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iShares US Real Estate ETF
IYR

346 hedge funds and large institutions have $4.92B invested in iShares US Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 140 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 104

1.93% more ownership

Funds ownership: 99.25% → 101.18% (+1.9%)

9% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 43

1% less funds holding

Funds holding: 348 → 346 (-2)

4% less capital invested

Capital invested by funds: $5.1B → $4.92B (-$180M)

32% less funds holding in top 10

Funds holding in top 10: 28 → 19 (-9)

53% less call options, than puts

Call options by funds: $1.23B | Put options by funds: $2.63B

Holders
346
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
9.23%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.51%
New
47
Increased
140
Reduced
104
Closed
43
Calls
$1.23B
Puts
$2.63B
Net Calls
-$1.4B
Net Calls Change
+$883M

Top Buyers

1
Citigroup
Citigroup
New York
+$148M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$67.1M
3
Wells Fargo
Wells Fargo
California
+$63.5M
4
Ameriprise
Ameriprise
Minnesota
+$52.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$52M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$218M
2
Barclays
Barclays
United Kingdom
-$86.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$77M
4
SIG
Senator Investment Group
New York
-$60.8M
5
B
Bailard
California
-$51.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RGNCM
376
R.G. Niederhoffer Capital Management
New York
– -$997K -12,100 Closed
HighTower Advisors
377
HighTower Advisors
Illinois
– -$993K -12,047 Closed
FIM
378
Freedom Investment Management
Connecticut
– -$926K -11,235 Closed
CWM
379
CIBC World Markets
New York
– -$650K -7,900 Closed
ID
380
Integral Derivatives
New York
– -$613K -7,400 Closed
CI
381
Cavalier Investments
Georgia
– -$399K -4,841 Closed
11A
382
10-15 Associates
New York
– -$361K -4,380 Closed
HW
383
Hancock Whitney
Mississippi
– -$303K -3,675 Closed
Walleye Trading
384
Walleye Trading
New York
– -$279K -3,367 Closed
PPCM
385
Pillar Pacific Capital Management
California
– -$253K -3,070 Closed
CCB
386
Cutter & Co Brokerage
Missouri
– -$230K -2,794 Closed
AIS
387
American Investment Services
Massachusetts
– -$203K -2,459 Closed
First Manhattan
388
First Manhattan
New York
– -$23K -286 Closed
DBT
389
Dubuque Bank & Trust
Iowa
– -$5K -65 Closed
ZB
390
Zions Bancorporation
Utah
– -$5K -64 Closed
FNBT
391
FineMark National Bank & Trust
Florida
– -$4K -52 Closed
12 13 14 15
16

IYR Hedge Fund Activity: Q3 2016 in Review

346 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2016, worth a combined $4.92B — down 3.5% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IYR positions and 43 closed out — a net gain of 4 holders — while 140 added to existing stakes and 104 trimmed.

The largest buyer was Citigroup, adding an estimated $148M. The largest seller was Goldman Sachs, cutting an estimated $218M.

  • 346 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2016, down from 348 in Q2 2016.
  • Funds reported $4.92B of iShares US Real Estate ETF stock for Q3 2016, down 3.5% quarter-over-quarter.
  • 47 funds opened new iShares US Real Estate ETF positions in Q3 2016 and 43 closed out, a net change of +4 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2016 was Citigroup, an estimated $148M added.
  • The largest iShares US Real Estate ETF seller in Q3 2016 was Goldman Sachs, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2016.