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iShares US Real Estate ETF
IYR

Overview Fund Activity

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
Holders
443
Holders Change
-5
Holders Change %
-1.12%
% of All Funds
9.64%
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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$243M
2
UBS Group
UBS Group
Switzerland
+$145M
3
B
Bailard
California
+$56.5M
4
Twin Tree Management
Twin Tree Management
Texas
+$46M
5
VF
Virtu Financial
New York
+$36.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$155M
2
TIAAOA
Teachers Insurance & Annuity Association of America
New York
-$73.4M
3
FIA
Foundations Investment Advisors
Arizona
-$48.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$44.1M
5
CS
Credit Suisse
Switzerland
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
326
Brown Advisory
Maryland
$241K +$20.2K +231 +9%
SFG
327
Summit Financial Group
West Virginia
$240K +$240K +2,750 New
BF
328
BOK Financial
Oklahoma
$237K -$3.49K -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 +$5.24K +60 +2%
SW
336
SVB Wealth
Massachusetts
$221K +$221K +2,535 New
GRP
337
Global Retirement Partners
California
$216K +$58.6K +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 -$7.07K -81 -3%
CIA
341
CSat Investment Advisory
Michigan
$210K +$46.6K +534 +29%
OIA
342
Optimum Investment Advisors
Illinois
$209K -$8.73K -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 +$349 +4 +0.2%
CFA
346
Carroll Financial Associates
North Carolina
$203K +$1.57K +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 +$184K +2,108 New
12 13
14
15 16