We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

333 hedge funds and large institutions have $9.41B invested in iShares US Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

14% more funds holding

Funds holding: 292333 (+41)

0% less capital invested

Capital invested by funds: $9.44B → $9.41B (-$31.1M)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

39.48% less ownership

Funds ownership: 200.52%161.03% (-39%)

71% less call options, than puts

Call options by funds: $707M | Put options by funds: $2.47B

Holders
333
Holders Change
+41
Holders Change %
+14.04%
% of All Funds
8.88%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.72%
New
80
Increased
93
Reduced
106
Closed
31
Calls
$707M
Puts
$2.47B
Net Calls
-$1.76B
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Candriam SCA
Luxembourg
$13.8M +$13.5M +179,888 New
Citadel Advisors
52
Citadel Advisors
Florida
$13.5M +$7.57M +101,183 +136%
LA
53
Leonetti & Associates
Illinois
$12.8M +$145K +1,937 +1%
PP
54
Paloma Partners
Connecticut
$12.3M +$1.07M +14,361 +10%
CA
55
Commerzbank Aktiengesellschaft
Germany
$12.3M +$4.13M +55,263 +52%
TCM
56
Tuttle Capital Management
Connecticut
$12.1M +$11.8M +157,676 New
WAM
57
Wolverine Asset Management
Illinois
$12.1M +$7.56M +101,144 +182%
ADEF
58
Adams Diversified Equity Fund
Maryland
$11.4M
AG
59
Appleton Group
Wisconsin
$10.6M +$177K +2,365 +2%
DSN
60
D. Scott Neal
Kentucky
$9.4M -$195K -2,605 -2%
SPC
61
Sigma Planning Corp
Michigan
$9.33M +$9.08M +121,395 New
B
62
Baird
Wisconsin
$9.19M +$7.97M +106,566 +818%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$9.15M -$464K -6,199 -5%
ASN
64
Advisory Services Network
Georgia
$8.73M +$5.68M +75,943 +239%
RJA
65
Raymond James & Associates
Florida
$8.72M +$1.62M +21,632 +24%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$8.47M -$2.3M -30,713 -22%
Comerica Bank
67
Comerica Bank
Texas
$8.44M +$4.07M +54,445 +98%
PI
68
Placemark Investments
Illinois
$8.24M +$818K +10,936 +11%
BCM
69
Brookmont Capital Management
Texas
$8.23M -$2.25M -30,131 -22%
SG Americas Securities
70
SG Americas Securities
New York
$7.92M -$32.9M -440,403 -81%
BOTW
71
Bank of the West
California
$7.46M +$2.91M +38,938 +67%
VC
72
Vicus Capital
Pennsylvania
$7.27M +$5.14M +68,675 +265%
BIT
73
BlackRock Institutional Trust
California
$7.04M -$591K -7,908 -8%
PAG
74
Private Advisor Group
New Jersey
$6.89M +$384K +5,138 +6%
Federated Hermes
75
Federated Hermes
Pennsylvania
$6.85M +$4.3M +57,543 +182%

IYR Hedge Fund Activity: Q4 2014 in Review

333 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2014, worth a combined $9.41B — down 0.33% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IYR positions and 31 closed out — a net gain of 49 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $367M. The largest seller was Credit Suisse, cutting an estimated $592M.

  • 333 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $9.41B of iShares US Real Estate ETF stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 80 funds opened new iShares US Real Estate ETF positions in Q4 2014 and 31 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2014 was Deutsche Bank, an estimated $367M added.
  • The largest iShares US Real Estate ETF seller in Q4 2014 was Credit Suisse, an estimated $592M sold.

Based on aggregated 13F filings for Q4 2014.