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iShares US Real Estate ETF
IYR

429 hedge funds and large institutions have $3.09B invested in iShares US Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 102 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 48

11% more funds holding

Funds holding: 387 → 429 (+42)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

24.19% less ownership

Funds ownership: 112.76% → 88.57% (-24%)

33% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 152

39% less capital invested

Capital invested by funds: $5.06B → $3.09B (-$1.97B)

65% less call options, than puts

Call options by funds: $570M | Put options by funds: $1.63B

Holders
429
Holders Change
+42
Holders Change %
+10.85%
% of All Funds
9.56%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.49%
New
97
Increased
102
Reduced
152
Closed
48
Calls
$570M
Puts
$1.63B
Net Calls
-$1.06B
Net Calls Change
+$42.1M

Top Buyers

Rank Fund Capital Flow
1
N
Natixis
France
+$78M
2
SG Americas Securities
SG Americas Securities
New York
+$55.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$41.5M
4
FIA
Foundations Investment Advisors
Arizona
+$38.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$510M
2
Goldman Sachs
Goldman Sachs
New York
-$448M
3
JP Morgan Chase
JP Morgan Chase
New York
-$332M
4
Bank of America
Bank of America
North Carolina
-$187M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$153M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
426
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K +$550 +7 New
UBS AM
427
UBS AM
Illinois
$824 – – –
GT
428
Glenmede Trust
Pennsylvania
$138 +$146K +1,854 New
CF
429
Centaurus Financial
California
$16 +$95.2K +1,212 +24,240%
QIM
430
Quantitative Investment Management
Virginia
– -$47.8M -597,000 Closed
MSU
431
Mizuho Securities USA
New York
– -$29.5M -368,200 Closed
AP
432
Advisors Preferred
Maryland
– -$24.9M -311,349 Closed
Two Sigma Advisers
433
Two Sigma Advisers
New York
– -$16.3M -203,500 Closed
HF
434
HRT Financial
New York
– -$4.38M -54,694 Closed
PFA
435
Pinnacle Family Advisors
Missouri
– -$3.94M -49,215 Closed
RFO
436
RiverGlades Family Offices
Florida
– -$2.44M -30,463 Closed
RCAG
437
Rehmann Capital Advisory Group
Michigan
– -$1.47M -18,422 Closed
LA
438
LexAurum Advisors
Kansas
– -$1.29M -16,118 Closed
FTS
439
Fifth Third Securities
Ohio
– -$1.26M -15,803 Closed
TSS
440
Two Sigma Securities
New York
– -$1.1M -13,972 Closed
TG
441
TLP Group
Illinois
– -$1.04M -13,060 Closed
CWM
442
Cornerstone Wealth Management
Missouri
– -$130K -10,453 Closed
MA
443
Mutual Advisors
Nebraska
– -$828K -10,351 Closed
I2I
444
Insight 2811 Inc
Illinois
– -$660K -8,251 Closed
AWM
445
AE Wealth Management
Kansas
– -$603K -7,533 Closed
CG
446
Cutler Group
California
– -$520K -6,614 Closed
ACM
447
Avalon Capital Management
California
– -$328K -4,096 Closed
HSA
448
HBK Sorce Advisory
Pennsylvania
– -$314K -3,924 Closed
AFP
449
Ausdal Financial Partners
Iowa
– -$311K -3,886 Closed
RGNCM
450
R.G. Niederhoffer Capital Management
New York
– -$288K -3,600 Closed
16 17
18
19 20

IYR Hedge Fund Activity: Q4 2018 in Review

429 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2018, worth a combined $3.09B — down 39% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IYR positions and 48 closed out — a net gain of 49 holders — while 102 added to existing stakes and 152 trimmed.

The largest buyer was Natixis, adding an estimated $78M. The largest seller was Morgan Stanley, cutting an estimated $510M.

  • 429 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2018, up from 387 in Q3 2018.
  • Funds reported $3.09B of iShares US Real Estate ETF stock for Q4 2018, down 39% quarter-over-quarter.
  • 97 funds opened new iShares US Real Estate ETF positions in Q4 2018 and 48 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2018 was Natixis, an estimated $78M added.
  • The largest iShares US Real Estate ETF seller in Q4 2018 was Morgan Stanley, an estimated $510M sold.

Based on aggregated 13F filings for Q4 2018.