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iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.71% more ownership

Funds ownership: 148.18%219.9% (+72%)

17% more capital invested

Capital invested by funds: $6.65B → $7.78B (+$1.13B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.1B

1% less funds holding

Funds holding: 267265 (-2)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.69%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
126
Private Advisor Group
New Jersey
$1.04M +$1.06M +16,487 New
WTNA
127
Wilmington Trust National Association
Delaware
$1.04M -$2.83K -44 -0.3%
SBWM
128
Sunflower Bank Wealth Management
Arizona
$1.03M -$33.9K -527 -3%
PC
129
Passport Capital
California
$1M -$716K -11,120 -41%
CA
130
Cetera Advisors
Colorado
$950K -$33.9K -527 -3%
CG
131
Colony Group
Massachusetts
$943K +$41.2K +640 +4%
WA
132
Winfield Associates
Ohio
$913K +$932K +14,471 New
11A
133
10-15 Associates
New York
$866K -$20.4K -317 -2%
FIG
134
Fortress Investment Group
New York
$851K
RFC
135
Regions Financial Corp
Alabama
$846K -$83.7K -1,299 -9%
SCM
136
Stevens Capital Management
Pennsylvania
$799K -$515 -8 -0.1%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$789K +$3.35K +52 +0.4%
WPW
138
Waldron Private Wealth
Pennsylvania
$789K +$805K +12,502 New
PFC
139
Phocas Financial Corp
California
$772K -$77.3K -1,200 -9%
WS
140
Wedbush Securities
California
$768K -$10.6K -164 -1%
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$731K -$169K -2,620 -18%
B
142
Baird
Wisconsin
$698K +$98.2K +1,525 +16%
FHC
143
First Heartland Consultants
Missouri
$695K -$30.9K -479 -4%
MFS
144
MSI Financial Services
Massachusetts
$691K -$48.2K -749 -6%
William Blair & Company
145
William Blair & Company
Illinois
$685K -$90.2K -1,400 -11%
MCM
146
Maryland Capital Management
Maryland
$683K
MWM
147
Merriman Wealth Management
Washington
$672K -$5.96M -92,516 -90%
JG
148
Jefferies Group
New York
$672K -$1.41M -21,876 -67%
AIG
149
American International Group
New York
$667K -$104K -1,616 -13%
BA
150
BlackRock Advisors
Delaware
$666K +$5.22K +81 +0.8%

IYR Hedge Fund Activity: Q4 2013 in Review

265 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2013, worth a combined $7.78B — up 17% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 45 closed out — a net gain of 1 holder — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Citigroup, adding an estimated $660M. The largest seller was SG Americas Securities, cutting an estimated $80.1M.

  • 265 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $7.78B of iShares US Real Estate ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q4 2013 and 45 closed out, a net change of +1 holder.
  • The largest iShares US Real Estate ETF buyer in Q4 2013 was Citigroup, an estimated $660M added.
  • The largest iShares US Real Estate ETF seller in Q4 2013 was SG Americas Securities, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2013.