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iShares US Real Estate ETF
IYR

387 hedge funds and large institutions have $5.06B invested in iShares US Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 14 → 22 (+8)

12% more capital invested

Capital invested by funds: $4.52B → $5.06B (+$539M)

10% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 49

1% more funds holding

Funds holding: 383 → 387 (+4)

6.4% less ownership

Funds ownership: 119.15% → 112.76% (-6.4%)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

69% less call options, than puts

Call options by funds: $499M | Put options by funds: $1.6B

Holders
387
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
8.85%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.5%
New
54
Increased
113
Reduced
126
Closed
49
Calls
$499M
Puts
$1.6B
Net Calls
-$1.1B
Net Calls Change
-$132M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$352M
2
Goldman Sachs
Goldman Sachs
New York
+$264M
3
Bank of America
Bank of America
North Carolina
+$212M
4
UBS Group
UBS Group
Switzerland
+$69.1M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$60.3M

Top Sellers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$201M
2
Morgan Stanley
Morgan Stanley
New York
-$147M
3
N
Natixis
France
-$124M
4
TIAAOA
Teachers Insurance & Annuity Association of America
New York
-$121M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$73.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
351
Asset Dedication LLC
California
$24K – – –
RFWA
352
RPg Family Wealth Advisory
Massachusetts
$21.9K -$3.26K -40 -13%
TC
353
Truvestments Capital
Florida
$21K +$21.9K +268 New
PSC
354
Prentiss Smith & Co
Vermont
$20K – – –
GP
355
Girard Partners
Pennsylvania
$20K +$20.8K +255 New
SBL
356
Sargent Bickham Lagudis
Colorado
$19K -$5.95K -73 -24%
TC
357
Trust Company
Kansas
$19K – – –
RWG
358
Regal Wealth Group
California
$18K – – –
ACM
359
AUA Capital Management
Pennsylvania
$16K – – –
CA
360
Crewe Advisors
Utah
$16K – – –
CWA
361
Clarus Wealth Advisors
Arizona
$16K +$11.3K +138 +223%
IBOK
362
Independence Bank of Kentucky
Kentucky
$15K – – –
WT
363
Whittier Trust
California
$15K – – –
CFD
364
Creative Financial Designs
Indiana
$15K +$3.42K +42 +28%
CFA
365
Carroll Financial Associates
North Carolina
$13K – – –
WF
366
WealthTrust Fairport
Ohio
$13K +$13.1K +161 New
RPG
367
Risk Paradigm Group
Texas
$11K – – –
CAM
368
CenterStar Asset Management
Illinois
$10K – – –
KJWM
369
Kiley Juergens Wealth Management
Washington
$9K – – –
WSTAM
370
Wilbanks Smith & Thomas Asset Management
Virginia
$9K +$8.97K +110 New
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$8K – – –
AWMS
372
Advocacy Wealth Management Services
Georgia
$8K – – –
WP
373
WealthShield Partners
North Carolina
$8K +$8.15K +100 New
LFG
374
LifePlan Financial Group
Ohio
$7K +$7.09K +87 New
EFSCE
375
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
13 14
15
16 17

IYR Hedge Fund Activity: Q3 2018 in Review

387 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2018, worth a combined $5.06B — up 12% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IYR positions and 49 closed out — a net gain of 5 holders — while 113 added to existing stakes and 126 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $352M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $201M sold.

  • 387 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2018, up from 383 in Q2 2018.
  • Funds reported $5.06B of iShares US Real Estate ETF stock for Q3 2018, up 12% quarter-over-quarter.
  • 54 funds opened new iShares US Real Estate ETF positions in Q3 2018 and 49 closed out, a net change of +5 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2018 was JP Morgan Chase, an estimated $352M added.
  • The largest iShares US Real Estate ETF seller in Q3 2018 was Bank of Nova Scotia, an estimated $201M sold.

Based on aggregated 13F filings for Q3 2018.