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iShares US Real Estate ETF

443 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.2% more ownership

Funds ownership: 82.6%90.8% (+8.2%)

5% more capital invested

Capital invested by funds: $4.12B → $4.32B (+$204M)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

1% less funds holding

Funds holding: 448443 (-5)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

16% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 164

33% less call options, than puts

Call options by funds: $861M | Put options by funds: $1.28B

Holders
443
Holders Change
-5
Holders Change %
-1.12%
% of All Funds
9.62%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
46
Increased
138
Reduced
164
Closed
44
Calls
$861M
Puts
$1.28B
Net Calls
-$420M
Net Calls Change
+$409M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$45.5M +$4.06M +46,354 +10%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$43.2M -$515K -5,886 -1%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$43.1M +$3.08M +35,149 +8%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$42M -$619K -7,065 -1%
CS
30
Credit Suisse
Switzerland
$37M -$29.2M -333,120 -44%
VF
31
Virtu Financial
New York
$36.3M +$36.4M +416,283 New
TIAAOA
32
Teachers Insurance & Annuity Association of America
New York
$32.3M -$73.6M -840,696 -69%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$32.1M +$32M +365,794 +15,084%
AP
34
Advisors Preferred
Maryland
$29.3M +$1.77M +20,185 +6%
ERSOT
35
Employees Retirement System of Texas
Texas
$28.4M +$18.8M +214,450 +194%
FIM
36
Foresters Investment Management
New York
$26.2M +$16.6M +190,007 +173%
EC
37
Estate Counselors
Wisconsin
$22.2M +$837K +9,560 +4%
IG
38
ING Group
Netherlands
$22M +$1.31M +15,000 +6%
FMLI
39
Fukoku Mutual Life Insurance
Japan
$21.2M
Bank of New York Mellon
40
Bank of New York Mellon
New York
$21.2M +$60.8K +695 +0.3%
RMC
41
Regis Management Company
California
$20.8M -$20.6M -234,762 -50%
GB
42
Gunma Bank
Japan
$20.1M
Stifel Financial
43
Stifel Financial
Missouri
$19.4M -$21.7K -248 -0.1%
TEE
44
Tibra Equities Europe
United Kingdom
$19M +$5.12M +58,449 +37%
V
45
Veritable
Delaware
$18.6M +$188K +2,147 +1%
SI
46
Stephens Inc
Arkansas
$18.5M -$5.75M -65,721 -24%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$17.7M +$1.56M +17,874 +10%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$17.3M +$1.48M +16,882 +9%
AL
49
Aspiriant LLC
California
$16.1M
HSBC Holdings
50
HSBC Holdings
United Kingdom
$15.8M +$8.08M +92,292 +105%

IYR Hedge Fund Activity: Q2 2019 in Review

443 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2019, worth a combined $4.32B — up 5% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 44 closed out — a net gain of 2 holders — while 138 added to existing stakes and 164 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Morgan Stanley, cutting an estimated $156M.

  • 443 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2019, down from 448 in Q1 2019.
  • Funds reported $4.32B of iShares US Real Estate ETF stock for Q2 2019, up 5% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q2 2019 and 44 closed out, a net change of +2 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $243M added.
  • The largest iShares US Real Estate ETF seller in Q2 2019 was Morgan Stanley, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2019.