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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
Millennium Management
76
Millennium Management
New York
$6.75M +$6.57M +87,800 New
MA
77
MCF Advisors
Kentucky
$6.54M +$484K +6,477 +8%
QIM
78
Quantitative Investment Management
Virginia
$6.32M -$3.41M -45,600 -36%
AIG
79
American International Group
New York
$6.21M +$2.04M +27,299 +51%
Capital Fund Management (CFM)
80
Capital Fund Management (CFM)
France
$5.94M -$1.19M -15,978 -17%
ST
81
Sentinel Trust
Texas
$5.74M -$676K -9,047 -11%
MCM
82
MV Capital Management
Maryland
$5.72M +$5.57M +74,462 New
BTS
83
BB&T Securities
Virginia
$5.51M -$897K -11,990 -63%
EC
84
Estate Counselors
Wisconsin
$5.4M -$179K -2,395 -3%
AllianceBernstein
85
AllianceBernstein
Tennessee
$5.14M +$14.7K +196 +0.3%
HI
86
HBK Investments
Texas
$5M +$4.87M +65,100 New
MCM
87
Makena Capital Management
California
$4.62M
CAN
88
Cetera Advisor Networks
California
$4.46M +$467K +6,249 +12%
CB
89
Commerce Bank
Missouri
$4.35M -$207K -2,773 -5%
HFS
90
HL Financial Services
Kentucky
$4.31M +$2.82M +37,667 +204%
California Public Employees Retirement System
91
California Public Employees Retirement System
California
$4.25M +$3.83M +51,200 New
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$4.23M +$2.79M +37,291 +210%
Northern Trust
93
Northern Trust
Illinois
$4.21M -$798K -10,675 -16%
N
94
Natixis
France
$4.06M -$12M -160,250 -75%
AHC
95
Adell Harriman & Carpenter
Texas
$4.03M -$5.98K -80 -0.2%
MC
96
Martin & Co
Tennessee
$4M +$20.6K +275 +0.5%
ACM
97
Avalon Capital Management
California
$3.84M -$104K -1,385 -3%
Nomura Holdings
98
Nomura Holdings
Japan
$3.69M -$107M -1,425,072 -97%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$3.69M +$126K +1,679 +4%
CC
100
Courier Capital
New York
$3.67M +$96.8K +1,294 +3%

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.