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iShares US Real Estate ETF
IYR

345 hedge funds and large institutions have $4.53B invested in iShares US Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

1% more funds holding

Funds holding: 341 → 345 (+4)

5.18% less ownership

Funds ownership: 103.84% → 98.66% (-5.2%)

7% less capital invested

Capital invested by funds: $4.89B → $4.53B (-$356M)

19% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $1.45B

20% less funds holding in top 10

Funds holding in top 10: 20 → 16 (-4)

22% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 127

Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
8.6%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
37
Increased
99
Reduced
127
Closed
31
Calls
$1.18B
Puts
$1.45B
Net Calls
-$270M
Net Calls Change
+$1.02B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$186M
2
Bank of America
Bank of America
North Carolina
+$43.2M
3
QIM
Quantitative Investment Management
Virginia
+$30.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23M
5
N
Natixis
France
+$15.2M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$178M
2
JP Morgan Chase
JP Morgan Chase
New York
-$175M
3
CS
Credit Suisse
Switzerland
-$48.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$47.7M
5
Goldman Sachs
Goldman Sachs
New York
-$46.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
351
Sandler Capital Management
New York
– -$8.55M -108,980 Closed
ICM
352
Ionic Capital Management
New York
– -$7.16M -90,000 Closed
AIM
353
Assured Investment Management
New York
– -$4.51M -56,724 Closed
SCM
354
Stevens Capital Management
Pennsylvania
– -$4.44M -56,600 Closed
Renaissance Technologies
355
Renaissance Technologies
New York
– -$2.55M -32,500 Closed
IAA
356
Independent Advisor Alliance
North Carolina
– -$2.38M -30,370 Closed
VWM
357
Venturi Wealth Management
Texas
– -$2.33M -28,729 Closed
OTPPB
358
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.45M -18,500 Closed
FPA
359
Fieldpoint Private Advisors
New York
– -$1.18M -15,070 Closed
CA
360
Continental Advisors
Utah
– -$915K -11,500 Closed
SWP
361
Stratos Wealth Partners
Ohio
– -$544K -6,926 Closed
CT
362
Cambridge Trust
Massachusetts
– -$382K -4,873 Closed
Victory Capital Management
363
Victory Capital Management
Texas
– -$353K -4,500 Closed
HF
364
HRT Financial
New York
– -$349K -4,457 Closed
IA
365
IndexIQ Advisors
New York
– -$295K -3,757 Closed
NCM
366
Narwhal Capital Management
Georgia
– -$280K -3,570 Closed
Mariner
367
Mariner
Kansas
– -$267K -3,399 Closed
FTUS
368
Flow Traders U.S.
New York
– -$243K -3,101 Closed
CWM
369
Concert Wealth Management
California
– -$228K -2,963 Closed
IUHSA
370
Itau Unibanco Holding S.A.
Brazil
– -$185K -2,357 Closed
FPF
371
FNY Partners Fund
New York
– -$156K -2,000 Closed
CGT
372
Capital Guardian Trust
California
– -$47K -600 Closed
FPS
373
Fieldpoint Private Securities
Connecticut
– -$39K -495 Closed
FMA
374
FNY Managed Accounts
New York
– -$34K -445 Closed
PMFA
375
Plante Moran Financial Advisors
Michigan
– -$14K -181 Closed
12 13 14
15
16

IYR Hedge Fund Activity: Q2 2017 in Review

345 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2017, worth a combined $4.53B — down 7.3% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IYR positions and 31 closed out — a net gain of 6 holders — while 99 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was UBS Group, cutting an estimated $178M.

  • 345 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2017, up from 341 in Q1 2017.
  • Funds reported $4.53B of iShares US Real Estate ETF stock for Q2 2017, down 7.3% quarter-over-quarter.
  • 37 funds opened new iShares US Real Estate ETF positions in Q2 2017 and 31 closed out, a net change of +6 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2017 was Morgan Stanley, an estimated $186M added.
  • The largest iShares US Real Estate ETF seller in Q2 2017 was UBS Group, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2017.