We are live on ! Find out more
IYR icon

iShares US Real Estate ETF
IYR

345 hedge funds and large institutions have $4.53B invested in iShares US Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

1% more funds holding

Funds holding: 341 → 345 (+4)

5.18% less ownership

Funds ownership: 103.84% → 98.66% (-5.2%)

7% less capital invested

Capital invested by funds: $4.89B → $4.53B (-$356M)

19% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $1.45B

20% less funds holding in top 10

Funds holding in top 10: 20 → 16 (-4)

22% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 127

Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
8.6%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
37
Increased
99
Reduced
127
Closed
31
Calls
$1.18B
Puts
$1.45B
Net Calls
-$270M
Net Calls Change
+$1.02B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$186M
2
Bank of America
Bank of America
North Carolina
+$43.2M
3
QIM
Quantitative Investment Management
Virginia
+$30.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23M
5
N
Natixis
France
+$15.2M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$178M
2
JP Morgan Chase
JP Morgan Chase
New York
-$175M
3
CS
Credit Suisse
Switzerland
-$48.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$47.7M
5
Goldman Sachs
Goldman Sachs
New York
-$46.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$3.29M -$11.1M -139,090 -77%
SMFG
102
Sumitomo Mitsui Financial Group
Japan
$3.28M +$3.27M +41,115 New
BWA
103
BlueSky Wealth Advisors
North Carolina
$3.16M -$45.5K -572 -1%
Two Sigma Advisers
104
Two Sigma Advisers
New York
$3.07M -$1.68M -21,100 -35%
VIA
105
Virtus Investment Advisers
Connecticut
$3.03M -$407K -5,113 -12%
AG
106
Advisor Group
Arizona
$3.03M +$453K +5,701 +18%
SPC
107
Sigma Planning Corp
Michigan
$3.03M -$217K -2,733 -7%
SSWM
108
Sheets Smith Wealth Management
North Carolina
$2.87M – – –
HI
109
HBK Investments
Texas
$2.87M +$2.31M +29,000 +414%
VF
110
Virtu Financial
New York
$2.85M -$5.75M -72,323 -67%
IG
111
ING Group
Netherlands
$2.81M – – –
PP
112
Paloma Partners
Connecticut
$2.7M +$1.17M +14,675 +77%
PAG
113
Private Advisor Group
New Jersey
$2.6M -$129K -1,620 -5%
TFA
114
Transamerica Financial Advisors
Florida
$2.57M +$2.56M +32,236 +3,223,600%
SIAM
115
Sterling Investment Advisors (Missouri)
Missouri
$2.45M +$5.09K +64 +0.2%
MWM
116
Merriman Wealth Management
Washington
$2.44M +$2.44M +30,637 New
KCM
117
Karp Capital Management
California
$2.37M +$14.2K +178 +0.6%
HighTower Advisors
118
HighTower Advisors
Illinois
$2.32M +$1.04M +13,059 +82%
NPC
119
National Planning Corporation
California
$2.3M +$1.44M +18,140 +174%
Comerica Bank
120
Comerica Bank
Texas
$2.2M +$43.6K +548 +2%
BJ
121
Brouwer & Janachowski
California
$2.18M -$50.5K -635 -2%
AB
122
AT Bancorp
Iowa
$2.08M +$74.2K +933 +4%
GC
123
Garde Capital
Washington
$2.02M +$8.03K +101 +0.4%
RPG
124
Risk Paradigm Group
Texas
$1.91M -$136K -1,704 -7%
BFPW
125
BOK Financial Private Wealth
Colorado
$1.86M -$3.26K -41 -0.2%
3 4
5
6 7

IYR Hedge Fund Activity: Q2 2017 in Review

345 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2017, worth a combined $4.53B — down 7.3% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IYR positions and 31 closed out — a net gain of 6 holders — while 99 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was UBS Group, cutting an estimated $178M.

  • 345 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2017, up from 341 in Q1 2017.
  • Funds reported $4.53B of iShares US Real Estate ETF stock for Q2 2017, down 7.3% quarter-over-quarter.
  • 37 funds opened new iShares US Real Estate ETF positions in Q2 2017 and 31 closed out, a net change of +6 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2017 was Morgan Stanley, an estimated $186M added.
  • The largest iShares US Real Estate ETF seller in Q2 2017 was UBS Group, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2017.