We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

416 hedge funds and large institutions have $2.88B invested in iShares US Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 177 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $2.87B → $2.88B (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

5.21% less ownership

Funds ownership: 93.77%88.56% (-5.2%)

7% less funds holding

Funds holding: 447416 (-31)

36% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 78

44% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 177

46% less call options, than puts

Call options by funds: $916M | Put options by funds: $1.7B

Holders
416
Holders Change
-31
Holders Change %
-6.94%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
50
Increased
99
Reduced
177
Closed
78
Calls
$916M
Puts
$1.7B
Net Calls
-$784M
Net Calls Change
-$621M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
351
BerganKDV Wealth Management
Minnesota
$48K
MWA
352
MFA Wealth Advisors
Pennsylvania
$47.1K -$287K -3,782 -86%
FHA
353
Flagship Harbor Advisors
Massachusetts
$46K +$3.79K +50 +9%
MA
354
MUFG Americas
New York
$45K
WTC
355
WhitTier Trust Company
Nevada
$39K
LFG
356
Larson Financial Group
Missouri
$39K +$76 +1 +0.2%
HPC
357
HM Payson & Co
Maine
$36K
CAAS
358
Capital Asset Advisory Services
Michigan
$35K
SFSG
359
Stearns Financial Services Group
North Carolina
$34K -$2.65K -35 -8%
M
360
MOTCO
Texas
$34K
ED
361
Exane Derivatives
France
$33.3K -$150K -1,984 -82%
LFG
362
LifePlan Financial Group
Ohio
$33K -$36.4K -480 -54%
AWM
363
Atticus Wealth Management
Florida
$32K
CFG
364
Citizens Financial Group
Rhode Island
$32K
FWP
365
FAS Wealth Partners
Kansas
$32K
CL
366
Cabana LLC
Arkansas
$32K +$30.5K +403 New
BFEC
367
Benjamin F. Edwards & Company
Missouri
$31K
MA
368
MCF Advisors
Kentucky
$31K
TIM
369
Tortoise Investment Management
New York
$28K -$1.52K -20 -5%
SW
370
SVB Wealth
Massachusetts
$27K +$23.9K +315 +808%
QCMNJ
371
Quantum Capital Management (New Jersey)
New Jersey
$26K
SSB
372
Sandy Spring Bank
Maryland
$26K
SC
373
Sawyer & Company
Massachusetts
$26K
HWA
374
Heritage Wealth Advisors
Virginia
$25.1K
BW
375
Bison Wealth
Georgia
$24K

IYR Hedge Fund Activity: Q2 2020 in Review

416 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2020, worth a combined $2.88B — up 0.1% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of IYR and 50 opened new positions — a net loss of 28 holders — while 177 trimmed existing stakes and 99 added.

The largest buyer was Paloma Partners, adding an estimated $79.2M. The largest seller was Bank of America, cutting an estimated $164M.

  • 416 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2020, down from 447 in Q1 2020.
  • Funds reported $2.88B of iShares US Real Estate ETF stock for Q2 2020, up 0.1% quarter-over-quarter.
  • 50 funds opened new iShares US Real Estate ETF positions in Q2 2020 and 78 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2020 was Paloma Partners, an estimated $79.2M added.
  • The largest iShares US Real Estate ETF seller in Q2 2020 was Bank of America, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2020.