iShares US Real Estate ETF
IYR
387 hedge funds and large institutions have $5.06B invested in iShares US Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 49 closing their positions.
57% more funds holding in top 10
Funds holding in top 10: 14 → 22 (+8)
12% more capital invested
Capital invested by funds: $4.52B → $5.06B (+$539M)
10% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 49
1% more funds holding
Funds holding: 383 → 387 (+4)
6.4% less ownership
Funds ownership: 119.15% → 112.76% (-6.4%)
10% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 126
69% less call options, than puts
Call options by funds: $499M | Put options by funds: $1.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$352M |
| 2 |
Goldman Sachs
New York
|
+$264M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$212M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$69.1M |
| 5 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$60.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$201M |
| 2 |
Morgan Stanley
New York
|
-$147M |
| 3 |
N
Natixis
Paris,
France
|
-$124M |
| 4 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
-$121M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$73.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
426
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$70K | -873 | Closed |
|
|
LYV
427
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$43K | -525 | Closed |
|
428
SEI Investments
Oaks,
Pennsylvania
| – | -$30K | -371 | Closed |
|
|
SWP
429
Strategic Wealth Partners
Independence,
Ohio
| – | -$23K | -281 | Closed |
|
|
WT
430
Washington Trust
Westerly,
Rhode Island
| – | -$20K | -250 | Closed |
|
431
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$19K | -235 | Closed |
|
|
WIM
432
Westside Investment Management
Santa Monica,
California
| – | -$17.6K | -220 | Closed |
|
|
WC
433
Whitney & Co
Rochester,
New York
| – | -$11K | -141 | Closed |
|
|
TCOV
434
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$10K | -125 | Closed |
|
|
IP
435
Intellectus Partners
San Francisco,
California
| – | -$10K | -124 | Closed |
|
|
BCA
436
Bay Colony Advisors
Concord,
Massachusetts
| – | -$5K | -63 | Closed |
|
|
POIA
437
Pin Oak Investment Advisors
Houston,
Texas
| – | -$4K | -49 | Closed |
|
|
AAP
438
Arax Advisory Partners
Denver,
Colorado
| – | -$2K | -31 | Closed |
|
IYR Hedge Fund Activity: Q3 2018 in Review
387 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2018, worth a combined $5.06B — up 12% from $4.52B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IYR positions and 49 closed out — a net gain of 5 holders — while 113 added to existing stakes and 126 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $352M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $201M sold.
- 387 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2018, up from 383 in Q2 2018.
- Funds reported $5.06B of iShares US Real Estate ETF stock for Q3 2018, up 12% quarter-over-quarter.
- 54 funds opened new iShares US Real Estate ETF positions in Q3 2018 and 49 closed out, a net change of +5 holders.
- The largest iShares US Real Estate ETF buyer in Q3 2018 was JP Morgan Chase, an estimated $352M added.
- The largest iShares US Real Estate ETF seller in Q3 2018 was Bank of Nova Scotia, an estimated $201M sold.
Based on aggregated 13F filings for Q3 2018.