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iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.71% more ownership

Funds ownership: 148.18%219.9% (+72%)

17% more capital invested

Capital invested by funds: $6.65B → $7.78B (+$1.13B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.1B

1% less funds holding

Funds holding: 267265 (-2)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.69%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Shamrock Asset Management
Texas
$1.71M +$304K +4,716 +21%
AIM
102
Acropolis Investment Management
Missouri
$1.69M -$114K -1,777 -6%
ASN
103
Advisory Services Network
Georgia
$1.68M +$9.6K +149 +0.6%
AL
104
Agran Libbie
California
$1.67M -$3.16K -49 -0.2%
CL
105
CPWM LLC
Washington
$1.55M +$23K +357 +1%
GI
106
Gradient Investments
Minnesota
$1.53M -$773 -12 -0%
WF
107
Welch & Forbes
Massachusetts
$1.51M
VNB
108
Valley National Bancorp
New York
$1.51M +$1.54M +23,875 New
VFS
109
VSR Financial Services
Kansas
$1.49M -$1.87K -29 -0.1%
FPA
110
Fieldpoint Private Advisors
New York
$1.49M +$4.51K +70 +0.3%
SAS
111
Stelac Advisory Services
New York
$1.48M
FUBT
112
First United Bank & Trust
Maryland
$1.4M -$15.8K -245 -1%
KFS
113
KMS Financial Services
Washington
$1.34M +$1M +15,572 +278%
Walleye Trading
114
Walleye Trading
New York
$1.32M +$1.34M +20,872 New
FHA
115
First Horizon Advisors
Tennessee
$1.28M +$165K +2,568 +15%
BPC
116
Banque Pictet & Cie
Switzerland
$1.26M +$1.29M +20,000 New
MCM
117
Munder Capital Management
Michigan
$1.23M +$8.37K +130 +0.7%
HFS
118
HL Financial Services
Kentucky
$1.22M -$245K -3,809 -16%
PG
119
PEAK6 Group
Illinois
$1.13M +$1.15M +17,864 New
VC
120
Vicus Capital
Pennsylvania
$1.11M +$1.13M +17,596 New
B
121
Bailard
California
$1.1M +$592K +9,195 +112%
MG
122
McCutchen Group
Washington
$1.09M +$20.5K +319 +2%
AAS
123
Annex Advisory Services
Wisconsin
$1.08M -$38.6K -600 -3%
VLKIM
124
Van Lanschot Kempen Investment Management
Netherlands
$1.06M +$1.08M +16,750 New
JIP
125
Jaffetilchin Investment Partners
Florida
$1.05M +$208K +3,233 +24%

IYR Hedge Fund Activity: Q4 2013 in Review

265 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2013, worth a combined $7.78B — up 17% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 45 closed out — a net gain of 1 holder — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Citigroup, adding an estimated $660M. The largest seller was SG Americas Securities, cutting an estimated $80.1M.

  • 265 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $7.78B of iShares US Real Estate ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q4 2013 and 45 closed out, a net change of +1 holder.
  • The largest iShares US Real Estate ETF buyer in Q4 2013 was Citigroup, an estimated $660M added.
  • The largest iShares US Real Estate ETF seller in Q4 2013 was SG Americas Securities, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2013.