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iShares US Real Estate ETF
IYR

383 hedge funds and large institutions have $4.52B invested in iShares US Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 81 increasing their positions, 148 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

11.13% more ownership

Funds ownership: 108.02% → 119.15% (+11%)

9% more capital invested

Capital invested by funds: $4.15B → $4.52B (+$375M)

6% more funds holding

Funds holding: 362 → 383 (+21)

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

45% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 148

65% less call options, than puts

Call options by funds: $529M | Put options by funds: $1.5B

Holders
383
Holders Change
+21
Holders Change %
+5.8%
% of All Funds
8.77%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.32%
New
53
Increased
81
Reduced
148
Closed
32
Calls
$529M
Puts
$1.5B
Net Calls
-$966M
Net Calls Change
-$79.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$318M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$119M
3
TIAAOA
Teachers Insurance & Annuity Association of America
New York
+$116M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$96.3M
5
BCM
BlueCrest Capital Management
Jersey
+$37.2M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$263M
2
Goldman Sachs
Goldman Sachs
New York
-$125M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$90.4M
4
N
Natixis
France
-$75.9M
5
TA
Teachers Advisors
New York
-$39.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$27.1M +$12.3M +159,881 +90%
LCM
27
Laurion Capital Management
New York
$24.9M +$23.8M +309,155 New
SI
28
Stephens Inc
Arkansas
$24.1M +$601K +7,805 +3%
EC
29
Estate Counselors
Wisconsin
$23.6M -$324K -4,210 -1%
BS
30
Banco Santander
Spain
$21.4M -$894K -11,607 -4%
SFM
31
Soros Fund Management
New York
$21.2M +$20.3M +263,401 New
Prudential Financial
32
Prudential Financial
New Jersey
$20.1M +$19.3M +250,000 New
RMC
33
Regis Management Company
California
$20.1M -$4.73M -61,401 -20%
Ameriprise
34
Ameriprise
Minnesota
$19.7M -$1.47M -19,097 -7%
FMLI
35
Fukoku Mutual Life Insurance
Japan
$19.6M – – –
Stifel Financial
36
Stifel Financial
Missouri
$19M +$654K +8,486 +4%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$19M +$205K +2,657 +1%
AL
38
Aspiriant LLC
California
$18.7M -$2.86M -37,171 -14%
GB
39
Gunma Bank
Japan
$18.5M – – –
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$18.3M -$1.83M -23,739 -10%
QIM
41
Quantitative Investment Management
Virginia
$18.1M +$17.3M +225,100 New
FHA
42
First Horizon Advisors
Tennessee
$16.8M +$151K +1,965 +0.9%
PP
43
Paloma Partners
Connecticut
$16.6M +$15.9M +206,095 New
LSAG
44
Lake Street Advisors Group
New Hampshire
$15.8M -$1.48M -19,249 -9%
PAMP
45
Polar Asset Management Partners
Ontario, Canada
$15.3M +$14.6M +190,000 New
Wolverine Trading
46
Wolverine Trading
Illinois
$14.3M – – –
IG
47
ING Group
Netherlands
$13.8M +$11.3M +146,450 +581%
WCM
48
Woodson Capital Management
Connecticut
$13.7M -$616K -8,000 -4%
Renaissance Technologies
49
Renaissance Technologies
New York
$13.4M -$1.05M -13,600 -8%
UCFA
50
United Capital Financial Advisors
Texas
$13M +$11.2M +144,879 +908%
1
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IYR Hedge Fund Activity: Q2 2018 in Review

383 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2018, worth a combined $4.52B — up 9% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IYR positions and 32 closed out — a net gain of 21 holders — while 81 added to existing stakes and 148 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $318M. The largest seller was Citigroup, cutting an estimated $263M.

  • 383 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2018, up from 362 in Q1 2018.
  • Funds reported $4.52B of iShares US Real Estate ETF stock for Q2 2018, up 9% quarter-over-quarter.
  • 53 funds opened new iShares US Real Estate ETF positions in Q2 2018 and 32 closed out, a net change of +21 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2018 was Morgan Stanley, an estimated $318M added.
  • The largest iShares US Real Estate ETF seller in Q2 2018 was Citigroup, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2018.