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iShares US Real Estate ETF
IYR

Overview Fund Activity

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
Holders
299
Holders Change
+3
Holders Change %
+1.01%
% of All Funds
8.6%
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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.74B
2
Wells Fargo
2
Wells Fargo
California
$393M
3
Barclays
3
Barclays
United Kingdom
$383M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.1B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.16B

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$134M
2
CS
2
Credit Suisse
Switzerland
$606M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$833M
4
SG Americas Securities
4
SG Americas Securities
New York
$2.78M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADEF
51
Adams Diversified Equity Fund
Maryland
$10.6M – – –
BCM
52
Brookmont Capital Management
Texas
$10.3M +$1.16M +16,123 +13%
AG
53
Appleton Group
Wisconsin
$9.98M +$61.8K +861 +0.6%
WAM
54
Wolverine Asset Management
Illinois
$9.93M +$5.87M +81,832 +145%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$9.63M -$1.03M -14,378 -10%
Prudential Financial
56
Prudential Financial
New Jersey
$9.28M – – –
DSN
57
D. Scott Neal
Kentucky
$9.04M -$1.06M -14,810 -11%
CA
58
Commerzbank Aktiengesellschaft
Germany
$8.87M -$1.36M -18,931 -13%
RJA
59
Raymond James & Associates
Florida
$8.79M +$515K +7,179 +6%
NG
60
NatWest Group
United Kingdom
$8.46M +$651K +9,073 +8%
BIT
61
BlackRock Institutional Trust
California
$8.29M +$293K +4,086 +4%
ST
62
Sentinel Trust
Texas
$8.24M +$1.44M +20,047 +21%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$7.39M -$57.4K -800 -0.8%
BCMU
64
BlueCrest Capital Management (UK)
Guernsey
$7.38M -$3.71M -51,677 -33%
LCS
65
Levin Capital Strategies
New York
$7.33M -$2.67M -37,225 -27%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$7.32M -$1.01M -14,077 -12%
CAM
67
Centre Asset Management
New York
$5.96M – – –
MWM
68
Merriman Wealth Management
Washington
$5.86M -$517K -7,101 -8%
AGM
69
Alpine Global Management
New York
$5.59M +$5.59M +77,912 New
PI
70
Placemark Investments
Illinois
$5.53M -$679K -9,454 -11%
PP
71
Paloma Partners
Connecticut
$5.38M -$13.9M -193,730 -72%
EC
72
Estate Counselors
Wisconsin
$5.28M -$55.6K -775 -1%
Northern Trust
73
Northern Trust
Illinois
$5.14M +$1.12M +15,620 +28%
ACM
74
Avalon Capital Management
California
$4.97M +$33.3K +464 +0.7%
MA
75
MCF Advisors
Kentucky
$4.84M +$272K +4,019 +6%
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3
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