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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
CTC
476
Central Trust Company
Missouri
-$41K -589 Closed
GSWM
477
Golden State Wealth Management
California
-$36K -513 Closed
PA
478
Procyon Advisors
Connecticut
-$31K -450 Closed
OFG
479
OmniStar Financial Group
North Carolina
-$28K -399 Closed
MWM
480
MBE Wealth Management
Wisconsin
-$23K -344 Closed
AIC
481
Ameritas Investment Company
Nebraska
-$23K -333 Closed
MCM
482
McMillion Capital Management
North Carolina
-$17K -250 Closed
CAN
483
Claraphi Advisory Network
United States
-$17K -238 Closed
WIM
484
Westside Investment Management
California
-$15 -220 Closed
CA
485
Crewe Advisors
Utah
-$14K -200 Closed
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
-$14K -200 Closed
S
487
SignatureFD
Georgia
-$11K -156 Closed
MFT
488
Moisand Fitzgerald Tamayo
Florida
-$8K -111 Closed
EWM
489
EPG Wealth Management
Georgia
-$8K -110 Closed
DWM
490
Darwin Wealth Management
Florida
-$7K -102 Closed
TC
491
Tatro Capital
Kentucky
-$7K -100 Closed
PMFA
492
Plante Moran Financial Advisors
Michigan
-$7K -95 Closed
KFI
493
Key Financial Inc
Pennsylvania
-$6K -78 Closed
PWMG
494
Prestige Wealth Management Group
New Jersey
-$5K -75 Closed
HI
495
Hudock Inc
Pennsylvania
-$2K -38 Closed
BWA
496
BDO Wealth Advisors
Florida
-$1K -15 Closed

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.