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iShares US Real Estate ETF

392 hedge funds and large institutions have $2.91B invested in iShares US Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 152 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $2.88B → $2.91B (+$34.8M)

0% less call options, than puts

Call options by funds: $563M | Put options by funds: $565M

6% less funds holding

Funds holding: 416392 (-24)

7.93% less ownership

Funds ownership: 88.56%80.63% (-7.9%)

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

32% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 152

37% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 54

Holders
392
Holders Change
-24
Holders Change %
-5.77%
% of All Funds
7.91%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.26%
New
34
Increased
103
Reduced
152
Closed
54
Calls
$563M
Puts
$565M
Net Calls
-$2.08M
Net Calls Change
+$782M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$6.65M -$881K -10,911 -12%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$6.51M +$760K +9,409 +13%
Osaic Holdings
53
Osaic Holdings
Arizona
$6.17M -$10.7K -132 -0.2%
FCFC
54
First Citizens Financial Corp
Iowa
$5.92M -$843K -10,436 -12%
MWM
55
Mission Wealth Management
California
$5.75M -$157K -1,947 -3%
OFG
56
Omega Financial Group
California
$5.34M -$103K -1,271 -2%
MFG
57
Magnus Financial Group
New York
$5.11M +$947K +11,724 +22%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$5.06M +$281K +3,480 +6%
CPO
59
Cerity Partners OCIO
New York
$4.89M -$241K -2,988 -5%
AAS
60
Avantax Advisory Services
Texas
$4.85M +$2.78M +34,474 +131%
Truist Financial
61
Truist Financial
North Carolina
$4.6M -$46.6K -577 -1%
FWM
62
Fairhaven Wealth Management
Illinois
$4.59M -$13.7K -170 -0.3%
Marshall Wace
63
Marshall Wace
United Kingdom
$4.44M +$3.76M +46,561 +517%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$4.25M -$3.95M -48,911 -49%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$4.22M +$4.27M +52,883 New
BS
66
Banco Santander
Spain
$3.89M -$716K -8,866 -15%
AIM
67
Alhambra Investment Management
Florida
$3.8M +$1.66M +20,574 +76%
Toronto Dominion Bank
68
Toronto Dominion Bank
Ontario, Canada
$3.74M +$348K +4,312 +10%
WIC
69
Whitegate Investment Counselors
New Hampshire
$3.73M +$204K +2,528 +6%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$3.67M -$206K -2,554 -5%
CC
71
Courier Capital
New York
$3.6M -$981K -12,149 -21%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$3.59M -$676K -8,364 -16%
MC
73
Martin & Co
Tennessee
$3.57M +$27.1K +335 +0.8%
GWM
74
Geneos Wealth Management
Colorado
$3.38M +$147K +1,820 +4%
TWM
75
Tanglewood Wealth Management
Texas
$3.29M -$218K -2,700 -6%

IYR Hedge Fund Activity: Q3 2020 in Review

392 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2020, worth a combined $2.91B — up 1.2% from $2.88B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of IYR and 34 opened new positions — a net loss of 20 holders — while 152 trimmed existing stakes and 103 added.

The largest buyer was Fidelity Investments, adding an estimated $406M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $90.3M.

  • 392 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2020, down from 416 in Q2 2020.
  • Funds reported $2.91B of iShares US Real Estate ETF stock for Q3 2020, up 1.2% quarter-over-quarter.
  • 34 funds opened new iShares US Real Estate ETF positions in Q3 2020 and 54 closed out, a net change of -20 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2020 was Fidelity Investments, an estimated $406M added.
  • The largest iShares US Real Estate ETF seller in Q3 2020 was BNP Paribas Financial Markets, an estimated $90.3M sold.

Based on aggregated 13F filings for Q3 2020.