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iShares US Real Estate ETF
IYR

349 hedge funds and large institutions have $7.59B invested in iShares US Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 95 increasing their positions, 133 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 37

15% more funds holding in top 10

Funds holding in top 10: 27 → 31 (+4)

5% more funds holding

Funds holding: 333 → 349 (+16)

19% less capital invested

Capital invested by funds: $9.41B → $7.59B (-$1.82B)

29% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 133

37.04% less ownership

Funds ownership: 161.03% → 123.99% (-37%)

75% less call options, than puts

Call options by funds: $946M | Put options by funds: $3.77B

Holders
349
Holders Change
+16
Holders Change %
+4.8%
% of All Funds
9.3%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.83%
New
58
Increased
95
Reduced
133
Closed
37
Calls
$946M
Puts
$3.77B
Net Calls
-$2.83B
Net Calls Change
-$1.07B

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$451M
2
BlackRock
BlackRock
New York
+$186M
3
Wells Fargo
Wells Fargo
California
+$138M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$90.8M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$89.4M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$639M
2
JP Morgan Chase
JP Morgan Chase
New York
-$549M
3
Goldman Sachs
Goldman Sachs
New York
-$520M
4
Citigroup
Citigroup
New York
-$478M
5
Bank of America
Bank of America
North Carolina
-$463M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
101
California Public Employees Retirement System
California
$4.25M – – –
AHC
102
Adell Harriman & Carpenter
Texas
$4.15M -$16K -200 -0.4%
MC
103
Martin & Co
Tennessee
$4.13M +$1.6K +20 +0%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$4.04M +$232K +2,903 +6%
HFS
105
HL Financial Services
Kentucky
$3.89M -$564K -7,052 -13%
CC
106
Courier Capital
New York
$3.8M +$7.84K +98 +0.2%
AIG
107
American International Group
New York
$3.34M -$3.1M -38,723 -48%
RPG
108
Risk Paradigm Group
Texas
$3.33M +$3.36M +42,018 New
SIAM
109
Sterling Investment Advisors (Missouri)
Missouri
$3.04M -$308K -3,850 -9%
BCI
110
Brinker Capital Investments
Pennsylvania
$2.95M -$4.4K -55 -0.1%
ALA
111
Atherton Lane Advisers
California
$2.95M -$188K -2,345 -6%
WMSA
112
Weiss Multi-Strategy Advisers
New York
$2.94M +$2.97M +37,100 New
RTIM
113
Round Table Investment Management
North Carolina
$2.88M +$554K +6,930 +24%
SSWM
114
Sheets Smith Wealth Management
North Carolina
$2.86M – – –
BTS
115
BB&T Securities
Virginia
$2.82M -$290K -3,620 -50%
FPCP
116
Fort Point Capital Partners
California
$2.8M -$524K -6,548 -16%
NA
117
Navellier & Associates
Nevada
$2.8M +$2.82M +35,300 New
BJ
118
Brouwer & Janachowski
California
$2.8M -$39K -488 -1%
VKH
119
Virtu KCG Holdings
New York
$2.78M +$2.8M +35,061 New
HMC
120
Higher Moment Capital
Massachusetts
$2.78M -$13.9M -173,900 -83%
FIM
121
Foresters Investment Management
New York
$2.78M +$2.8M +35,000 New
I2I
122
Insight 2811 Inc
Illinois
$2.72M -$133K -1,663 -5%
IA
123
IndexIQ Advisors
New York
$2.66M -$1M -12,542 -27%
CC
124
Curian Capital
Colorado
$2.66M -$625K -7,817 -19%
SB
125
Suntrust Banks
Georgia
$2.42M -$413K -5,157 -14%
3 4
5
6 7

IYR Hedge Fund Activity: Q1 2015 in Review

349 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2015, worth a combined $7.59B — down 19% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IYR positions and 37 closed out — a net gain of 21 holders — while 95 added to existing stakes and 133 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $451M. The largest seller was Deutsche Bank, exiting entirely with an estimated $639M sold.

  • 349 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2015, up from 333 in Q4 2014.
  • Funds reported $7.59B of iShares US Real Estate ETF stock for Q1 2015, down 19% quarter-over-quarter.
  • 58 funds opened new iShares US Real Estate ETF positions in Q1 2015 and 37 closed out, a net change of +21 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2015 was BNP Paribas Financial Markets, an estimated $451M added.
  • The largest iShares US Real Estate ETF seller in Q1 2015 was Deutsche Bank, an estimated $639M sold.

Based on aggregated 13F filings for Q1 2015.