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iShares US Real Estate ETF
IYR

348 hedge funds and large institutions have $5.1B invested in iShares US Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 114 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

27% more funds holding in top 10

Funds holding in top 10: 22 → 28 (+6)

6% more funds holding

Funds holding: 327 → 348 (+21)

4% more capital invested

Capital invested by funds: $4.91B → $5.1B (+$189M)

1% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 114

4.26% less ownership

Funds ownership: 103.51% → 99.25% (-4.3%)

69% less call options, than puts

Call options by funds: $1B | Put options by funds: $3.28B

Holders
348
Holders Change
+21
Holders Change %
+6.42%
% of All Funds
9.28%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.75%
New
59
Increased
115
Reduced
114
Closed
37
Calls
$1B
Puts
$3.28B
Net Calls
-$2.28B
Net Calls Change
-$598M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$173M
2
Citigroup
Citigroup
New York
+$103M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$96.6M
4
SIG
Senator Investment Group
New York
+$57.8M
5
B
Bailard
California
+$49.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$201M
2
UBS Group
UBS Group
Switzerland
-$171M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$90.4M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$87.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$73.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$2.46M -$1.5M -19,161 -39%
CWM
127
Concert Wealth Management
California
$2.35M +$1.87M +23,821 +498%
AIM
128
Acropolis Investment Management
Missouri
$2.35M -$8.15K -104 -0.4%
Capital Fund Management (CFM)
129
Capital Fund Management (CFM)
France
$2.22M -$2.32M -29,554 -52%
CIBC Asset Management
130
CIBC Asset Management
Ontario, Canada
$2.21M +$2.1M +26,789 New
Comerica Bank
131
Comerica Bank
Texas
$2.19M -$177K -2,260 -8%
FAAS
132
First Allied Advisory Services
California
$2.17M -$277K -3,538 -12%
BFPW
133
BOK Financial Private Wealth
Colorado
$2.17M -$240K -3,062 -10%
MCM
134
MV Capital Management
Maryland
$2.14M -$86.3K -1,101 -4%
Wolverine Trading
135
Wolverine Trading
Illinois
$2.12M +$2.04M +26,025 New
PFPT
136
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.11M +$721K +9,201 +57%
TW
137
Transform Wealth
Colorado
$2.09M +$1.99M +25,388 New
Millennium Management
138
Millennium Management
New York
$2.07M +$457K +5,826 +30%
VFA
139
Voya Financial Advisors
Connecticut
$2.06M +$1.36M +17,339 +219%
BPC
140
Banque Pictet & Cie
Switzerland
$1.94M +$282K +3,600 +18%
KL
141
KWMG LLC
Kansas
$1.89M -$18.7K -239 -1%
MG
142
McCutchen Group
Washington
$1.88M +$23.1K +295 +1%
MCM
143
MAI Capital Management
Ohio
$1.85M -$89.4K -1,140 -5%
CL
144
CPWM LLC
Washington
$1.82M -$66.3K -846 -4%
GC
145
Garde Capital
Washington
$1.82M -$246K -3,140 -12%
M&T Bank
146
M&T Bank
New York
$1.81M -$98.1K -1,251 -5%
Bank of New York Mellon
147
Bank of New York Mellon
New York
$1.79M -$357K -4,550 -17%
FUBT
148
First United Bank & Trust
Maryland
$1.77M +$83.5K +1,065 +5%
AL
149
Agran Libbie
California
$1.75M +$1.66M +21,231 New
LS
150
Lattice Strategies
Pennsylvania
$1.71M – – –
4 5
6
7 8

IYR Hedge Fund Activity: Q2 2016 in Review

348 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2016, worth a combined $5.1B — up 3.8% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IYR positions and 37 closed out — a net gain of 22 holders — while 115 added to existing stakes and 114 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $173M. The largest seller was JP Morgan Chase, cutting an estimated $201M.

  • 348 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2016, up from 327 in Q1 2016.
  • Funds reported $5.1B of iShares US Real Estate ETF stock for Q2 2016, up 3.8% quarter-over-quarter.
  • 59 funds opened new iShares US Real Estate ETF positions in Q2 2016 and 37 closed out, a net change of +22 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2016 was Morgan Stanley, an estimated $173M added.
  • The largest iShares US Real Estate ETF seller in Q2 2016 was JP Morgan Chase, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2016.