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iShares US Real Estate ETF

416 hedge funds and large institutions have $2.88B invested in iShares US Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 177 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $2.87B → $2.88B (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

5.21% less ownership

Funds ownership: 93.77%88.56% (-5.2%)

7% less funds holding

Funds holding: 447416 (-31)

36% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 78

44% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 177

46% less call options, than puts

Call options by funds: $916M | Put options by funds: $1.7B

Holders
416
Holders Change
-31
Holders Change %
-6.94%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
50
Increased
99
Reduced
177
Closed
78
Calls
$916M
Puts
$1.7B
Net Calls
-$784M
Net Calls Change
-$621M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$25.5M -$59M -778,594 -71%
SG Americas Securities
27
SG Americas Securities
New York
$23.1M +$21.8M +288,140 +6,215%
Twin Tree Management
28
Twin Tree Management
Texas
$22.4M +$11.1M +146,095 +106%
LPL Financial
29
LPL Financial
California
$21.4M -$22.6M -298,493 -52%
V
30
Veritable
Delaware
$19.7M -$6.18M -81,473 -25%
FMLI
31
Fukoku Mutual Life Insurance
Japan
$19.2M
IG
32
ING Group
Netherlands
$18.7M +$1.14M +15,000 +7%
RFC
33
Regions Financial Corp
Alabama
$18.6M +$1.98M +26,091 +12%
EC
34
Estate Counselors
Wisconsin
$17.1M -$3.04M -40,170 -16%
Ameriprise
35
Ameriprise
Minnesota
$15M -$15.1M -199,579 -51%
GB
36
Gunma Bank
Japan
$13.9M -$4.02M -53,000 -23%
MG
37
McCutchen Group
Washington
$13.9M -$467K -6,161 -3%
SI
38
Stephens Inc
Arkansas
$12.1M +$2.87M +37,806 +33%
LSAG
39
Lake Street Advisors Group
New Hampshire
$11M -$987K -13,023 -9%
RJA
40
Raymond James & Associates
Florida
$10.9M -$489K -6,454 -4%
IA
41
IFP Advisors
Florida
$10.5M -$2.02M -26,665 -16%
MD
42
Money Design
Japan
$9.51M +$658K +8,681 +8%
Simplex Trading
43
Simplex Trading
Illinois
$9.4M +$9.02M +119,016 +39,672%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$9.15M +$737K +9,720 +9%
Parallax Volatility Advisers
45
Parallax Volatility Advisers
California
$9.13M -$1.81M -23,895 -17%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$7.86M -$5.79M -76,385 -43%
ERSOT
47
Employees Retirement System of Texas
Texas
$7.78M +$1.58M +20,878 +27%
CAN
48
Cetera Advisor Networks
California
$7.76M +$404K +5,324 +6%
Mariner
49
Mariner
Kansas
$7.5M +$978K +12,908 +16%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$7.42M -$584K -7,707 -8%

IYR Hedge Fund Activity: Q2 2020 in Review

416 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2020, worth a combined $2.88B — up 0.1% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of IYR and 50 opened new positions — a net loss of 28 holders — while 177 trimmed existing stakes and 99 added.

The largest buyer was Paloma Partners, adding an estimated $79.2M. The largest seller was Bank of America, cutting an estimated $164M.

  • 416 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2020, down from 447 in Q1 2020.
  • Funds reported $2.88B of iShares US Real Estate ETF stock for Q2 2020, up 0.1% quarter-over-quarter.
  • 50 funds opened new iShares US Real Estate ETF positions in Q2 2020 and 78 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2020 was Paloma Partners, an estimated $79.2M added.
  • The largest iShares US Real Estate ETF seller in Q2 2020 was Bank of America, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2020.