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iShares US Real Estate ETF

333 hedge funds and large institutions have $9.41B invested in iShares US Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

14% more funds holding

Funds holding: 292333 (+41)

0% less capital invested

Capital invested by funds: $9.44B → $9.41B (-$31.1M)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

39.48% less ownership

Funds ownership: 200.52%161.03% (-39%)

71% less call options, than puts

Call options by funds: $707M | Put options by funds: $2.47B

Holders
333
Holders Change
+41
Holders Change %
+14.04%
% of All Funds
8.88%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.72%
New
80
Increased
93
Reduced
106
Closed
31
Calls
$707M
Puts
$2.47B
Net Calls
-$1.76B
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
101
M&T Bank
New York
$3.6M -$329K -4,398 -9%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$3.54M +$3.45M +46,114 New
IA
103
IndexIQ Advisors
New York
$3.54M +$727K +9,716 +27%
ACM
104
Aviance Capital Management
Florida
$3.38M +$906K +12,112 +38%
FAAS
105
First Allied Advisory Services
California
$3.34M -$503K -6,723 -13%
Walleye Trading
106
Walleye Trading
New York
$3.3M +$3.21M +42,931 New
SIAM
107
Sterling Investment Advisors (Missouri)
Missouri
$3.24M +$3.16M +42,215 New
FPCP
108
Fort Point Capital Partners
California
$3.22M +$22.9K +306 +0.7%
CC
109
Curian Capital
Colorado
$3.18M -$187K -2,504 -6%
OAM
110
Orinda Asset Management
California
$3.07M +$2.99M +40,000 New
ALA
111
Atherton Lane Advisers
California
$3.04M -$88.8K -1,187 -3%
PAS
112
Partnervest Advisory Services
California
$2.92M +$2.84M +37,986 New
BCI
113
Brinker Capital Investments
Pennsylvania
$2.86M -$1.69M -22,635 -38%
TFA
114
Transamerica Financial Advisors
Florida
$2.84M +$2.76M +36,892 +527,029%
SSWM
115
Sheets Smith Wealth Management
North Carolina
$2.77M
I2I
116
Insight 2811 Inc
Illinois
$2.76M +$2.69M +35,916 New
BJ
117
Brouwer & Janachowski
California
$2.75M -$4.04K -54 -0.2%
SB
118
Suntrust Banks
Georgia
$2.74M -$1.08M -14,390 -29%
BWM
119
Braver Wealth Management
Massachusetts
$2.46M +$2.4M +32,051 New
BFPW
120
BOK Financial Private Wealth
Colorado
$2.41M -$22.9K -306 -1%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$2.38M -$1.16M -15,477 -33%
AIM
122
Acropolis Investment Management
Missouri
$2.36M -$72.7K -972 -3%
BlackRock
123
BlackRock
New York
$2.35M -$253K -3,384 -10%
RTIM
124
Round Table Investment Management
North Carolina
$2.26M +$1.15M +15,400 +110%
BA
125
BlackRock Advisors
Delaware
$2.24M +$1.82M +24,362 +510%

IYR Hedge Fund Activity: Q4 2014 in Review

333 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2014, worth a combined $9.41B — down 0.33% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IYR positions and 31 closed out — a net gain of 49 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $367M. The largest seller was Credit Suisse, cutting an estimated $592M.

  • 333 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $9.41B of iShares US Real Estate ETF stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 80 funds opened new iShares US Real Estate ETF positions in Q4 2014 and 31 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2014 was Deutsche Bank, an estimated $367M added.
  • The largest iShares US Real Estate ETF seller in Q4 2014 was Credit Suisse, an estimated $592M sold.

Based on aggregated 13F filings for Q4 2014.