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iShares US Real Estate ETF

299 hedge funds and large institutions have $9.84B invested in iShares US Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

1% more funds holding

Funds holding: 296299 (+3)

1% more capital invested

Capital invested by funds: $9.75B → $9.84B (+$89.1M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

21.63% less ownership

Funds ownership: 217.61%195.98% (-22%)

52% less call options, than puts

Call options by funds: $813M | Put options by funds: $1.71B

Holders
299
Holders Change
+3
Holders Change %
+1.01%
% of All Funds
8.59%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.63%
New
35
Increased
111
Reduced
100
Closed
30
Calls
$813M
Puts
$1.71B
Net Calls
-$898M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Cetera Advisors
Colorado
$2.91M +$1.65M +23,491 +138%
SG Americas Securities
102
SG Americas Securities
New York
$2.78M -$203M -2,879,650 -99%
N
103
Natixis
France
$2.71M -$173K -2,455 -6%
VC
104
Vicus Capital
Pennsylvania
$2.66M -$3.96M -56,237 -60%
BJ
105
Brouwer & Janachowski
California
$2.63M -$41.8K -593 -2%
HNB
106
Huntington National Bank
Ohio
$2.58M
SSWM
107
Sheets Smith Wealth Management
North Carolina
$2.58M
BlackRock
108
BlackRock
New York
$2.52M -$72.4K -1,028 -3%
BTS
109
BB&T Securities
Virginia
$2.47M -$11.9K -169 -5%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$2.45M -$254K -3,604 -10%
AI
111
Atria Investments
North Carolina
$2.39M +$1.52M +21,597 +184%
IT
112
Investors Trust
Texas
$2.32M -$171K -2,423 -7%
BFPW
113
BOK Financial Private Wealth
Colorado
$2.28M -$24.2K -344 -1%
LS
114
Lattice Strategies
Pennsylvania
$2.06M -$32.4K -460 -2%
VKH
115
Virtu KCG Holdings
New York
$2.04M -$1.22M -17,385 -38%
NL
116
NWAM LLC
Washington
$2.01M -$118K -1,672 -6%
ASN
117
Advisory Services Network
Georgia
$1.99M +$82.9K +1,177 +4%
MCM
118
MAI Capital Management
Ohio
$1.98M -$1.48K -21 -0.1%
SAM
119
Shamrock Asset Management
Texas
$1.96M +$2.25K +32 +0.1%
SMM
120
Stadion Money Management
Georgia
$1.95M -$505K -7,167 -21%
ID
121
Integral Derivatives
New York
$1.92M +$1.88M +26,738 New
WT
122
Wilmington Trust
Delaware
$1.83M -$5.63K -80 -0.3%
AIM
123
Acropolis Investment Management
Missouri
$1.82M -$71.4K -1,014 -4%
ACM
124
Aviance Capital Management
Florida
$1.75M +$405K +5,748 +31%
PAG
125
Private Advisor Group
New Jersey
$1.7M +$166K +2,361 +11%

IYR Hedge Fund Activity: Q2 2014 in Review

299 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2014, worth a combined $9.84B — up 0.91% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYR positions and 30 closed out — a net gain of 5 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $325M. The largest seller was Deutsche Bank, cutting an estimated $444M.

  • 299 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2014, up from 296 in Q1 2014.
  • Funds reported $9.84B of iShares US Real Estate ETF stock for Q2 2014, up 0.91% quarter-over-quarter.
  • 35 funds opened new iShares US Real Estate ETF positions in Q2 2014 and 30 closed out, a net change of +5 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2014 was Bank of America, an estimated $325M added.
  • The largest iShares US Real Estate ETF seller in Q2 2014 was Deutsche Bank, an estimated $444M sold.

Based on aggregated 13F filings for Q2 2014.