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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
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$24K
ADL
377
Asset Dedication LLC
California
$23K
PK
378
Pflug Koory
Nebraska
$23K
FFW
379
Fusion Family Wealth
New York
$22K -$1.36K -18 -6%
FANJ
380
Financial Architects (New Jersey)
New Jersey
$22K
FWM
381
Focused Wealth Management
New York
$21K -$5.38K -71 -21%
CCM
382
Cribstone Capital Management
Maine
$20K
MWP
383
MYCIO Wealth Partners
Pennsylvania
$20K
Franklin Resources
384
Franklin Resources
California
$20K +$19K +251 New
SBL
385
Sargent Bickham Lagudis
Colorado
$19K
TC
386
Trust Company
Kansas
$19K
OPS
387
Orion Portfolio Solutions
Nebraska
$18K
TFS
388
TrustCore Financial Services
Tennessee
$17K
ST
389
Smithfield Trust
Pennsylvania
$15K
APWM
390
Atlas Private Wealth Management
New York
$13K
CFD
391
Creative Financial Designs
Indiana
$13K
LWA
392
Lowe Wealth Advisors
Maryland
$12K
PIMG
393
Patriot Investment Management Group
Tennessee
$11K +$10.6K +140 New
AW
394
Avion Wealth
Texas
$11K
TCM
395
Tradewinds Capital Management
Washington
$11K
RFWA
396
RPg Family Wealth Advisory
Massachusetts
$10.3K +$9.93K +131 New
JWM
397
Janiczek Wealth Management
Colorado
$10K +$9.93K +131 New
FRA
398
Front Row Advisors
California
$9K
HWA
399
HHM Wealth Advisors
Tennessee
$9K
TWP
400
TFO Wealth Partners
Ohio
$9K +$152 +2 +2%

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.