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iShares US Real Estate ETF
IYR

314 hedge funds and large institutions have $6.38B invested in iShares US Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 145 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

48.36% more ownership

Funds ownership: 123.99% → 172.35% (+48%)

5% less call options, than puts

Call options by funds: $1.42B | Put options by funds: $1.49B

10% less funds holding

Funds holding: 349 → 314 (-35)

16% less capital invested

Capital invested by funds: $7.59B → $6.38B (-$1.21B)

44% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 63

45% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 145

71% less funds holding in top 10

Funds holding in top 10: 31 → 9 (-22)

Holders
314
Holders Change
-35
Holders Change %
-10.03%
% of All Funds
8.46%
Holding in Top 10
9
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-70.97%
% of All Funds
0.24%
New
35
Increased
80
Reduced
145
Closed
63
Calls
$1.42B
Puts
$1.49B
Net Calls
-$71.2M
Net Calls Change
+$2.75B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$593M
2
Goldman Sachs
Goldman Sachs
New York
+$189M
3
UBS Group
UBS Group
Switzerland
+$111M
4
Two Sigma Investments
Two Sigma Investments
New York
+$54.5M
5
Citigroup
Citigroup
New York
+$38.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$150M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$146M
3
Wells Fargo
Wells Fargo
California
-$135M
4
Bank of America
Bank of America
North Carolina
-$112M
5
Barclays
Barclays
United Kingdom
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
TH
76
Timber Hill
Connecticut
$3.8M +$4.05M +53,350 New
CB
77
Commerce Bank
Missouri
$3.75M -$235K -3,097 -6%
MC
78
Martin & Co
Tennessee
$3.69M -$20.1K -265 -0.5%
AHC
79
Adell Harriman & Carpenter
Texas
$3.69M -$45.5K -600 -1%
PAG
80
Private Advisor Group
New Jersey
$3.67M -$5.18M -68,289 -57%
ASN
81
Advisory Services Network
Georgia
$3.61M -$7M -92,287 -65%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$3.59M -$44.5K -587 -1%
SPC
83
Sigma Planning Corp
Michigan
$3.49M -$3.82M -50,400 -51%
CC
84
Courier Capital
New York
$3.45M +$43.8K +577 +1%
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$3.41M -$1.25M -16,458 -26%
IA
86
IndexIQ Advisors
New York
$3.05M +$698K +9,208 +27%
FIM
87
Foresters Investment Management
New York
$2.97M +$500K +6,600 +19%
RTIM
88
Round Table Investment Management
North Carolina
$2.85M +$278K +3,670 +10%
ST
89
Sentinel Trust
Texas
$2.8M -$1.3M -17,096 -30%
FHA
90
First Horizon Advisors
Tennessee
$2.79M +$749K +9,871 +34%
BCI
91
Brinker Capital Investments
Pennsylvania
$2.64M -$15.3K -202 -0.5%
SIAM
92
Sterling Investment Advisors (Missouri)
Missouri
$2.63M -$110K -1,447 -4%
SSWM
93
Sheets Smith Wealth Management
North Carolina
$2.57M – – –
ERSOT
94
Employees Retirement System of Texas
Texas
$2.5M +$758K +10,000 +40%
BJ
95
Brouwer & Janachowski
California
$2.46M -$57.9K -764 -2%
ALA
96
Atherton Lane Advisers
California
$2.39M -$279K -3,677 -10%
VC
97
Vicus Capital
Pennsylvania
$2.33M -$8.8M -116,031 -78%
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$2.32M +$902K +11,889 +57%
SB
99
Suntrust Banks
Georgia
$2.27M +$106K +1,395 +5%
BFPW
100
BOK Financial Private Wealth
Colorado
$2.2M +$71.1K +938 +3%
2 3
4
5 6

IYR Hedge Fund Activity: Q2 2015 in Review

314 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2015, worth a combined $6.38B — down 16% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IYR and 35 opened new positions — a net loss of 28 holders — while 145 trimmed existing stakes and 80 added.

The largest buyer was Morgan Stanley, adding an estimated $593M. The largest seller was JP Morgan Chase, cutting an estimated $150M.

  • 314 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2015, down from 349 in Q1 2015.
  • Funds reported $6.38B of iShares US Real Estate ETF stock for Q2 2015, down 16% quarter-over-quarter.
  • 35 funds opened new iShares US Real Estate ETF positions in Q2 2015 and 63 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2015 was Morgan Stanley, an estimated $593M added.
  • The largest iShares US Real Estate ETF seller in Q2 2015 was JP Morgan Chase, an estimated $150M sold.

Based on aggregated 13F filings for Q2 2015.