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iShares US Real Estate ETF
IYR

Overview Fund Activity

362 hedge funds and large institutions have $4.15B invested in iShares US Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 141 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-25
Holders Change %
-6.46%
% of All Funds
8.31%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.34%
New
44
Increased
98
Reduced
141
Closed
67
Calls
$653M
Puts
$1.54B
Net Calls
-$887M
Net Calls Change
-$298M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$261M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$260M
3
N
Natixis
France
+$192M
4
Morgan Stanley
Morgan Stanley
New York
+$97M
5
Deutsche Bank
Deutsche Bank
Germany
+$73.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$124M
2
Wells Fargo
Wells Fargo
California
-$121M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$103M
4
Bank of America
Bank of America
North Carolina
-$99.3M
5
UBS Group
UBS Group
Switzerland
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
401
Lourd Capital
California
– -$312K -3,854 Closed
GLA
402
Good Life Advisors
Pennsylvania
– -$263K -3,277 Closed
RWA
403
RGT Wealth Advisors
Texas
– -$262K -3,237 Closed
HW
404
Hancock Whitney
Mississippi
– -$258K -3,186 Closed
AWS
405
AJ Wealth Strategies
New York
– -$242K -2,987 Closed
LNC
406
Lincoln National Corp
Pennsylvania
– -$229K -2,829 Closed
OTC
407
Opera Trading Capital
France
– -$227K -2,805 Closed
WA
408
Winfield Associates
Ohio
– -$218K -2,680 Closed
SMC
409
Smith, Moore & Co
Missouri
– -$208K -2,571 Closed
FCI
410
Financial Counselors Inc
Kansas
– -$207K -2,558 Closed
BRF
411
B. Riley Financial
California
– -$204K -2,524 Closed
LWAC
412
Laurel Wealth Advisors (California)
California
– -$201K -2,490 Closed
CIA
413
Capital Investment Advisors
Georgia
– -$138K -1,698 Closed
TCM
414
TD Capital Management
Tennessee
– -$118K -1,455 Closed
RPC
415
Rossmore Private Capital
Connecticut
– -$64.8K -800 Closed
LNWWM
416
Laird Norton Wetherby Wealth Management
California
– -$59K -725 Closed
RFWA
417
RPg Family Wealth Advisory
Massachusetts
– -$52.6K -649 Closed
NSIM
418
North Star Investment Management
Illinois
– -$36K -444 Closed
EWM
419
Evercore Wealth Management
New York
– -$28K -350 Closed
STA
420
Summit Trail Advisors
New York
– -$20K -250 Closed
HIIFS
421
Harel Insurance Investments & Financial Services
Israel
– -$14K -172 Closed
KJWM
422
Kiley Juergens Wealth Management
Washington
– -$9K -120 Closed
FMP
423
Financial Management Professionals
Texas
– -$6K -83 Closed
CTB
424
Country Trust Bank
Illinois
– -$5K -67 Closed
TWA
425
TCI Wealth Advisors
Arizona
– -$5K -64 Closed
14 15 16
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