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iShares US Real Estate ETF

296 hedge funds and large institutions have $9.75B invested in iShares US Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 29

63% more funds holding in top 10

Funds holding in top 10: 1626 (+10)

25% more capital invested

Capital invested by funds: $7.78B → $9.75B (+$1.98B)

14% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 88

12% more funds holding

Funds holding: 265296 (+31)

2.29% less ownership

Funds ownership: 219.9%217.61% (-2.3%)

42% less call options, than puts

Call options by funds: $935M | Put options by funds: $1.61B

Holders
296
Holders Change
+31
Holders Change %
+11.7%
% of All Funds
8.55%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.75%
New
60
Increased
100
Reduced
88
Closed
29
Calls
$935M
Puts
$1.61B
Net Calls
-$677M
Net Calls Change
-$682M
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
101
Brouwer & Janachowski
California
$2.52M -$19.5K -294 -0.8%
BTS
102
BB&T Securities
Virginia
$2.45M -$271K -4,089 -53%
BlackRock
103
BlackRock
New York
$2.44M -$160K -2,411 -6%
SSWM
104
Sheets Smith Wealth Management
North Carolina
$2.44M
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$2.36M +$222K +3,351 +11%
IT
106
Investors Trust
Texas
$2.35M
SMM
107
Stadion Money Management
Georgia
$2.33M +$2.28M +34,387 New
CBB
108
Citizens Business Bank
California
$2.3M
BFPW
109
BOK Financial Private Wealth
Colorado
$2.17M +$10.1K +152 +0.5%
BIM
110
BlackRock Investment Management
Delaware
$2.15M +$243K +3,666 +13%
Jane Street
111
Jane Street
New York
$2.01M +$1.97M +29,700 New
NL
112
NWAM LLC
Washington
$2.01M +$1.97M +29,683 New
LS
113
Lattice Strategies
Pennsylvania
$1.97M +$17.9K +270 +0.9%
FIG
114
Fortress Investment Group
New York
$1.89M +$962K +14,500 +107%
MCM
115
MAI Capital Management
Ohio
$1.87M -$57.7K -870 -3%
SAM
116
Shamrock Asset Management
Texas
$1.85M +$18.1K +272 +1%
ASN
117
Advisory Services Network
Georgia
$1.79M -$11.3K -170 -0.6%
AIM
118
Acropolis Investment Management
Missouri
$1.79M -$22.6K -340 -1%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$1.76M -$1.13M -17,000 -40%
AIG
120
American International Group
New York
$1.76M +$1.02M +15,362 +145%
WT
121
Wilmington Trust
Delaware
$1.73M -$825K -12,429 -33%
CL
122
CPWM LLC
Washington
$1.68M +$13.3K +200 +0.8%
WF
123
Welch & Forbes
Massachusetts
$1.62M
Mariner
124
Mariner
Kansas
$1.61M -$2.11M -31,727 -57%
FUBT
125
First United Bank & Trust
Maryland
$1.51M +$11.3K +170 +0.8%

IYR Hedge Fund Activity: Q1 2014 in Review

296 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2014, worth a combined $9.75B — up 25% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IYR positions and 29 closed out — a net gain of 31 holders — while 100 added to existing stakes and 88 trimmed.

The largest buyer was Credit Suisse, adding an estimated $251M. The largest seller was SG Americas Securities, cutting an estimated $190M.

  • 296 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2014, up from 265 in Q4 2013.
  • Funds reported $9.75B of iShares US Real Estate ETF stock for Q1 2014, up 25% quarter-over-quarter.
  • 60 funds opened new iShares US Real Estate ETF positions in Q1 2014 and 29 closed out, a net change of +31 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2014 was Credit Suisse, an estimated $251M added.
  • The largest iShares US Real Estate ETF seller in Q1 2014 was SG Americas Securities, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2014.