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iShares US Real Estate ETF

333 hedge funds and large institutions have $9.41B invested in iShares US Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

14% more funds holding

Funds holding: 292333 (+41)

0% less capital invested

Capital invested by funds: $9.44B → $9.41B (-$31.1M)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

39.48% less ownership

Funds ownership: 200.52%161.03% (-39%)

71% less call options, than puts

Call options by funds: $707M | Put options by funds: $2.47B

Holders
333
Holders Change
+41
Holders Change %
+14.04%
% of All Funds
8.88%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.72%
New
80
Increased
93
Reduced
106
Closed
31
Calls
$707M
Puts
$2.47B
Net Calls
-$1.76B
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
126
Lattice Strategies
Pennsylvania
$2.17M -$2.99K -40 -0.1%
CA
127
Cetera Advisors
Colorado
$2.13M -$1.19M -15,925 -37%
Truist Financial
128
Truist Financial
North Carolina
$2.13M -$488K -6,531 -19%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$2.07M -$1.46M -19,478 -42%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$1.98M -$148K -1,974 -7%
MCM
131
MAI Capital Management
Ohio
$1.97M -$95K -1,270 -5%
KL
132
KWMG LLC
Kansas
$1.97M +$1.84M +24,663 New
CG
133
Colony Group
Massachusetts
$1.96M +$774K +10,356 +68%
ERSOT
134
Employees Retirement System of Texas
Texas
$1.92M
SAM
135
Shamrock Asset Management
Texas
$1.92M -$135K -1,805 -7%
AL
136
Agran Libbie
California
$1.89M -$81.1K -1,085 -4%
NL
137
NWAM LLC
Washington
$1.81M -$405K -5,412 -19%
CL
138
CPWM LLC
Washington
$1.8M +$42.9K +574 +3%
Mariner
139
Mariner
Kansas
$1.78M -$223K -2,982 -11%
WF
140
Welch & Forbes
Massachusetts
$1.78M
HIM
141
Hutchens Investment Management
New Hampshire
$1.75M +$1.7M +22,775 New
MFS
142
McNamara Financial Services
Massachusetts
$1.75M +$1.7M +22,775 New
KCM
143
Karp Capital Management
California
$1.74M +$1.69M +22,642 New
FUBT
144
First United Bank & Trust
Maryland
$1.74M -$77.8K -1,040 -4%
Creative Planning
145
Creative Planning
Kansas
$1.7M +$1.03M +13,711 +162%
FHA
146
First Horizon Advisors
Tennessee
$1.68M -$60.2K -805 -4%
CBB
147
Citizens Business Bank
California
$1.61M
CG
148
Carlyle Group
District of Columbia
$1.61M +$1.56M +20,902 New
TAM
149
Tocqueville Asset Management
New York
$1.57M +$1.53M +20,490 New
Parallax Volatility Advisers
150
Parallax Volatility Advisers
California
$1.57M +$1.53M +20,410 New

IYR Hedge Fund Activity: Q4 2014 in Review

333 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2014, worth a combined $9.41B — down 0.33% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IYR positions and 31 closed out — a net gain of 49 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $367M. The largest seller was Credit Suisse, cutting an estimated $592M.

  • 333 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $9.41B of iShares US Real Estate ETF stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 80 funds opened new iShares US Real Estate ETF positions in Q4 2014 and 31 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2014 was Deutsche Bank, an estimated $367M added.
  • The largest iShares US Real Estate ETF seller in Q4 2014 was Credit Suisse, an estimated $592M sold.

Based on aggregated 13F filings for Q4 2014.