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iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.71% more ownership

Funds ownership: 148.18%219.9% (+72%)

17% more capital invested

Capital invested by funds: $6.65B → $7.78B (+$1.13B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.1B

1% less funds holding

Funds holding: 267265 (-2)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.69%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
Rational Advisors
New York
$3.47M
AHC
77
Adell Harriman & Carpenter
Texas
$3.38M -$3.35K -52 -0.1%
Lazard Asset Management
78
Lazard Asset Management
New York
$3.25M +$3.32M +51,500 New
MC
79
Martin & Co
Tennessee
$3.18M -$8.05K -125 -0.2%
CAN
80
Cetera Advisor Networks
California
$3.02M +$2.72M +42,199 +754%
BIT
81
BlackRock Institutional Trust
California
$2.87M +$1.03M +16,051 +55%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$2.71M +$966K +15,000 +54%
FPCP
83
Fort Point Capital Partners
California
$2.62M +$2.68M +41,558 New
CC
84
Courier Capital
New York
$2.52M +$14.9K +232 +0.6%
BlackRock
85
BlackRock
New York
$2.43M -$48.2M -747,831 -95%
WT
86
Wilmington Trust
Delaware
$2.4M
BJ
87
Brouwer & Janachowski
California
$2.36M +$2.41M +37,483 New
Comerica Bank
88
Comerica Bank
Texas
$2.33M -$2.65M -41,174 -53%
IT
89
Investors Trust
Texas
$2.29M -$10.6M -164,749 -83%
SSWM
90
Sheets Smith Wealth Management
North Carolina
$2.27M
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$2.19M +$435K +6,757 +24%
CBB
92
Citizens Business Bank
California
$2.15M +$1.09M +17,000 +100%
LCS
93
Levin Capital Strategies
New York
$2.05M +$2.09M +32,500 New
Bank of New York Mellon
94
Bank of New York Mellon
New York
$2.02M +$377K +5,851 +22%
BFPW
95
BOK Financial Private Wealth
Colorado
$2.02M
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$1.99M -$14.4K -224 -0.7%
SCA
97
SAC Capital Advisors
Connecticut
$1.89M -$25.8K -400 -1%
LS
98
Lattice Strategies
Pennsylvania
$1.82M +$1.93K +30 +0.1%
MCM
99
MAI Capital Management
Ohio
$1.79M +$1.83M +28,444 New
BIM
100
BlackRock Investment Management
Delaware
$1.77M -$2M -31,100 -52%

IYR Hedge Fund Activity: Q4 2013 in Review

265 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2013, worth a combined $7.78B — up 17% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 45 closed out — a net gain of 1 holder — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Citigroup, adding an estimated $660M. The largest seller was SG Americas Securities, cutting an estimated $80.1M.

  • 265 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $7.78B of iShares US Real Estate ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q4 2013 and 45 closed out, a net change of +1 holder.
  • The largest iShares US Real Estate ETF buyer in Q4 2013 was Citigroup, an estimated $660M added.
  • The largest iShares US Real Estate ETF seller in Q4 2013 was SG Americas Securities, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2013.