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iShares US Real Estate ETF
IYR

327 hedge funds and large institutions have $4.91B invested in iShares US Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 140 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

1% more funds holding

Funds holding: 324 → 327 (+3)

15% less capital invested

Capital invested by funds: $5.77B → $4.91B (-$855M)

22.08% less ownership

Funds ownership: 125.59% → 103.51% (-22%)

35% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 140

79% less call options, than puts

Call options by funds: $446M | Put options by funds: $2.13B

Holders
327
Holders Change
+3
Holders Change %
+0.93%
% of All Funds
8.71%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.59%
New
42
Increased
91
Reduced
140
Closed
35
Calls
$446M
Puts
$2.13B
Net Calls
-$1.68B
Net Calls Change
-$682M

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$45.2M
2
UBS Group
UBS Group
Switzerland
+$43.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$42.1M
4
Wells Fargo
Wells Fargo
California
+$37.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$400M
2
Bank of America
Bank of America
North Carolina
-$336M
3
Citigroup
Citigroup
New York
-$189M
4
Goldman Sachs
Goldman Sachs
New York
-$101M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$45M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
101
HRT Financial
New York
$3.32M +$3.09M +42,616 New
ERSOT
102
Employees Retirement System of Texas
Texas
$3.22M +$3M +41,400 New
FHA
103
First Horizon Advisors
Tennessee
$3.2M +$628K +8,649 +27%
BCI
104
Brinker Capital Investments
Pennsylvania
$3.13M +$71.5K +986 +3%
PAG
105
Private Advisor Group
New Jersey
$3.12M -$729K -10,052 -20%
SCA
106
Snowden Capital Advisors
New York
$3.01M +$2.8M +38,642 New
AI
107
Atria Investments
North Carolina
$2.89M +$2.69M +37,134 New
SIAM
108
Sterling Investment Advisors (Missouri)
Missouri
$2.86M -$91.4K -1,259 -3%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$2.8M – – –
LWA
110
Lowe Wealth Advisors
Maryland
$2.75M +$71K +978 +3%
SPC
111
Sigma Planning Corp
Michigan
$2.7M -$2.5M -34,438 -50%
SB
112
Suntrust Banks
Georgia
$2.66M +$282K +3,881 +13%
SBWM
113
Sunflower Bank Wealth Management
Arizona
$2.65M +$1.65M +22,715 +202%
BOTW
114
Bank of the West
California
$2.56M +$245K +3,374 +11%
BJ
115
Brouwer & Janachowski
California
$2.52M -$36.1K -498 -2%
FAAS
116
First Allied Advisory Services
California
$2.33M +$129K +1,782 +6%
BFPW
117
BOK Financial Private Wealth
Colorado
$2.29M -$102K -1,401 -5%
AIM
118
Acropolis Investment Management
Missouri
$2.23M -$17.9K -246 -0.9%
CG
119
Colony Group
Massachusetts
$2.21M -$3.69M -50,908 -64%
Comerica Bank
120
Comerica Bank
Texas
$2.19M -$344K -4,735 -14%
SAM
121
Symphony Asset Management
California
$2.11M +$1.05M +14,414 +113%
MCM
122
MV Capital Management
Maryland
$2.11M -$1.09M -14,961 -36%
Bank of New York Mellon
123
Bank of New York Mellon
New York
$2.05M +$410K +5,650 +27%
GC
124
Garde Capital
Washington
$1.96M +$200K +2,754 +12%
AIM
125
Advantage Investment Management
Iowa
$1.96M +$42.2K +581 +2%
3 4
5
6 7

IYR Hedge Fund Activity: Q1 2016 in Review

327 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2016, worth a combined $4.91B — down 15% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IYR positions and 35 closed out — a net gain of 7 holders — while 91 added to existing stakes and 140 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $45.2M. The largest seller was Morgan Stanley, cutting an estimated $400M.

  • 327 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2016, up from 324 in Q4 2015.
  • Funds reported $4.91B of iShares US Real Estate ETF stock for Q1 2016, down 15% quarter-over-quarter.
  • 42 funds opened new iShares US Real Estate ETF positions in Q1 2016 and 35 closed out, a net change of +7 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2016 was FormulaFolio Investments, an estimated $45.2M added.
  • The largest iShares US Real Estate ETF seller in Q1 2016 was Morgan Stanley, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2016.