iShares US Real Estate ETF
341 hedge funds and large institutions have $4.89B invested in iShares US Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 139 reducing their positions, and 53 closing their positions.
11% more capital invested
Capital invested by funds: $4.42B → $4.89B (+$471M)
5% more funds holding in top 10
Funds holding in top 10: 19 → 20 (+1)
0.32% more ownership
Funds ownership: 103.52% → 103.84% (+0.32%)
6% less funds holding
Funds holding: 364 → 341 (-23)
28% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 139
30% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 53
67% less call options, than puts
Call options by funds: $638M | Put options by funds: $1.93B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$126M |
| 2 |
JP Morgan Chase
New York
|
+$109M |
| 3 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$95.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$83.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$70.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$153M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$29.6M |
| 3 |
CC
Carlson Capital
Dallas,
Texas
|
-$25.2M |
| 4 |
Barclays
London,
United Kingdom
|
-$21.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16.6M |
IYR Hedge Fund Activity: Q1 2017 in Review
341 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2017, worth a combined $4.89B — up 11% from $4.42B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of IYR and 37 opened new positions — a net loss of 16 holders — while 139 trimmed existing stakes and 100 added.
The largest buyer was Goldman Sachs, adding an estimated $126M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $153M.
- 341 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2017, down from 364 in Q4 2016.
- Funds reported $4.89B of iShares US Real Estate ETF stock for Q1 2017, up 11% quarter-over-quarter.
- 37 funds opened new iShares US Real Estate ETF positions in Q1 2017 and 53 closed out, a net change of -16 holders.
- The largest iShares US Real Estate ETF buyer in Q1 2017 was Goldman Sachs, an estimated $126M added.
- The largest iShares US Real Estate ETF seller in Q1 2017 was BNP Paribas Financial Markets, an estimated $153M sold.
Based on aggregated 13F filings for Q1 2017.