IYR icon

iShares US Real Estate ETF
IYR

Overview Fund Activity

364 hedge funds and large institutions have $4.42B invested in iShares US Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 114 increasing their positions, 118 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+18
Holders Change %
+5.2%
% of All Funds
9.11%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.48%
New
81
Increased
114
Reduced
118
Closed
59
Calls
$1.04B
Puts
$2.5B
Net Calls
-$1.46B
Net Calls Change
-$61.9M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$265M
2
UBS Group
2
UBS Group
Switzerland
$380M
3
Morgan Stanley
3
Morgan Stanley
New York
$478M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$164M
5
Bank of America
5
Bank of America
North Carolina
$407M

Top Sellers

1
Citigroup
1
Citigroup
New York
$234M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$355M
4
QIM
4
Quantitative Investment Management
Virginia
$0
5
LPL Financial
5
LPL Financial
California
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
101
Advisor Group
Arizona
$2.82M -$2.25M -29,265 -44%
SSWM
102
Sheets Smith Wealth Management
North Carolina
$2.77M – – –
LWA
103
Lowe Wealth Advisors
Maryland
$2.69M +$9.23K +120 +0.3%
SWP
104
Stratos Wealth Partners
Ohio
$2.67M +$2.08M +26,981 +348%
Simplex Trading
105
Simplex Trading
Illinois
$2.61M +$2.61M +33,870 New
BA
106
BlackRock Advisors
Delaware
$2.59M -$5.34M -69,395 -67%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$2.55M -$5.27M -68,442 -67%
N
108
Natixis
France
$2.53M +$2.53M +32,825 New
PFP
109
Pinnacle Financial Partners
Tennessee
$2.48M +$529K +6,882 +27%
CNC
110
Citizens & Northern Corp
Pennsylvania
$2.47M +$2.47M +32,057 New
SIAM
111
Sterling Investment Advisors (Missouri)
Missouri
$2.33M +$74.3K +965 +3%
Comerica Bank
112
Comerica Bank
Texas
$2.31M +$389K +5,046 +20%
WA
113
WESPAC Advisors
California
$2.28M +$2.28M +29,634 New
BPC
114
Banque Pictet & Cie
Switzerland
$2.28M -$123K -1,600 -5%
JA
115
JOYN Advisors
Georgia
$2.27M +$2.03M +26,418 +861%
BJ
116
Brouwer & Janachowski
California
$2.24M -$111K -1,436 -5%
PSW
117
Portfolio Strategies (Washington)
Washington
$2.05M +$2.05M +26,678 New
AB
118
AT Bancorp
Iowa
$2.04M -$64.5K -839 -3%
ERSOT
119
Employees Retirement System of Texas
Texas
$2M +$1.08M +14,000 +117%
CG
120
Colony Group
Massachusetts
$2M +$589K +7,660 +42%
IA
121
IFP Advisors
Florida
$1.97M -$14.4M -187,329 -88%
MG
122
McCutchen Group
Washington
$1.94M +$120K +1,561 +7%
VWM
123
Venturi Wealth Management
Texas
$1.93M +$1.93M +25,111 New
Macquarie Group
124
Macquarie Group
Australia
$1.89M +$1.89M +24,500 New
GC
125
Garde Capital
Washington
$1.86M +$102K +1,326 +6%
3 4
5
6 7