We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

443 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.2% more ownership

Funds ownership: 82.6%90.8% (+8.2%)

5% more capital invested

Capital invested by funds: $4.12B → $4.32B (+$204M)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

1% less funds holding

Funds holding: 448443 (-5)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

16% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 164

33% less call options, than puts

Call options by funds: $861M | Put options by funds: $1.28B

Holders
443
Holders Change
-5
Holders Change %
-1.12%
% of All Funds
9.62%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
46
Increased
138
Reduced
164
Closed
44
Calls
$861M
Puts
$1.28B
Net Calls
-$420M
Net Calls Change
+$409M
Name Holding Trade Value Shares
Change
Change in
Stake
JT
101
Jump Trading
Illinois
$4.34M +$4.36M +49,760 New
GPA
102
Guidance Point Advisors
Massachusetts
$4.33M +$11.6K +132 +0.3%
WP
103
WealthSource Partners
California
$4.33M +$4.11M +46,891 +1,753%
Parallax Volatility Advisers
104
Parallax Volatility Advisers
California
$4.23M +$4.11M +46,899 +2,948%
ASN
105
Advisory Services Network
Georgia
$4.18M +$3.5M +40,030 +507%
FSA
106
Financial Services Advisory
Maryland
$4.07M -$99.9K -1,141 -2%
AHC
107
Adell Harriman & Carpenter
Texas
$4.06M +$429K +4,901 +12%
MC
108
Martin & Co
Tennessee
$4M -$49K -560 -1%
Mariner
109
Mariner
Kansas
$3.9M +$494K +5,644 +14%
BPC
110
Banque Pictet & Cie
Switzerland
$3.86M +$42K +480 +1%
IFAM
111
Institutional & Family Asset Management
Colorado
$3.8M -$4.81M -54,945 -56%
VFA
112
Voya Financial Advisors
Connecticut
$3.76M -$495K -5,650 -12%
BCI
113
Brinker Capital Investments
Pennsylvania
$3.73M -$256K -2,922 -6%
CIM
114
Cambria Investment Management
California
$3.59M -$4.36M -49,777 -55%
SPIA
115
Steward Partners Investment Advisory
New York
$3.3M +$52K +594 +2%
N
116
Natixis
France
$3.27M +$173K +1,978 +6%
BWA
117
BlueSky Wealth Advisors
North Carolina
$3.22M -$83K -948 -3%
SSWM
118
Sheets Smith Wealth Management
North Carolina
$3.14M
DWA
119
Dorsey Wright & Associates
California
$3.13M -$227K -2,589 -7%
GC
120
Garde Capital
Washington
$3.13M -$9.8K -112 -0.3%
LCH
121
Lee Capital Holdings
New York
$3.06M +$3.06M +35,000 New
Nomura Asset Management
122
Nomura Asset Management
Japan
$3.01M -$35K -400 -1%
CB
123
Commerce Bank
Missouri
$2.98M -$103K -1,175 -3%
GWM
124
Geneos Wealth Management
Colorado
$2.97M +$4.38K +50 +0.1%
Wellington Management Group
125
Wellington Management Group
Massachusetts
$2.93M +$2.09M +23,853 +245%

IYR Hedge Fund Activity: Q2 2019 in Review

443 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2019, worth a combined $4.32B — up 5% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 44 closed out — a net gain of 2 holders — while 138 added to existing stakes and 164 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Morgan Stanley, cutting an estimated $156M.

  • 443 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2019, down from 448 in Q1 2019.
  • Funds reported $4.32B of iShares US Real Estate ETF stock for Q2 2019, up 5% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q2 2019 and 44 closed out, a net change of +2 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $243M added.
  • The largest iShares US Real Estate ETF seller in Q2 2019 was Morgan Stanley, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2019.