iShares US Real Estate ETF
296 hedge funds and large institutions have $9.75B invested in iShares US Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 88 reducing their positions, and 29 closing their positions.
107% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 29
63% more funds holding in top 10
Funds holding in top 10: 16 → 26 (+10)
25% more capital invested
Capital invested by funds: $7.78B → $9.75B (+$1.98B)
14% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 88
12% more funds holding
Funds holding: 265 → 296 (+31)
2.29% less ownership
Funds ownership: 219.9% → 217.61% (-2.3%)
42% less call options, than puts
Call options by funds: $935M | Put options by funds: $1.61B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$251M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$243M |
| 3 |
JP Morgan Chase
New York
|
+$241M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$206M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$190M |
| 2 |
Morgan Stanley
New York
|
-$75.6M |
| 3 |
Goldman Sachs
New York
|
-$54M |
| 4 |
Two Sigma Investments
New York
|
-$39M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$23.2M |
IYR Hedge Fund Activity: Q1 2014 in Review
296 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2014, worth a combined $9.75B — up 25% from $7.78B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IYR positions and 29 closed out — a net gain of 31 holders — while 100 added to existing stakes and 88 trimmed.
The largest buyer was Credit Suisse, adding an estimated $251M. The largest seller was SG Americas Securities, cutting an estimated $190M.
- 296 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2014, up from 265 in Q4 2013.
- Funds reported $9.75B of iShares US Real Estate ETF stock for Q1 2014, up 25% quarter-over-quarter.
- 60 funds opened new iShares US Real Estate ETF positions in Q1 2014 and 29 closed out, a net change of +31 holders.
- The largest iShares US Real Estate ETF buyer in Q1 2014 was Credit Suisse, an estimated $251M added.
- The largest iShares US Real Estate ETF seller in Q1 2014 was SG Americas Securities, an estimated $190M sold.
Based on aggregated 13F filings for Q1 2014.