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iShares US Real Estate ETF
IYR

Overview Fund Activity

429 hedge funds and large institutions have $5.36B invested in iShares US Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 125 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+38
Holders Change %
+9.72%
% of All Funds
7.61%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
80
Increased
125
Reduced
122
Closed
34
Calls
$506M
Puts
$810M
Net Calls
-$304M
Net Calls Change
-$302M

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.2B
2
CWM
CIBC World Markets
New York
$699M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$191M
4
USAA
United Services Automobile Association
Texas
$101M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$568M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$100M
2
UBS Group
UBS Group
Switzerland
$74.1M
3
Bank of America
Bank of America
North Carolina
$206M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
351
Eudaimonia Partners
Tennessee
$48K -$10.5K -121 -18%
PVH
352
Psagot Value Holdings
Israel
$46K -$66.4K -780 -59%
GAM
353
Gemmer Asset Management
California
$43K -$64.6K -763 -60%
WTC
354
WhitTier Trust Company
Nevada
$43K – – –
HPC
355
HM Payson & Co
Maine
$39K – – –
FPS
356
Fieldpoint Private Securities
Connecticut
$39K +$39K +450 New
RA
357
Reby Advisors
Connecticut
$39K +$39K +450 New
FWP
358
FAS Wealth Partners
Kansas
$35K – – –
BFEC
359
Benjamin F. Edwards & Company
Missouri
$34K – – –
MA
360
MCF Advisors
Kentucky
$33K – – –
GI
361
Gradient Investments
Minnesota
$32K – – –
JFA
362
JNBA Financial Advisors
Minnesota
$31K +$31K +365 New
M
363
MOTCO
Texas
$28K – – –
TIM
364
Tortoise Investment Management
New York
$28K – – –
SSB
365
Sandy Spring Bank
Maryland
$28K – – –
SC
366
Sawyer & Company
Massachusetts
$28K – – –
APC
367
Asset Planning Corporation
Tennessee
$28K +$28K +322 New
IAIM
368
International Assets Investment Management
Florida
$28K +$28K +329 New
HWA
369
Heritage Wealth Advisors
Virginia
$27K – – –
NCM
370
New Capital Management
Texas
$26K -$19.8K -234 -43%
AWM
371
Atticus Wealth Management
Florida
$26K – – –
ADL
372
Asset Dedication LLC
California
$25K – – –
FFW
373
Fusion Family Wealth
New York
$24K – – –
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
FWM
375
Focused Wealth Management
New York
$23K +$86 +1 +0.4%
13 14
15
16 17