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iShares US Real Estate ETF

299 hedge funds and large institutions have $9.84B invested in iShares US Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

1% more funds holding

Funds holding: 296299 (+3)

1% more capital invested

Capital invested by funds: $9.75B → $9.84B (+$89.1M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

21.63% less ownership

Funds ownership: 217.61%195.98% (-22%)

52% less call options, than puts

Call options by funds: $813M | Put options by funds: $1.71B

Holders
299
Holders Change
+3
Holders Change %
+1.01%
% of All Funds
8.59%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.63%
New
35
Increased
111
Reduced
100
Closed
30
Calls
$813M
Puts
$1.71B
Net Calls
-$898M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Sentry Investment Management
Wisconsin
$29.6M +$556K +7,900 +2%
LPL Financial
27
LPL Financial
California
$26M +$6.53M +92,735 +34%
PRA
28
Parametric Risk Advisors
Connecticut
$25.1M
REMS
29
Real Estate Management Services
$24.6M +$8.82M +125,200 +58%
SF
30
Synovus Financial
Georgia
$23.4M +$229K +3,252 +1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$23.1M -$789K -11,203 -3%
CHFS
32
Cobble Hill Financial Services
New Jersey
$22.6M -$4.01M -57,000 -15%
Stifel Financial
33
Stifel Financial
Missouri
$22.3M +$298K +4,234 +1%
HHC
34
Hutchin Hill Capital
New York
$21.5M -$7.04M -100,000 -25%
AIM
35
Astor Investment Management
Illinois
$20.2M +$3.73M +52,984 +23%
MLICM
36
Metropolitan Life Insurance Company (MetLife)
New York
$19.3M -$359K -5,100 -2%
Nomura Holdings
37
Nomura Holdings
Japan
$18.7M -$78.1M -1,109,589 -81%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$18.2M +$1.66M +23,510 +10%
Ameriprise
39
Ameriprise
Minnesota
$18.1M +$1.3M +18,461 +8%
FMLI
40
Fukoku Mutual Life Insurance
Japan
$17.6M
SI
41
Stephens Inc
Arkansas
$17.5M +$205K +2,914 +1%
PVH
42
Psagot Value Holdings
Israel
$17.1M +$2.96M +41,994 +21%
PWPCM
43
Perella Weinberg Partners Capital Management
New York
$15.8M +$15.5M +220,193 New
RMC
44
Regis Management Company
California
$14.5M +$127K +1,805 +0.9%
BFA
45
Beaumont Financial Advisors
Massachusetts
$13.8M +$13.6M +192,521 New
VF
46
Virtu Financial
New York
$13.6M +$13.1M +185,468 +4,004%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$13M +$7.01M +99,504 +122%
LA
48
Leonetti & Associates
Illinois
$11.7M +$11.5M +163,661 New
Citadel Advisors
49
Citadel Advisors
Florida
$11.6M -$2.53M -35,868 -18%
NPC
50
National Planning Corporation
California
$11.2M +$1.23M +17,504 +13%

IYR Hedge Fund Activity: Q2 2014 in Review

299 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2014, worth a combined $9.84B — up 0.91% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYR positions and 30 closed out — a net gain of 5 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $325M. The largest seller was Deutsche Bank, cutting an estimated $444M.

  • 299 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2014, up from 296 in Q1 2014.
  • Funds reported $9.84B of iShares US Real Estate ETF stock for Q2 2014, up 0.91% quarter-over-quarter.
  • 35 funds opened new iShares US Real Estate ETF positions in Q2 2014 and 30 closed out, a net change of +5 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2014 was Bank of America, an estimated $325M added.
  • The largest iShares US Real Estate ETF seller in Q2 2014 was Deutsche Bank, an estimated $444M sold.

Based on aggregated 13F filings for Q2 2014.