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iShares US Real Estate ETF

416 hedge funds and large institutions have $2.88B invested in iShares US Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 177 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $2.87B → $2.88B (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

5.21% less ownership

Funds ownership: 93.77%88.56% (-5.2%)

7% less funds holding

Funds holding: 447416 (-31)

36% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 78

44% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 177

46% less call options, than puts

Call options by funds: $916M | Put options by funds: $1.7B

Holders
416
Holders Change
-31
Holders Change %
-6.94%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
50
Increased
99
Reduced
177
Closed
78
Calls
$916M
Puts
$1.7B
Net Calls
-$784M
Net Calls Change
-$621M
Name Holding Trade Value Shares
Change
Change in
Stake
6CM
326
683 Capital Management
New York
$126K +$121K +1,600 New
PA
327
Parallel Advisors
California
$124K
MMG
328
Monetary Management Group
Missouri
$118K
TFO
329
Tarbox Family Office
California
$118K
GT
330
Glenmede Trust
Pennsylvania
$117K -$1.14K -15 -1%
ACA
331
Aptus Capital Advisors
Alabama
$116K +$111K +1,470 +13,364%
AssetMark Inc
332
AssetMark Inc
California
$109K -$21K -277 -17%
CFGS
333
Concourse Financial Group Securities
Alabama
$108K -$64.8K -855 -38%
CIA
334
CSat Investment Advisory
Michigan
$104K -$104K -1,367 -51%
KPW
335
Kore Private Wealth
New York
$97K +$5.91K +78 +7%
CAL
336
Capital Analysts LLC
Pennsylvania
$69K
AIA
337
Armor Investment Advisors
North Carolina
$68K
NG
338
NWK Group
California
$68K
PCM
339
Prelude Capital Management
New York
$67K +$64.3K +848 New
NCM
340
New Capital Management
Texas
$66K -$1.14K -15 -2%
AWM
341
Avior Wealth Management
Nebraska
$64K -$12.7K -168 -17%
GI
342
Gradient Investments
Minnesota
$62K
WAS
343
Winch Advisory Services
Wisconsin
$62K
PVH
344
Psagot Value Holdings
Israel
$60K -$166K -2,195 -74%
CAC
345
Certified Advisory Corp
Florida
$59K +$11.7K +154 +26%
HWM
346
HighMark Wealth Management
Minnesota
$57K
EP
347
Eudaimonia Partners
Tennessee
$53K -$24.8K -327 -33%
GCM
348
Gables Capital Management
Florida
$52K -$53.1K -700 -51%
SIAS
349
Shine Investment Advisory Services
Colorado
$52K -$16.2K -214 -25%
EI
350
Ellevest Inc
New York
$52K

IYR Hedge Fund Activity: Q2 2020 in Review

416 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2020, worth a combined $2.88B — up 0.1% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of IYR and 50 opened new positions — a net loss of 28 holders — while 177 trimmed existing stakes and 99 added.

The largest buyer was Paloma Partners, adding an estimated $79.2M. The largest seller was Bank of America, cutting an estimated $164M.

  • 416 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2020, down from 447 in Q1 2020.
  • Funds reported $2.88B of iShares US Real Estate ETF stock for Q2 2020, up 0.1% quarter-over-quarter.
  • 50 funds opened new iShares US Real Estate ETF positions in Q2 2020 and 78 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2020 was Paloma Partners, an estimated $79.2M added.
  • The largest iShares US Real Estate ETF seller in Q2 2020 was Bank of America, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2020.