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iShares US Real Estate ETF
IYR

Overview Fund Activity

362 hedge funds and large institutions have $4.15B invested in iShares US Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 141 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-25
Holders Change %
-6.46%
% of All Funds
8.31%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.34%
New
44
Increased
98
Reduced
141
Closed
67
Calls
$653M
Puts
$1.54B
Net Calls
-$887M
Net Calls Change
-$298M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$261M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$260M
3
N
Natixis
France
+$192M
4
Morgan Stanley
Morgan Stanley
New York
+$97M
5
Deutsche Bank
Deutsche Bank
Germany
+$73.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$124M
2
Wells Fargo
Wells Fargo
California
-$121M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$103M
4
Bank of America
Bank of America
North Carolina
-$99.3M
5
UBS Group
UBS Group
Switzerland
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
351
Blue Bell Private Wealth Management
Pennsylvania
$4K -$3.33K -50 -45%
PFBT
352
Parkside Financial Bank & Trust
Missouri
$4K – – –
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
SFM
354
Signet Financial Management
New Jersey
$4K +$4K +54 New
MIM
355
Macroview Investment Management
Maryland
$3K +$3K +34 New
HI
356
Hudock Inc
Pennsylvania
$2K – – –
AAP
357
Arax Advisory Partners
Colorado
$2K – – –
CPIG
358
Chicago Partners Investment Group
Illinois
$2K +$2K +21 New
WWM
359
Willingdon Wealth Management
North Carolina
$2K +$2K +22 New
WTB
360
Washington Trust Bank
Washington
$1K -$2.14M -38,594 -100%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
TFA
362
Transamerica Financial Advisors
Florida
$1K – – –
UBS AM
363
UBS AM
Illinois
$830 – – –
PP
364
Paloma Partners
Connecticut
– -$32.8M -404,716 Closed
RJFSA
365
Raymond James Financial Services Advisors
Florida
– -$13.7M -168,741 Closed
GL
366
Governors Lane
New York
– -$11.5M -142,300 Closed
Balyasny Asset Management
367
Balyasny Asset Management
Illinois
– -$10.6M -130,512 Closed
TA
368
Tiptree Advisors
New York
– -$8.1M -100,000 Closed
TSS
369
Two Sigma Securities
New York
– -$6.71M -82,861 Closed
BMM
370
Berkshire Money Management
Massachusetts
– -$5.88M -72,586 Closed
Invesco
371
Invesco
Georgia
– -$5.55M -68,527 Closed
FIM
372
Foresters Investment Management
New York
– -$4.44M -54,850 Closed
Hudson Bay Capital Management
373
Hudson Bay Capital Management
Connecticut
– -$3.94M -48,651 Closed
KCM
374
Karp Capital Management
California
– -$3.44M -42,411 Closed
ACM
375
Adelante Capital Management
California
– -$3.15M -38,857 Closed
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