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iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.71% more ownership

Funds ownership: 148.18%219.9% (+72%)

17% more capital invested

Capital invested by funds: $6.65B → $7.78B (+$1.13B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.1B

1% less funds holding

Funds holding: 267265 (-2)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.69%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$20.1M +$3.97M +61,636 +24%
SF
27
Synovus Financial
Georgia
$19.7M -$7.35M -114,107 -27%
MLICM
28
Metropolitan Life Insurance Company (MetLife)
New York
$18.9M +$1.26M +19,500 +7%
AssetMark Inc
29
AssetMark Inc
California
$18.8M +$2.72M +42,263 +16%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$17.3M -$9.18M -142,554 -34%
ADEF
31
Adams Diversified Equity Fund
Maryland
$17.1M -$8.95M -139,000 -34%
FMLI
32
Fukoku Mutual Life Insurance
Japan
$15.5M
Ameriprise
33
Ameriprise
Minnesota
$13.8M +$2.41M +37,423 +21%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$13.1M -$20.8M -323,106 -61%
MCM
35
Makena Capital Management
California
$12.7M
RMC
36
Regis Management Company
California
$11.4M -$22.5K -350 -0.2%
PVH
37
Psagot Value Holdings
Israel
$11.3M +$832K +12,921 +8%
REMS
38
Real Estate Management Services
$11.1M +$3.83M +59,500 +51%
SI
39
Stephens Inc
Arkansas
$9.97M -$135K -2,089 -1%
CA
40
Commerzbank Aktiengesellschaft
Germany
$9.84M +$3.5M +54,314 +56%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$9.57M +$2.16M +33,460 +28%
Invesco
42
Invesco
Georgia
$9.2M +$9.16M +142,247 +4,043%
BOTW
43
Bank of the West
California
$9.13M +$235K +3,642 +3%
DSN
44
D. Scott Neal
Kentucky
$9.08M +$9.27M +143,895 New
AG
45
Appleton Group
Wisconsin
$8.81M +$519K +8,063 +6%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$8.51M -$933K -14,487 -10%
AllianceBernstein
47
AllianceBernstein
Tennessee
$8.29M +$8.47M +131,480 New
Prudential Financial
48
Prudential Financial
New Jersey
$8.16M
TH
49
Timber Hill
Connecticut
$8M +$8.17M +126,851 New
BCM
50
Brookmont Capital Management
Texas
$7.87M +$955K +14,831 +13%

IYR Hedge Fund Activity: Q4 2013 in Review

265 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2013, worth a combined $7.78B — up 17% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 45 closed out — a net gain of 1 holder — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Citigroup, adding an estimated $660M. The largest seller was SG Americas Securities, cutting an estimated $80.1M.

  • 265 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $7.78B of iShares US Real Estate ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q4 2013 and 45 closed out, a net change of +1 holder.
  • The largest iShares US Real Estate ETF buyer in Q4 2013 was Citigroup, an estimated $660M added.
  • The largest iShares US Real Estate ETF seller in Q4 2013 was SG Americas Securities, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2013.