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iShares US Real Estate ETF

333 hedge funds and large institutions have $9.41B invested in iShares US Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

14% more funds holding

Funds holding: 292333 (+41)

0% less capital invested

Capital invested by funds: $9.44B → $9.41B (-$31.1M)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

39.48% less ownership

Funds ownership: 200.52%161.03% (-39%)

71% less call options, than puts

Call options by funds: $707M | Put options by funds: $2.47B

Holders
333
Holders Change
+41
Holders Change %
+14.04%
% of All Funds
8.88%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.72%
New
80
Increased
93
Reduced
106
Closed
31
Calls
$707M
Puts
$2.47B
Net Calls
-$1.76B
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$42.1M +$17.1M +228,065 +71%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$38.4M +$37.4M +500,331 New
FI
28
FormulaFolio Investments
Michigan
$36.1M +$35.1M +470,052 New
BC
29
Brinker Capital
Pennsylvania
$35.1M +$34.2M +457,307 New
EA
30
Euclid Advisors
Connecticut
$33.7M +$32.8M +438,840 New
SIM
31
Sentry Investment Management
Wisconsin
$33.2M +$645K +8,625 +2%
UCFA
32
United Capital Financial Advisors
Texas
$26.9M -$481K -6,434 -2%
PRA
33
Parametric Risk Advisors
Connecticut
$26.9M
SF
34
Synovus Financial
Georgia
$26.1M +$148K +1,974 +0.6%
Two Sigma Investments
35
Two Sigma Investments
New York
$24M +$23.3M +312,017 New
FMLI
36
Fukoku Mutual Life Insurance
Japan
$23.9M +$4.94M +66,000 +27%
Stifel Financial
37
Stifel Financial
Missouri
$22.5M -$774K -10,349 -3%
AIM
38
Astor Investment Management
Illinois
$22.4M +$568K +7,600 +3%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$21.8M +$12.6M +168,636 +147%
Prudential Financial
40
Prudential Financial
New Jersey
$21.5M +$11.2M +150,000 +116%
FSIM
41
F-Squared Investment Management
Massachusetts
$20.7M +$20.2M +269,516 New
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$19.5M -$875K -11,700 -4%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$19.2M +$16.8M +225,000 +900%
RMC
44
Regis Management Company
California
$18.1M
PVH
45
Psagot Value Holdings
Israel
$17.9M +$1.04M +13,920 +6%
SI
46
Stephens Inc
Arkansas
$17.9M -$1.47M -19,704 -8%
BCM
47
BlueCrest Capital Management
Jersey
$17.6M +$11.8M +157,516 +222%
NPC
48
National Planning Corporation
California
$17.5M +$15.5M +207,248 +1,586%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$16.7M -$5.22M -69,800 -24%
HMC
50
Higher Moment Capital
Massachusetts
$16.1M +$15.6M +208,910 New

IYR Hedge Fund Activity: Q4 2014 in Review

333 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2014, worth a combined $9.41B — down 0.33% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IYR positions and 31 closed out — a net gain of 49 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $367M. The largest seller was Credit Suisse, cutting an estimated $592M.

  • 333 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $9.41B of iShares US Real Estate ETF stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 80 funds opened new iShares US Real Estate ETF positions in Q4 2014 and 31 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2014 was Deutsche Bank, an estimated $367M added.
  • The largest iShares US Real Estate ETF seller in Q4 2014 was Credit Suisse, an estimated $592M sold.

Based on aggregated 13F filings for Q4 2014.