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iShares US Real Estate ETF

443 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.2% more ownership

Funds ownership: 82.6%90.8% (+8.2%)

5% more capital invested

Capital invested by funds: $4.12B → $4.32B (+$204M)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

1% less funds holding

Funds holding: 448443 (-5)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

16% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 164

33% less call options, than puts

Call options by funds: $861M | Put options by funds: $1.28B

Holders
443
Holders Change
-5
Holders Change %
-1.12%
% of All Funds
9.62%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
46
Increased
138
Reduced
164
Closed
44
Calls
$861M
Puts
$1.28B
Net Calls
-$420M
Net Calls Change
+$409M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$14.9M -$186K -2,127 -1%
PAG
52
Private Advisor Group
New Jersey
$14.9M +$9.47M +108,159 +174%
RFC
53
Regions Financial Corp
Alabama
$14.8M +$14.7M +168,258 +16,860%
AG
54
Advisor Group
Arizona
$13.8M +$4.48M +51,176 +48%
Renaissance Technologies
55
Renaissance Technologies
New York
$13.6M +$11.8M +135,000 +655%
LSAG
56
Lake Street Advisors Group
New Hampshire
$13.2M -$194K -2,212 -1%
FCC
57
Florin Court Capital
United Kingdom
$13.1M -$10M -114,700 -43%
AIA
58
Arrow Investment Advisors
Maryland
$12.2M -$1.05M -12,016 -8%
FHA
59
First Horizon Advisors
Tennessee
$11.7M -$1.59M -18,197 -12%
HFA
60
High Falls Advisors
New York
$11.5M +$642K +7,329 +6%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$11.5M -$578K -6,600 -5%
TCM
62
Tuttle Capital Management
Connecticut
$11.2M +$4.27M +48,781 +61%
GA
63
Geller Advisors
New York
$11.2M
BS
64
Banco Santander
Spain
$11.1M +$692K +7,908 +7%
Prudential Financial
65
Prudential Financial
New Jersey
$10M +$984K +11,240 +11%
TRCT
66
Tower Research Capital (TRC)
New York
$9.93M +$9.95M +113,674 +180,435%
CG
67
Colony Group
Massachusetts
$9.53M -$167K -1,908 -2%
CA
68
Commerzbank Aktiengesellschaft
Germany
$9.27M -$70K -800 -0.7%
Alyeska Investment Group
69
Alyeska Investment Group
Illinois
$8.73M +$8.76M +100,044 New
SPC
70
Sigma Planning Corp
Michigan
$8.72M -$466K -5,324 -5%
Hudson Bay Capital Management
71
Hudson Bay Capital Management
Connecticut
$8.36M +$6.73M +76,870 +408%
QIM
72
Quantitative Investment Management
Virginia
$8.28M +$8.31M +94,876 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$8.02M +$66.9K +764 +0.8%
CAN
74
Cetera Advisor Networks
California
$8.02M -$82.6K -943 -1%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$7.78M -$618K -7,056 -7%

IYR Hedge Fund Activity: Q2 2019 in Review

443 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2019, worth a combined $4.32B — up 5% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 44 closed out — a net gain of 2 holders — while 138 added to existing stakes and 164 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Morgan Stanley, cutting an estimated $156M.

  • 443 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2019, down from 448 in Q1 2019.
  • Funds reported $4.32B of iShares US Real Estate ETF stock for Q2 2019, up 5% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q2 2019 and 44 closed out, a net change of +2 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $243M added.
  • The largest iShares US Real Estate ETF seller in Q2 2019 was Morgan Stanley, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2019.