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iShares US Real Estate ETF
IYR

345 hedge funds and large institutions have $4.53B invested in iShares US Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

1% more funds holding

Funds holding: 341 → 345 (+4)

5.18% less ownership

Funds ownership: 103.84% → 98.66% (-5.2%)

7% less capital invested

Capital invested by funds: $4.89B → $4.53B (-$356M)

19% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $1.45B

20% less funds holding in top 10

Funds holding in top 10: 20 → 16 (-4)

22% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 127

Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
8.6%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
37
Increased
99
Reduced
127
Closed
31
Calls
$1.18B
Puts
$1.45B
Net Calls
-$270M
Net Calls Change
+$1.02B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$186M
2
Bank of America
Bank of America
North Carolina
+$43.2M
3
QIM
Quantitative Investment Management
Virginia
+$30.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23M
5
N
Natixis
France
+$15.2M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$178M
2
JP Morgan Chase
JP Morgan Chase
New York
-$175M
3
CS
Credit Suisse
Switzerland
-$48.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$47.7M
5
Goldman Sachs
Goldman Sachs
New York
-$46.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
126
Summit Securities Group
New York
$1.84M +$1.84M +23,100 New
B
127
Bailard
California
$1.81M +$112K +1,410 +7%
CL
128
CPWM LLC
Washington
$1.72M -$32.6K -410 -2%
AIM
129
Acropolis Investment Management
Missouri
$1.68M -$7.16K -90 -0.4%
MG
130
McCutchen Group
Washington
$1.67M -$383K -4,819 -19%
WCA
131
Waratah Capital Advisors
Ontario, Canada
$1.57M -$1.67K -21 -0.1%
CG
132
Colony Group
Massachusetts
$1.53M +$120K +1,509 +9%
RCAG
133
Rehmann Capital Advisory Group
Michigan
$1.49M -$106K -1,335 -7%
MCM
134
MAI Capital Management
Ohio
$1.49M -$97.2K -1,222 -6%
TAM
135
Tocqueville Asset Management
New York
$1.49M – – –
Mitsubishi UFJ Trust & Banking
136
Mitsubishi UFJ Trust & Banking
Japan
$1.48M – – –
MCM
137
MV Capital Management
Maryland
$1.48M -$23.7K -298 -2%
BCM
138
Bluefin Capital Management
New York
$1.48M +$1.47M +18,500 New
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$1.48M +$31.7K +399 +2%
CA
140
Cetera Advisors
Colorado
$1.47M +$85.8K +1,079 +6%
TH
141
Timber Hill
Connecticut
$1.43M -$3.14M -39,452 -69%
PCM
142
Peak Capital Management
Colorado
$1.4M +$1.4M +17,567 New
ACM
143
Avalon Capital Management
California
$1.4M -$683K -8,581 -33%
KL
144
KWMG LLC
Kansas
$1.4M -$11.9K -149 -0.8%
LS
145
Lattice Strategies
Pennsylvania
$1.39M -$263K -3,300 -16%
FUBT
146
First United Bank & Trust
Maryland
$1.38M -$112K -1,410 -8%
SIM
147
SSI Investment Management
California
$1.37M -$16.9K -212 -1%
HWA
148
HCR Wealth Advisors
California
$1.34M -$162K -2,033 -11%
VC
149
Vicus Capital
Pennsylvania
$1.31M -$125K -1,572 -9%
MML Investors Services
150
MML Investors Services
Massachusetts
$1.31M +$1.31M +16,442 New
4 5
6
7 8

IYR Hedge Fund Activity: Q2 2017 in Review

345 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2017, worth a combined $4.53B — down 7.3% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IYR positions and 31 closed out — a net gain of 6 holders — while 99 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was UBS Group, cutting an estimated $178M.

  • 345 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2017, up from 341 in Q1 2017.
  • Funds reported $4.53B of iShares US Real Estate ETF stock for Q2 2017, down 7.3% quarter-over-quarter.
  • 37 funds opened new iShares US Real Estate ETF positions in Q2 2017 and 31 closed out, a net change of +6 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2017 was Morgan Stanley, an estimated $186M added.
  • The largest iShares US Real Estate ETF seller in Q2 2017 was UBS Group, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2017.