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iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.71% more ownership

Funds ownership: 148.18%219.9% (+72%)

17% more capital invested

Capital invested by funds: $6.65B → $7.78B (+$1.13B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.1B

1% less funds holding

Funds holding: 267265 (-2)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.69%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oppenheimer & Co
New York
$666K +$112K +1,740 +20%
NPC
152
National Planning Corporation
California
$660K -$22.9K -356 -3%
JT
153
Jump Trading
Illinois
$648K +$661K +10,266 New
WCM
154
Wesley Capital Management
New York
$631K
CIBC World Market
155
CIBC World Market
Ontario, Canada
$598K +$708 +11 +0.1%
Two Sigma Advisers
156
Two Sigma Advisers
New York
$594K +$606K +9,410 New
DBIA
157
Dumont & Blake Investment Advisors
New Jersey
$560K -$292K -4,535 -34%
AA
158
AlphaMark Advisors
Kentucky
$525K
PP
159
Patten & Patten
Tennessee
$504K -$64.4K -1,000 -11%
PFA
160
Pure Financial Advisors
California
$503K -$23.1K -359 -4%
PMG
161
ProVise Management Group
Florida
$501K +$220K +3,414 +75%
HighTower Advisors
162
HighTower Advisors
Illinois
$492K +$277K +4,306 +124%
UBS AM
163
UBS AM
Illinois
$486K
AI
164
Atria Investments
North Carolina
$485K -$384K -5,957 -44%
PFPT
165
Pinnacle Financial Partners (Tennessee)
Tennessee
$479K -$341K -5,293 -41%
FWCM
166
Ferguson Wellman Capital Management
Oregon
$474K -$2.9K -45 -0.6%
GMI
167
Greystone Managed Investments
Saskatchewan, Canada
$455K -$32.2K -500 -6%
PPA
168
Parametric Portfolio Associates
Washington
$447K -$8.82K -137 -2%
Twin Tree Management
169
Twin Tree Management
Texas
$443K -$1.05M -16,240 -70%
CPO
170
Cerity Partners OCIO
New York
$443K -$6.44K -100 -1%
PSUF
171
People's United Financial
Connecticut
$434K +$308K +4,780 +228%
1GA
172
1st Global Advisors
Texas
$424K
Brown Advisory
173
Brown Advisory
Maryland
$423K +$15.1K +234 +4%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$402K -$514K -7,974 -56%
PSW
175
Portfolio Strategies (Washington)
Washington
$398K +$407K +6,323 New

IYR Hedge Fund Activity: Q4 2013 in Review

265 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2013, worth a combined $7.78B — up 17% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 45 closed out — a net gain of 1 holder — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Citigroup, adding an estimated $660M. The largest seller was SG Americas Securities, cutting an estimated $80.1M.

  • 265 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $7.78B of iShares US Real Estate ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q4 2013 and 45 closed out, a net change of +1 holder.
  • The largest iShares US Real Estate ETF buyer in Q4 2013 was Citigroup, an estimated $660M added.
  • The largest iShares US Real Estate ETF seller in Q4 2013 was SG Americas Securities, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2013.