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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
SFWC
451
Strategic Family Wealth Counselors
New Jersey
– -$374K -5,380 Closed
CWP
452
Capital Wealth Planning
Florida
– -$367K -5,279 Closed
FHC
453
First Heartland Consultants
Missouri
– -$347K -4,994 Closed
CI
454
Cambiar Investors
Colorado
– -$325K -4,677 Closed
CWM
455
Cahaba Wealth Management
Georgia
– -$325K -4,676 Closed
5L
456
55I LLC
Massachusetts
– -$355K -4,501 Closed
Calamos Advisors
457
Calamos Advisors
Illinois
– -$311K -4,470 Closed
SWP
458
Strategic Wealth Partners
Ohio
– -$398K -4,273 Closed
RFM
459
Royal Fund Management
Florida
– -$294K -4,229 Closed
EWA
460
EP Wealth Advisors
California
– -$271K -3,902 Closed
NL
461
NWAM LLC
Washington
– -$266 -3,825 Closed
AC
462
Abbrea Capital
California
– -$261K -3,750 Closed
HIS
463
Harvest Investment Services
Illinois
– -$252K -3,627 Closed
SCM
464
Southport Capital Management
Tennessee
– -$252K -3,620 Closed
SCP
465
Silverleafe Capital Partners
Tennessee
– -$250K -3,592 Closed
MG
466
Mather Group
Illinois
– -$244K -3,506 Closed
PNC
467
Park National Corp
Ohio
– -$243K -3,500 Closed
AA
468
Argent Advisors
Louisiana
– -$227K -3,264 Closed
WANY
469
Wealthspire Advisors (New York)
New York
– -$213K -3,059 Closed
CA
470
Calton & Associates
Florida
– -$210K -3,012 Closed
SGI
471
Swan Global Investments
Colorado
– -$202K -2,900 Closed
LSA
472
Lion Street Advisors
Texas
– -$70K -1,002 Closed
HCM
473
HGI Capital Management
New York
– -$61.9K -816 Closed
EK
474
Evensky & Katz
Florida
– -$43K -612 Closed
SWA
475
Stratos Wealth Advisors
Ohio
– -$41K -593 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.