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iShares US Real Estate ETF

498 hedge funds and large institutions have $4.29B invested in iShares US Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 147 increasing their positions, 155 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 43

12% more funds holding

Funds holding: 446498 (+52)

9.58% more ownership

Funds ownership: 86.85%96.43% (+9.6%)

1% less capital invested

Capital invested by funds: $4.34B → $4.29B (-$51.9M)

5% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 155

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

37% less call options, than puts

Call options by funds: $828M | Put options by funds: $1.31B

Holders
498
Holders Change
+52
Holders Change %
+11.66%
% of All Funds
9.81%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.45%
New
103
Increased
147
Reduced
155
Closed
43
Calls
$828M
Puts
$1.31B
Net Calls
-$482M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$40.2M +$35.4M +381,430 +762%
CCM
27
Candlestick Capital Management
Connecticut
$37.2M +$37.1M +400,000 New
Squarepoint
28
Squarepoint
New York
$37M +$36.9M +397,961 New
BlackRock
29
BlackRock
New York
$36.9M +$1.25M +13,449 +4%
Stifel Financial
30
Stifel Financial
Missouri
$33.6M +$15.7M +169,826 +89%
IG
31
ING Group
Netherlands
$28.5M +$92.7K +1,000 +0.3%
VF
32
Virtu Financial
New York
$26M +$23.8M +256,687 +1,118%
EC
33
Estate Counselors
Wisconsin
$24M +$167K +1,800 +0.7%
JP Morgan Chase
34
JP Morgan Chase
New York
$24M -$116M -1,254,533 -83%
FMLI
35
Fukoku Mutual Life Insurance
Japan
$22.6M
SI
36
Stephens Inc
Arkansas
$21.7M -$789K -8,508 -4%
GB
37
Gunma Bank
Japan
$21.4M
Deutsche Bank
38
Deutsche Bank
Germany
$21.3M -$4.71M -50,779 -18%
V
39
Veritable
Delaware
$19.9M -$61.8K -667 -0.3%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$18.5M -$524K -5,652 -3%
RFC
41
Regions Financial Corp
Alabama
$18.5M +$225K +2,427 +1%
RMC
42
Regis Management Company
California
$18.3M
HSBC Holdings
43
HSBC Holdings
United Kingdom
$18.1M +$7.84M +84,558 +76%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$17.2M -$3.77M -40,715 -18%
IA
45
IFP Advisors
Florida
$16.6M +$132K +1,424 +0.8%
HI
46
HBK Investments
Texas
$16.6M +$16.5M +178,100 New
TIAAOA
47
Teachers Insurance & Annuity Association of America
New York
$15.2M -$19.2M -206,638 -56%
LSAG
48
Lake Street Advisors Group
New Hampshire
$14.1M +$80.7K +870 +0.6%
HFA
49
High Falls Advisors
New York
$13.8M +$1.01M +10,860 +8%
RJA
50
Raymond James & Associates
Florida
$13.6M -$517K -5,573 -4%

IYR Hedge Fund Activity: Q4 2019 in Review

498 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2019, worth a combined $4.29B — down 1.2% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new IYR positions and 43 closed out — a net gain of 60 holders — while 147 added to existing stakes and 155 trimmed.

The largest buyer was UBS Group, adding an estimated $108M. The largest seller was JP Morgan Chase, cutting an estimated $116M.

  • 498 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2019, up from 446 in Q3 2019.
  • Funds reported $4.29B of iShares US Real Estate ETF stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 103 funds opened new iShares US Real Estate ETF positions in Q4 2019 and 43 closed out, a net change of +60 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2019 was UBS Group, an estimated $108M added.
  • The largest iShares US Real Estate ETF seller in Q4 2019 was JP Morgan Chase, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2019.