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iShares US Real Estate ETF

341 hedge funds and large institutions have $4.89B invested in iShares US Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 139 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $4.42B → $4.89B (+$471M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0.32% more ownership

Funds ownership: 103.52%103.84% (+0.32%)

6% less funds holding

Funds holding: 364341 (-23)

28% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 139

30% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 53

67% less call options, than puts

Call options by funds: $638M | Put options by funds: $1.93B

Holders
341
Holders Change
-23
Holders Change %
-6.32%
% of All Funds
8.49%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
37
Increased
100
Reduced
139
Closed
53
Calls
$638M
Puts
$1.93B
Net Calls
-$1.29B
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
LPC
376
Loeb Partners Corp
New York
-$231K -3,000 Closed
HW
377
Hancock Whitney
Mississippi
-$230K -2,983 Closed
SI
378
SII Investments
Wisconsin
-$224K -2,868 Closed
RW
379
Rand Wealth
Maryland
-$214K -2,788 Closed
Kayne Anderson Rudnick Investment Management
380
Kayne Anderson Rudnick Investment Management
California
-$213K -2,762 Closed
SEI Investments
381
SEI Investments
Pennsylvania
-$213K -2,728 -100%
BA
382
Bristlecone Advisors
Washington
-$208K -2,704 Closed
IWA
383
IBEX Wealth Advisors
New Jersey
-$158K -2,036 Closed
USGIU
384
U.S. Global Investors (USGI)
Texas
-$153K -2,000 Closed
JIC
385
Joel Isaacson & Co
New York
-$59K -762 Closed
AA
386
Ancora Advisors
Ohio
-$56K -728 Closed
CFN
387
Cordasco Financial Network
Florida
-$29K -375 Closed
JGIA
388
Jackson Grant Investment Advisers
Connecticut
-$28K -363 Closed
GBBWRPM
389
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$16K -200 Closed
WAP
390
Wealthcare Advisory Partners
Pennsylvania
-$12K -154 Closed
CTC
391
Central Trust Company
Missouri
-$11K -140 Closed
PG
392
Patten Group
Tennessee
-$8K -100 Closed
ED
393
Exane Derivatives
France
-$6K -78 Closed
FIB
394
First Interstate Bank
Montana
-$3K -34 Closed
FAN
395
Financial Advisors Network
California
-$2.54K -33 Closed
CIM
396
Contravisory Investment Management
Massachusetts
-$1K -11 Closed

IYR Hedge Fund Activity: Q1 2017 in Review

341 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2017, worth a combined $4.89B — up 11% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of IYR and 37 opened new positions — a net loss of 16 holders — while 139 trimmed existing stakes and 100 added.

The largest buyer was Goldman Sachs, adding an estimated $126M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $153M.

  • 341 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2017, down from 364 in Q4 2016.
  • Funds reported $4.89B of iShares US Real Estate ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 37 funds opened new iShares US Real Estate ETF positions in Q1 2017 and 53 closed out, a net change of -16 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2017 was Goldman Sachs, an estimated $126M added.
  • The largest iShares US Real Estate ETF seller in Q1 2017 was BNP Paribas Financial Markets, an estimated $153M sold.

Based on aggregated 13F filings for Q1 2017.