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iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.71% more ownership

Funds ownership: 148.18%219.9% (+72%)

17% more capital invested

Capital invested by funds: $6.65B → $7.78B (+$1.13B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.1B

1% less funds holding

Funds holding: 267265 (-2)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.69%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
51
Parallax Volatility Advisers
California
$7.38M +$6.2M +96,281 +464%
SB
52
Suntrust Banks
Georgia
$7.24M -$188K -2,915 -2%
IFWM
53
Institute for Wealth Management
Colorado
$6.46M -$778K -12,085 -11%
Northern Trust
54
Northern Trust
Illinois
$6.42M -$560K -8,696 -8%
RJA
55
Raymond James & Associates
Florida
$6.38M +$1.44M +22,362 +28%
Truist Financial
56
Truist Financial
North Carolina
$5.71M -$2.98M -46,256 -34%
VKH
57
Virtu KCG Holdings
New York
$5.64M +$969K +15,052 +20%
PAS
58
Partnervest Advisory Services
California
$5.62M -$6.7M -104,057 -54%
ST
59
Spot Trading
Illinois
$5.34M -$7.79M -121,014 -59%
N
60
Natixis
France
$5.27M +$2.51M +38,945 +87%
DCM
61
Dupont Capital Management
Delaware
$4.98M +$5.09M +78,980 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$4.95M +$366K +5,680 +8%
NG
63
NatWest Group
United Kingdom
$4.91M -$1.53M -23,751 -23%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$4.88M +$500K +7,770 +11%
BTS
65
BB&T Securities
Virginia
$4.86M +$99.6K +1,547 +25%
EC
66
Estate Counselors
Wisconsin
$4.84M -$30.9K -480 -0.6%
PI
67
Placemark Investments
Illinois
$4.41M +$231K +3,590 +5%
GI
68
Glovista Investments
New Jersey
$4.29M +$4.38M +68,021 New
ST
69
Sentinel Trust
Texas
$4.16M +$4.25M +65,961 New
CB
70
Commerce Bank
Missouri
$3.79M -$113K -1,757 -3%
MWP
71
MYCIO Wealth Partners
Pennsylvania
$3.78M +$3.8M +58,979 +6,208%
ACM
72
Avalon Capital Management
California
$3.69M +$1.2M +18,566 +46%
QA
73
Quantitative Advantage
Minnesota
$3.65M +$3.72M +57,830 New
CC
74
Curian Capital
Colorado
$3.51M -$465K -7,225 -11%
Mariner
75
Mariner
Kansas
$3.5M +$3.35M +51,971 +1,447%

IYR Hedge Fund Activity: Q4 2013 in Review

265 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2013, worth a combined $7.78B — up 17% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 45 closed out — a net gain of 1 holder — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Citigroup, adding an estimated $660M. The largest seller was SG Americas Securities, cutting an estimated $80.1M.

  • 265 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $7.78B of iShares US Real Estate ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q4 2013 and 45 closed out, a net change of +1 holder.
  • The largest iShares US Real Estate ETF buyer in Q4 2013 was Citigroup, an estimated $660M added.
  • The largest iShares US Real Estate ETF seller in Q4 2013 was SG Americas Securities, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2013.