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iShares US Real Estate ETF

443 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.2% more ownership

Funds ownership: 82.6%90.8% (+8.2%)

5% more capital invested

Capital invested by funds: $4.12B → $4.32B (+$204M)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

1% less funds holding

Funds holding: 448443 (-5)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

16% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 164

33% less call options, than puts

Call options by funds: $861M | Put options by funds: $1.28B

Holders
443
Holders Change
-5
Holders Change %
-1.12%
% of All Funds
9.62%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
46
Increased
138
Reduced
164
Closed
44
Calls
$861M
Puts
$1.28B
Net Calls
-$420M
Net Calls Change
+$409M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$7.65M -$33.3K -380 -0.4%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$7.52M +$380K +4,339 +5%
PL
78
Polianta Ltd
Jersey
$7.34M +$7.36M +84,100 New
CS
79
Candriam SCA
Luxembourg
$7.2M -$31.2K -356 -0.4%
RWP
80
RWA Wealth Partners
Massachusetts
$7.17M +$2.43M +27,718 +51%
Millennium Management
81
Millennium Management
New York
$6.96M +$5.74M +65,563 +462%
JMPWA
82
JP Morgan Private Wealth Advisors
California
$6.77M -$345K -3,946 -5%
HighTower Advisors
83
HighTower Advisors
Illinois
$6.76M -$620K -7,082 -8%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$6.75M +$3.78M +43,225 +127%
SSA
85
Schonfeld Strategic Advisors
New York
$6.48M -$8.23M -94,000 -56%
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$6.43M +$6.45M +73,669 New
FI
87
FormulaFolio Investments
Michigan
$6.22M -$65.4K -747 -1%
Citadel Advisors
88
Citadel Advisors
Florida
$5.99M +$2.59M +29,621 +76%
IWC
89
Integrated Wealth Concepts
Massachusetts
$5.8M -$1.37M -15,622 -19%
SB
90
Suntrust Banks
Georgia
$5.74M +$1.22M +13,935 +27%
KM
91
Kalos Management
Georgia
$5.72M +$1.54M +17,625 +37%
MD
92
Money Design
Japan
$5.62M +$124K +1,420 +2%
HT
93
HAP Trading
New York
$5.54M +$5.56M +63,480 New
OMC
94
Old Mission Capital
Illinois
$5.23M +$5.24M +59,900 New
FAAS
95
First Allied Advisory Services
California
$5.04M +$1.58M +18,089 +46%
FHC
96
First Heartland Consultants
Missouri
$4.81M +$4.08M +46,586 +547%
KP
97
Keel Point
Alabama
$4.74M -$4.03M -46,029 -46%
FWM
98
Fairhaven Wealth Management
Illinois
$4.56M -$54.5K -623 -1%
CC
99
Courier Capital
New York
$4.54M +$34.4K +393 +0.8%
Neuberger Berman Group
100
Neuberger Berman Group
New York
$4.51M +$18.8K +215 +0.4%

IYR Hedge Fund Activity: Q2 2019 in Review

443 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2019, worth a combined $4.32B — up 5% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 44 closed out — a net gain of 2 holders — while 138 added to existing stakes and 164 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Morgan Stanley, cutting an estimated $156M.

  • 443 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2019, down from 448 in Q1 2019.
  • Funds reported $4.32B of iShares US Real Estate ETF stock for Q2 2019, up 5% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q2 2019 and 44 closed out, a net change of +2 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $243M added.
  • The largest iShares US Real Estate ETF seller in Q2 2019 was Morgan Stanley, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2019.