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iShares US Real Estate ETF
IYR

Overview Fund Activity

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
Holders
387
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
8.86%
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

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$345M
2
Goldman Sachs
Goldman Sachs
New York
+$259M
3
Bank of America
Bank of America
North Carolina
+$208M
4
UBS Group
UBS Group
Switzerland
+$67.9M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$59.2M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$201M
2
Morgan Stanley
Morgan Stanley
New York
-$144M
3
N
Natixis
France
-$122M
4
TIAAOA
Teachers Insurance & Annuity Association of America
New York
-$121M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$72M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
351
Asset Dedication LLC
California
$24K – – –
RFWA
352
RPg Family Wealth Advisory
Massachusetts
$21.9K -$3.2K -40 -13%
TC
353
Truvestments Capital
Florida
$21K +$21K +268 New
PSC
354
Prentiss Smith & Co
Vermont
$20K – – –
GP
355
Girard Partners
Pennsylvania
$20K +$20K +255 New
SBL
356
Sargent Bickham Lagudis
Colorado
$19K -$5.88K -73 -24%
TC
357
Trust Company
Kansas
$19K – – –
RWG
358
Regal Wealth Group
California
$18K – – –
CA
359
Crewe Advisors
Utah
$16K – – –
ACM
360
AUA Capital Management
Pennsylvania
$16K – – –
CWA
361
Clarus Wealth Advisors
Arizona
$16K +$11K +138 +223%
IBOK
362
Independence Bank of Kentucky
Kentucky
$15K – – –
WT
363
Whittier Trust
California
$15K – – –
CFD
364
Creative Financial Designs
Indiana
$15K +$3.3K +42 +28%
CFA
365
Carroll Financial Associates
North Carolina
$13K – – –
WF
366
WealthTrust Fairport
Ohio
$13K +$13K +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 +$9K +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 +$8K +100 New
LFG
374
LifePlan Financial Group
Ohio
$7K +$7K +87 New
EFSCE
375
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
13 14
15
16 17