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iShares US Real Estate ETF
IYR

Overview Fund Activity

429 hedge funds and large institutions have $5.36B invested in iShares US Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 125 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+38
Holders Change %
+9.72%
% of All Funds
7.61%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
80
Increased
125
Reduced
122
Closed
34
Calls
$506M
Puts
$810M
Net Calls
-$304M
Net Calls Change
-$302M

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.2B
2
CWM
CIBC World Markets
New York
$699M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$191M
4
USAA
United Services Automobile Association
Texas
$101M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$568M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$100M
2
UBS Group
UBS Group
Switzerland
$74.1M
3
Bank of America
Bank of America
North Carolina
$206M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
326
AlphaMark Advisors
Kentucky
$138K -$42.9K -500 -24%
EWA
327
EP Wealth Advisors
California
$136K +$136K +1,589 New
PA
328
Parallel Advisors
California
$133K – – –
DI
329
Disciplined Investments
Oklahoma
$132K -$4.38K -51 -3%
TFO
330
Tarbox Family Office
California
$128K – – –
MMG
331
Monetary Management Group
Missouri
$128K – – –
GT
332
Glenmede Trust
Pennsylvania
$127K – – –
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K -$35.5K -415 -23%
EW
334
Element Wealth
Mississippi
$102K -$45.1K -525 -31%
CFGS
335
Concourse Financial Group Securities
Alabama
$101K -$16.3K -191 -14%
MCC
336
Money Concepts Capital
Florida
$90K +$90K +1,047 New
AF
337
Advisornet Financial
Minnesota
$88K -$654K -7,618 -88%
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$86K +$86K +1,000 New
CAL
339
Capital Analysts LLC
Pennsylvania
$75K – – –
AIA
340
Armor Investment Advisors
North Carolina
$74K – – –
AWM
341
Avior Wealth Management
Nebraska
$69K – – –
WAS
342
Winch Advisory Services
Wisconsin
$66K – – –
CAGAS
343
Capital Advisory Group Advisory Services
Minnesota
$65K -$876K -10,165 -93%
HWM
344
HighMark Wealth Management
Minnesota
$62K – – –
TI
345
tru Independence
Oregon
$61.2K +$61K +517,626 +31,428%
NG
346
NWK Group
California
$59K -$15.4K -179 -21%
GCM
347
Gables Capital Management
Florida
$57K – – –
EI
348
Ellevest Inc
New York
$56K – – –
SW
349
SVB Wealth
Massachusetts
$50K +$19.9K +234 +66%
MA
350
MUFG Americas
New York
$49K – – –
12 13
14
15 16