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iShares US Real Estate ETF

299 hedge funds and large institutions have $9.84B invested in iShares US Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

1% more funds holding

Funds holding: 296299 (+3)

1% more capital invested

Capital invested by funds: $9.75B → $9.84B (+$89.1M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

21.63% less ownership

Funds ownership: 217.61%195.98% (-22%)

52% less call options, than puts

Call options by funds: $813M | Put options by funds: $1.71B

Holders
299
Holders Change
+3
Holders Change %
+1.01%
% of All Funds
8.59%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.63%
New
35
Increased
111
Reduced
100
Closed
30
Calls
$813M
Puts
$1.71B
Net Calls
-$898M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
ADEF
51
Adams Diversified Equity Fund
Maryland
$10.6M
BCM
52
Brookmont Capital Management
Texas
$10.3M +$1.14M +16,123 +13%
AG
53
Appleton Group
Wisconsin
$9.98M +$60.6K +861 +0.6%
WAM
54
Wolverine Asset Management
Illinois
$9.93M +$5.76M +81,832 +145%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$9.63M -$1.01M -14,378 -10%
Prudential Financial
56
Prudential Financial
New Jersey
$9.28M
DSN
57
D. Scott Neal
Kentucky
$9.04M -$1.04M -14,810 -11%
CA
58
Commerzbank Aktiengesellschaft
Germany
$8.87M -$1.33M -18,931 -13%
RJA
59
Raymond James & Associates
Florida
$8.79M +$506K +7,179 +6%
NG
60
NatWest Group
United Kingdom
$8.46M +$639K +9,073 +8%
BIT
61
BlackRock Institutional Trust
California
$8.29M +$288K +4,086 +4%
ST
62
Sentinel Trust
Texas
$8.24M +$1.41M +20,047 +21%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$7.39M -$56.3K -800 -0.8%
BCMU
64
BlueCrest Capital Management (UK)
Guernsey
$7.38M -$3.64M -51,677 -33%
LCS
65
Levin Capital Strategies
New York
$7.33M -$2.62M -37,225 -27%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$7.32M -$991K -14,077 -12%
CAM
67
Centre Asset Management
New York
$5.96M
MWM
68
Merriman Wealth Management
Washington
$5.86M -$500K -7,101 -8%
AGM
69
Alpine Global Management
New York
$5.59M +$5.49M +77,912 New
PI
70
Placemark Investments
Illinois
$5.53M -$666K -9,454 -11%
PP
71
Paloma Partners
Connecticut
$5.38M -$13.6M -193,730 -72%
EC
72
Estate Counselors
Wisconsin
$5.28M -$54.6K -775 -1%
Northern Trust
73
Northern Trust
Illinois
$5.14M +$1.1M +15,620 +28%
ACM
74
Avalon Capital Management
California
$4.97M +$32.7K +464 +0.7%
MA
75
MCF Advisors
Kentucky
$4.84M +$283K +4,019 +6%

IYR Hedge Fund Activity: Q2 2014 in Review

299 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2014, worth a combined $9.84B — up 0.91% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYR positions and 30 closed out — a net gain of 5 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $325M. The largest seller was Deutsche Bank, cutting an estimated $444M.

  • 299 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2014, up from 296 in Q1 2014.
  • Funds reported $9.84B of iShares US Real Estate ETF stock for Q2 2014, up 0.91% quarter-over-quarter.
  • 35 funds opened new iShares US Real Estate ETF positions in Q2 2014 and 30 closed out, a net change of +5 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2014 was Bank of America, an estimated $325M added.
  • The largest iShares US Real Estate ETF seller in Q2 2014 was Deutsche Bank, an estimated $444M sold.

Based on aggregated 13F filings for Q2 2014.