We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

296 hedge funds and large institutions have $9.75B invested in iShares US Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 29

63% more funds holding in top 10

Funds holding in top 10: 1626 (+10)

25% more capital invested

Capital invested by funds: $7.78B → $9.75B (+$1.98B)

14% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 88

12% more funds holding

Funds holding: 265296 (+31)

2.29% less ownership

Funds ownership: 219.9%217.61% (-2.3%)

42% less call options, than puts

Call options by funds: $935M | Put options by funds: $1.61B

Holders
296
Holders Change
+31
Holders Change %
+11.7%
% of All Funds
8.55%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.75%
New
60
Increased
100
Reduced
88
Closed
29
Calls
$935M
Puts
$1.61B
Net Calls
-$677M
Net Calls Change
-$682M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Sentry Investment Management
Wisconsin
$27.4M +$763K +11,500 +3%
HHC
27
Hutchin Hill Capital
New York
$27.1M +$26.5M +400,000 New
CHFS
28
Cobble Hill Financial Services
New Jersey
$25.2M +$398K +6,000 +2%
PRA
29
Parametric Risk Advisors
Connecticut
$23.7M
Bank of New York Mellon
30
Bank of New York Mellon
New York
$22.5M +$20M +300,796 +937%
SF
31
Synovus Financial
Georgia
$21.8M +$629K +9,483 +3%
Stifel Financial
32
Stifel Financial
Missouri
$20.7M +$20.3M +306,434 New
AssetMark Inc
33
AssetMark Inc
California
$20.7M +$481K +7,243 +2%
MLICM
34
Metropolitan Life Insurance Company (MetLife)
New York
$18.5M -$1.67M -25,200 -8%
LPL Financial
35
LPL Financial
California
$18.2M -$10.2M -153,335 -36%
PP
36
Paloma Partners
Connecticut
$18.2M +$17.8M +268,730 New
MSU
37
Maple Securities USA
New Jersey
$17.3M +$17M +256,200 New
FMLI
38
Fukoku Mutual Life Insurance
Japan
$16.6M
SI
39
Stephens Inc
Arkansas
$16.3M +$5.46M +82,331 +52%
Ameriprise
40
Ameriprise
Minnesota
$15.8M +$1M +15,139 +7%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$15.6M +$1.49M +22,500 +11%
AIM
42
Astor Investment Management
Illinois
$15.4M +$15.1M +227,740 New
QIM
43
Quantitative Investment Management
Virginia
$14.9M +$14.6M +220,600 New
REMS
44
Real Estate Management Services
$14.7M +$2.73M +41,100 +23%
RMC
45
Regis Management Company
California
$13.5M +$1.27M +19,166 +11%
Citadel Advisors
46
Citadel Advisors
Florida
$13.4M +$13.1M +197,636 New
PVH
47
Psagot Value Holdings
Israel
$13.2M +$1.14M +17,184 +10%
BCMU
48
BlueCrest Capital Management (UK)
Guernsey
$10.5M +$10.3M +154,461 New
Neuberger Berman Group
49
Neuberger Berman Group
New York
$10M -$219K -3,295 -2%
ADEF
50
Adams Diversified Equity Fund
Maryland
$10M -$8.15M -122,800 -45%

IYR Hedge Fund Activity: Q1 2014 in Review

296 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2014, worth a combined $9.75B — up 25% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IYR positions and 29 closed out — a net gain of 31 holders — while 100 added to existing stakes and 88 trimmed.

The largest buyer was Credit Suisse, adding an estimated $251M. The largest seller was SG Americas Securities, cutting an estimated $190M.

  • 296 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2014, up from 265 in Q4 2013.
  • Funds reported $9.75B of iShares US Real Estate ETF stock for Q1 2014, up 25% quarter-over-quarter.
  • 60 funds opened new iShares US Real Estate ETF positions in Q1 2014 and 29 closed out, a net change of +31 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2014 was Credit Suisse, an estimated $251M added.
  • The largest iShares US Real Estate ETF seller in Q1 2014 was SG Americas Securities, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2014.