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iShares US Real Estate ETF
IYR

416 hedge funds and large institutions have $2.88B invested in iShares US Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 177 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $2.87B → $2.88B (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

5.21% less ownership

Funds ownership: 93.77% → 88.56% (-5.2%)

7% less funds holding

Funds holding: 447 → 416 (-31)

36% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 78

44% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 177

46% less call options, than puts

Call options by funds: $916M | Put options by funds: $1.7B

Holders
416
Holders Change
-31
Holders Change %
-6.94%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
50
Increased
99
Reduced
177
Closed
78
Calls
$916M
Puts
$1.7B
Net Calls
-$784M
Net Calls Change
-$621M

Top Buyers

Rank Fund Capital Flow
1
PP
Paloma Partners
Connecticut
+$79.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$37.3M
3
Wolverine Trading
Wolverine Trading
Illinois
+$34.4M
4
Citigroup
Citigroup
New York
+$30M
5
CCM
Candlestick Capital Management
Connecticut
+$24.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$164M
2
BlackRock
BlackRock
New York
-$71.7M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$63M
4
CS
Credit Suisse
Switzerland
-$59M
5
JP Morgan Chase
JP Morgan Chase
New York
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
76
Neuberger Berman Group
New York
$3.83M -$84.1K -1,109 -2%
MC
77
Martin & Co
Tennessee
$3.5M +$51.6K +681 +2%
WIC
78
Whitegate Investment Counselors
New Hampshire
$3.48M +$3.35M +44,160 New
CM
79
Caption Management
Oklahoma
$3.47M +$3.34M +44,000 New
TWM
80
Tanglewood Wealth Management
Texas
$3.46M -$176K -2,319 -5%
GPA
81
Guidance Point Advisors
Massachusetts
$3.43M -$25.8K -341 -0.8%
Toronto Dominion Bank
82
Toronto Dominion Bank
Ontario, Canada
$3.35M +$3.22M +42,507 New
AHC
83
Adell Harriman & Carpenter
Texas
$3.32M -$72K -950 -2%
ECM
84
ExodusPoint Capital Management
New York
$3.29M +$1.7M +22,432 +117%
PAG
85
Private Advisor Group
New Jersey
$3.17M +$106K +1,392 +4%
GWM
86
Geneos Wealth Management
Colorado
$3.15M +$105K +1,386 +3%
IWAG
87
Integer Wealth Advisors Group
Georgia
$3.07M +$27.5K +363 +0.9%
TCM
88
Twele Capital Management
Minnesota
$3.06M +$992K +13,090 +51%
RIG
89
Ramiah Investment Group
Wisconsin
$2.94M -$165K -2,178 -6%
MFS
90
Mirabella Financial Services
United Kingdom
$2.92M +$2.81M +37,085 New
SSWM
91
Sheets Smith Wealth Management
North Carolina
$2.84M – – –
SF
92
Synovus Financial
Georgia
$2.69M -$2.26M -29,877 -47%
N
93
Natixis
France
$2.63M -$715K -9,432 -22%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$2.6M +$1.9M +25,052 +315%
OR
95
Olympiad Research
Connecticut
$2.58M +$115K +1,519 +5%
HNB
96
Huntington National Bank
Ohio
$2.47M – – –
BWA
97
BlueSky Wealth Advisors
North Carolina
$2.45M -$275K -3,633 -10%
SPIA
98
Steward Partners Investment Advisory
New York
$2.42M -$536K -7,076 -19%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$2.35M -$10.5M -138,718 -82%
SMFG
100
Sumitomo Mitsui Financial Group
Japan
$2.28M -$91.3K -1,204 -4%
2 3
4
5 6

IYR Hedge Fund Activity: Q2 2020 in Review

416 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2020, worth a combined $2.88B — up 0.1% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of IYR and 50 opened new positions — a net loss of 28 holders — while 177 trimmed existing stakes and 99 added.

The largest buyer was Paloma Partners, adding an estimated $79.2M. The largest seller was Bank of America, cutting an estimated $164M.

  • 416 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2020, down from 447 in Q1 2020.
  • Funds reported $2.88B of iShares US Real Estate ETF stock for Q2 2020, up 0.1% quarter-over-quarter.
  • 50 funds opened new iShares US Real Estate ETF positions in Q2 2020 and 78 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2020 was Paloma Partners, an estimated $79.2M added.
  • The largest iShares US Real Estate ETF seller in Q2 2020 was Bank of America, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2020.