We are live on ! Find out more
IYR icon

iShares US Real Estate ETF
IYR

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: 19 → 19 (0)

5.21% less ownership

Funds ownership: 93.77% → 88.56% (-5.2%)

7% less funds holding

Funds holding: 447 → 416 (-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

Top Buyers

Rank Fund Capital Flow
1
PP
Paloma Partners
Connecticut
+$79.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$37.3M
3
Wolverine Trading
Wolverine Trading
Illinois
+$34.4M
4
Citigroup
Citigroup
New York
+$30M
5
CCM
Candlestick Capital Management
Connecticut
+$24.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$164M
2
BlackRock
BlackRock
New York
-$71.7M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$63M
4
CS
Credit Suisse
Switzerland
-$59M
5
JP Morgan Chase
JP Morgan Chase
New York
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
426
Two Sigma Investments
New York
– -$2.11M -30,390 Closed
PW
427
Price Wealth
Texas
– -$1.94M -27,816 Closed
Hudson Bay Capital Management
428
Hudson Bay Capital Management
Connecticut
– -$1.74M -25,000 Closed
PNAA
429
Pictet North America Advisors
Switzerland
– -$1.7M -24,500 Closed
PFA
430
Pinnacle Family Advisors
Missouri
– -$1.55M -22,265 Closed
IP
431
Interval Partners
New York
– -$1.42M -20,439 Closed
JT
432
Jump Trading
Illinois
– -$1.32M -18,994 Closed
LNWWM
433
Laird Norton Wetherby Wealth Management
California
– -$1.17M -16,856 Closed
ICA
434
Infrastructure Capital Advisors
New York
– -$1.04M -15,000 Closed
AF
435
Alerus Financial
North Dakota
– -$1.01M -14,507 Closed
FIA
436
FNY Investment Advisers
New York
– -$918K -13,200 Closed
AC
437
Addison Capital
Pennsylvania
– -$769K -11,047 Closed
ZIC
438
ZWJ Investment Counsel
Georgia
– -$765K -11,000 Closed
FPS
439
Fieldpoint Private Securities
Connecticut
– -$755K -10,850 Closed
PV
440
Private Vista
Illinois
– -$709K -10,174 Closed
SM
441
SG3 Management
Puerto Rico
– -$758K -10,000 Closed
ACP
442
Aveo Capital Partners
Colorado
– -$680K -9,778 Closed
TC
443
Trilogy Capital
California
– -$707K -9,421 Closed
WG
444
Winton Group
United Kingdom
– -$648K -9,309 Closed
Credit Agricole
445
Credit Agricole
France
– -$632K -9,078 Closed
TAM
446
Third Avenue Management
New York
– -$627K -9,000 Closed
SFA
447
Sequoia Financial Advisors
Ohio
– -$565K -8,122 Closed
MWM
448
Meridian Wealth Management
Kentucky
– -$525K -7,550 Closed
BAC
449
Boys Arnold & Co
North Carolina
– -$441K -6,340 Closed
DBRC
450
D.B. Root & Company
Pennsylvania
– -$374K -5,387 Closed
16 17
18
19 20

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.