financial Advocates Investment Management
Washington
$237K +$3.76K +43 +2%
VCM
331
Vigilant Capital Management
Maine
$236K
AC
332
Alexandria Capital
Virginia
$235K
UAS
333
United Asset Strategies
New York
$228K +$228K +2,606 New
KTA
334
Keeley-Teton Advisors
Illinois
$225K
DADC
335
D.A. Davidson & Co
Montana
$221K +$5.25K +60 +2%
SW
336
SVB Wealth
Massachusetts
$221K +$222K +2,535 New
GRP
337
Global Retirement Partners
California
$216K +$58.8K +672 +37%
OCM
338
One Capital Management
California
$215K
CWM
339
Cranbrook Wealth Management
Michigan
$215K +$16.1K +184 +8%
LSA
340
L & S Advisors
California
$212K -$7.09K -81 -3%
CIA
341
CSat Investment Advisory
Michigan
$210K +$46.7K +534 +29%
OIA
342
Optimum Investment Advisors
Illinois
$209K -$8.76K -100 -4%
JA
343
JOYN Advisors
Georgia
$206K
BWM
344
BerganKDV Wealth Management
Minnesota
$206K +$21.6K +247 +12%
HH
345
Hilltop Holdings
Texas
$205K +$350 +4 +0.2%
CFA
346
Carroll Financial Associates
North Carolina
$203K +$1.58K +18 +0.8%
AA
347
AlphaMark Advisors
Kentucky
$193K
CFG
348
Citizens Financial Group
Rhode Island
$189K -$10.2K -117 -5%
SIAS
349
Shine Investment Advisory Services
Colorado
$189K
IWA
350
IBEX Wealth Advisors
New Jersey
$184K +$185K +2,108 New

IYR Hedge Fund Activity: Q2 2019 in Review

443 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2019, worth a combined $4.32B — up 5% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 44 closed out — a net gain of 2 holders — while 138 added to existing stakes and 164 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Morgan Stanley, cutting an estimated $156M.

  • 443 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2019, down from 448 in Q1 2019.
  • Funds reported $4.32B of iShares US Real Estate ETF stock for Q2 2019, up 5% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q2 2019 and 44 closed out, a net change of +2 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $243M added.
  • The largest iShares US Real Estate ETF seller in Q2 2019 was Morgan Stanley, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2019.