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iShares US Real Estate ETF

443 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.2% more ownership

Funds ownership: 82.6%90.8% (+8.2%)

5% more capital invested

Capital invested by funds: $4.12B → $4.32B (+$204M)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

1% less funds holding

Funds holding: 448443 (-5)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

16% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 164

33% less call options, than puts

Call options by funds: $861M | Put options by funds: $1.28B

Holders
443
Holders Change
-5
Holders Change %
-1.12%
% of All Funds
9.62%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
46
Increased
138
Reduced
164
Closed
44
Calls
$861M
Puts
$1.28B
Net Calls
-$420M
Net Calls Change
+$409M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
126
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.9M -$1.36M -15,544 -32%
JIP
127
Jaffetilchin Investment Partners
Florida
$2.84M +$1.1M +12,527 +62%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$2.74M -$21.3M -242,963 -89%
MA
129
Mutual Advisors
Nebraska
$2.63M +$15.7K +179 +0.6%
BOTW
130
Bank of the West
California
$2.59M -$72.2K -825 -3%
SIAM
131
Sterling Investment Advisors (Missouri)
Missouri
$2.54M -$63.8K -729 -2%
RFO
132
RiverGlades Family Offices
Florida
$2.48M
CA
133
Cetera Advisors
Colorado
$2.42M -$34.3K -392 -1%
BC
134
Brinker Capital
Pennsylvania
$2.39M -$95.4K -1,090 -4%
PCIA
135
Prime Capital Investment Advisors
Kansas
$2.38M +$2.39M +27,258 New
MML Investors Services
136
MML Investors Services
Massachusetts
$2.32M +$490K +5,599 +27%
BFG
137
Barber Financial Group
Kansas
$2.16M +$1.05M +12,010 +94%
PNAA
138
Pictet North America Advisors
Switzerland
$2.14M
TCM
139
Twele Capital Management
Minnesota
$2.07M -$41.1K -470 -2%
OFG
140
Omega Financial Group
California
$2.01M +$3.76K +43 +0.2%
FIG
141
FundX Investment Group
California
$1.97M +$1.98M +22,595 New
MG
142
McCutchen Group
Washington
$1.93M +$13.5K +154 +0.7%
BFM
143
Broadview Financial Management
Wisconsin
$1.79M -$62.9K -719 -3%
AIM
144
Acropolis Investment Management
Missouri
$1.76M -$23K -263 -1%
RIM
145
Rampart Investment Management
Connecticut
$1.76M -$161K -1,837 -8%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$1.75M -$844K -9,638 -19%
CIBC World Market
147
CIBC World Market
Ontario, Canada
$1.75M -$7K -80 -0.4%
BA
148
Ballew Advisors
Mississippi
$1.74M -$22.8K -261 -1%
RCAG
149
Rehmann Capital Advisory Group
Michigan
$1.72M +$94.1K +1,075 +6%
Two Sigma Investments
150
Two Sigma Investments
New York
$1.7M -$10.3M -117,134 -86%

IYR Hedge Fund Activity: Q2 2019 in Review

443 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2019, worth a combined $4.32B — up 5% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 44 closed out — a net gain of 2 holders — while 138 added to existing stakes and 164 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Morgan Stanley, cutting an estimated $156M.

  • 443 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2019, down from 448 in Q1 2019.
  • Funds reported $4.32B of iShares US Real Estate ETF stock for Q2 2019, up 5% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q2 2019 and 44 closed out, a net change of +2 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $243M added.
  • The largest iShares US Real Estate ETF seller in Q2 2019 was Morgan Stanley, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2019.