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iShares US Real Estate ETF
IYR

296 hedge funds and large institutions have $9.75B invested in iShares US Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 29

63% more funds holding in top 10

Funds holding in top 10: 16 → 26 (+10)

25% more capital invested

Capital invested by funds: $7.78B → $9.75B (+$1.98B)

14% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 88

12% more funds holding

Funds holding: 265 → 296 (+31)

2.29% less ownership

Funds ownership: 219.9% → 217.61% (-2.3%)

42% less call options, than puts

Call options by funds: $935M | Put options by funds: $1.61B

Holders
296
Holders Change
+31
Holders Change %
+11.7%
% of All Funds
8.55%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.75%
New
60
Increased
100
Reduced
88
Closed
29
Calls
$935M
Puts
$1.61B
Net Calls
-$677M
Net Calls Change
-$682M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$251M
2
Deutsche Bank
Deutsche Bank
Germany
+$243M
3
JP Morgan Chase
JP Morgan Chase
New York
+$241M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$206M
5
U
UBS
Switzerland
+$120M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$190M
2
Morgan Stanley
Morgan Stanley
New York
-$75.6M
3
Goldman Sachs
Goldman Sachs
New York
-$54M
4
Two Sigma Investments
Two Sigma Investments
New York
-$39M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$5.51M +$200K +3,012 +4%
TH
77
Timber Hill
Connecticut
$5.18M -$3.33M -50,223 -40%
AllianceBernstein
78
AllianceBernstein
Tennessee
$5.11M -$3.71M -55,962 -43%
EC
79
Estate Counselors
Wisconsin
$5.03M -$167K -2,510 -3%
ACM
80
Avalon Capital Management
California
$4.66M +$681K +10,264 +18%
MA
81
MCF Advisors
Kentucky
$4.57M +$4.48M +67,562 New
BOTW
82
Bank of the West
California
$4.17M -$5.52M -83,242 -57%
MCM
83
Makena Capital Management
California
$4.07M -$9.4M -141,657 -70%
SFG
84
SNS Financial Group
Minnesota
$4.02M +$3.94M +59,443 New
CB
85
Commerce Bank
Missouri
$4.01M -$52.3K -788 -1%
WAM
86
Wolverine Asset Management
Illinois
$3.83M +$3.75M +56,553 New
Northern Trust
87
Northern Trust
Illinois
$3.79M -$3.03M -45,682 -45%
HNB
88
Huntington National Bank
Ohio
$3.72M – – –
AHC
89
Adell Harriman & Carpenter
Texas
$3.54M -$76.4K -1,152 -2%
MC
90
Martin & Co
Tennessee
$3.43M +$15.9K +240 +0.5%
CC
91
Curian Capital
Colorado
$3.34M -$417K -6,278 -11%
CAN
92
Cetera Advisor Networks
California
$3.34M +$103K +1,550 +3%
Comerica Bank
93
Comerica Bank
Texas
$3.31M +$800K +12,058 +33%
BA
94
BlackRock Advisors
Delaware
$3.26M +$2.5M +37,621 +356%
VKH
95
Virtu KCG Holdings
New York
$3.1M -$2.89M -43,601 -49%
CC
96
Courier Capital
New York
$3.04M +$336K +5,062 +13%
FPCP
97
Fort Point Capital Partners
California
$3.03M +$217K +3,266 +8%
California Public Employees Retirement System
98
California Public Employees Retirement System
California
$2.77M +$2.68M +40,399 New
N
99
Natixis
France
$2.73M -$2.88M -43,345 -52%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$2.55M +$202K +3,050 +9%
2 3
4
5 6

IYR Hedge Fund Activity: Q1 2014 in Review

296 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2014, worth a combined $9.75B — up 25% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IYR positions and 29 closed out — a net gain of 31 holders — while 100 added to existing stakes and 88 trimmed.

The largest buyer was Credit Suisse, adding an estimated $251M. The largest seller was SG Americas Securities, cutting an estimated $190M.

  • 296 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2014, up from 265 in Q4 2013.
  • Funds reported $9.75B of iShares US Real Estate ETF stock for Q1 2014, up 25% quarter-over-quarter.
  • 60 funds opened new iShares US Real Estate ETF positions in Q1 2014 and 29 closed out, a net change of +31 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2014 was Credit Suisse, an estimated $251M added.
  • The largest iShares US Real Estate ETF seller in Q1 2014 was SG Americas Securities, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2014.