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iShares US Real Estate ETF
IYR

364 hedge funds and large institutions have $4.42B invested in iShares US Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 114 increasing their positions, 118 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 59

5% more funds holding

Funds holding: 346 → 364 (+18)

2.34% more ownership

Funds ownership: 101.18% → 103.52% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

3% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 118

10% less capital invested

Capital invested by funds: $4.92B → $4.42B (-$504M)

58% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $2.5B

Holders
364
Holders Change
+18
Holders Change %
+5.2%
% of All Funds
9.1%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
81
Increased
114
Reduced
118
Closed
59
Calls
$1.04B
Puts
$2.5B
Net Calls
-$1.46B
Net Calls Change
-$61.9M

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$97.8M
2
UBS Group
UBS Group
Switzerland
+$76.5M
3
Morgan Stanley
Morgan Stanley
New York
+$55.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$46.5M
5
Bank of America
Bank of America
North Carolina
+$42.6M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$177M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$133M
3
Goldman Sachs
Goldman Sachs
New York
-$81.1M
4
QIM
Quantitative Investment Management
Virginia
-$59.2M
5
LPL Financial
LPL Financial
California
-$36.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
351
McKinley Capital Management
Alaska
$7K – – –
EFSCE
352
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
ED
353
Exane Derivatives
France
$6K – – –
FMP
354
Financial Management Professionals
Texas
$6K – – –
PFBT
355
Parkside Financial Bank & Trust
Missouri
$4K +$76 +1 +2%
AA
356
Apriem Advisors
California
$3K – – –
ADL
357
Asset Dedication LLC
California
$3K – – –
FIB
358
First Interstate Bank
Montana
$3K +$2.58K +34 New
FTUS
359
Flow Traders U.S.
New York
$3K +$2.66K +35 New
FAN
360
Financial Advisors Network
California
$2.54K +$2.51K +33 New
AAP
361
Arax Advisory Partners
Colorado
$2K +$2.36K +31 New
TFA
362
Transamerica Financial Advisors
Florida
$1K -$10.5K -138 -99%
CIM
363
Contravisory Investment Management
Massachusetts
$1K +$836 +11 New
UBS AM
364
UBS AM
Illinois
$1K +$836 +11 New
FPF
365
FNY Partners Fund
New York
$119 +$118K +1,550 New
PK
366
Pflug Koory
Nebraska
$53 +$52.6K +692 New
Massachusetts Financial Services
367
Massachusetts Financial Services
Massachusetts
– -$133M -1,751,900 Closed
QIM
368
Quantitative Investment Management
Virginia
– -$59.2M -734,300 Closed
AIA
369
Arrow Investment Advisors
Maryland
– -$20.2M -251,000 Closed
HHC
370
Hutchin Hill Capital
New York
– -$20.2M -250,000 Closed
AIM
371
Astor Investment Management
Illinois
– -$18.5M -228,963 Closed
ACM
372
Aviance Capital Management
Florida
– -$14.7M -181,872 Closed
CC
373
Coastland Capital
California
– -$13.3M -175,000 Closed
LA
374
Leonetti & Associates
Illinois
– -$14M -173,775 Closed
CIBC Asset Management
375
CIBC Asset Management
Ontario, Canada
– -$10.4M -128,849 Closed
13 14
15
16 17

IYR Hedge Fund Activity: Q4 2016 in Review

364 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2016, worth a combined $4.42B — down 10% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IYR positions and 59 closed out — a net gain of 22 holders — while 114 added to existing stakes and 118 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $97.8M. The largest seller was Citigroup, cutting an estimated $177M.

  • 364 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2016, up from 346 in Q3 2016.
  • Funds reported $4.42B of iShares US Real Estate ETF stock for Q4 2016, down 10% quarter-over-quarter.
  • 81 funds opened new iShares US Real Estate ETF positions in Q4 2016 and 59 closed out, a net change of +22 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2016 was BNP Paribas Financial Markets, an estimated $97.8M added.
  • The largest iShares US Real Estate ETF seller in Q4 2016 was Citigroup, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2016.