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iShares US Real Estate ETF

296 hedge funds and large institutions have $9.75B invested in iShares US Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 29

63% more funds holding in top 10

Funds holding in top 10: 1626 (+10)

25% more capital invested

Capital invested by funds: $7.78B → $9.75B (+$1.98B)

14% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 88

12% more funds holding

Funds holding: 265296 (+31)

2.29% less ownership

Funds ownership: 219.9%217.61% (-2.3%)

42% less call options, than puts

Call options by funds: $935M | Put options by funds: $1.61B

Holders
296
Holders Change
+31
Holders Change %
+11.7%
% of All Funds
8.55%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.75%
New
60
Increased
100
Reduced
88
Closed
29
Calls
$935M
Puts
$1.61B
Net Calls
-$677M
Net Calls Change
-$682M
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
151
Phocas Financial Corp
California
$933K +$103K +1,550 +13%
11A
152
10-15 Associates
New York
$919K -$10.7K -161 -1%
WA
153
Winfield Associates
Ohio
$918K -$59.7K -900 -6%
RFC
154
Regions Financial Corp
Alabama
$908K
SAG
155
Sterne Agee Group
Alabama
$887K +$870K +13,109 New
RCAG
156
Rehmann Capital Advisory Group
Michigan
$875K +$28.1K +423 +3%
WPW
157
Waldron Private Wealth
Pennsylvania
$846K
Two Sigma Investments
158
Two Sigma Investments
New York
$839K -$39M -587,297 -98%
CAM
159
Congress Asset Management
Massachusetts
$807K +$792K +11,932 New
AI
160
Atria Investments
North Carolina
$793K +$268K +4,032 +52%
Brown Advisory
161
Brown Advisory
Maryland
$775K +$315K +4,740 +71%
FHC
162
First Heartland Consultants
Missouri
$753K +$7.57K +114 +1%
William Blair & Company
163
William Blair & Company
Illinois
$735K
B
164
Baird
Wisconsin
$705K -$42.9K -646 -6%
WS
165
Wedbush Securities
California
$683K -$138K -2,079 -17%
VAM
166
Verity Asset Management
North Carolina
$682K +$665K +10,026 New
DBIA
167
Dumont & Blake Investment Advisors
New Jersey
$651K +$49.2K +741 +8%
MCM
168
Maryland Capital Management
Maryland
$630K -$101K -1,515 -14%
PFPT
169
Pinnacle Financial Partners (Tennessee)
Tennessee
$619K +$104K +1,562 +21%
MFS
170
MSI Financial Services
Massachusetts
$616K -$124K -1,862 -17%
FAAS
171
First Allied Advisory Services
California
$614K +$608K +9,165 New
AA
172
AlphaMark Advisors
Kentucky
$574K +$9.95K +150 +2%
CAS
173
CTC Alternative Strategies
Illinois
$555K +$544K +8,200 New
PPA
174
Parametric Portfolio Associates
Washington
$539K +$58.6K +883 +12%
PSUF
175
People's United Financial
Connecticut
$533K +$66.4K +1,000 +15%

IYR Hedge Fund Activity: Q1 2014 in Review

296 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2014, worth a combined $9.75B — up 25% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IYR positions and 29 closed out — a net gain of 31 holders — while 100 added to existing stakes and 88 trimmed.

The largest buyer was Credit Suisse, adding an estimated $251M. The largest seller was SG Americas Securities, cutting an estimated $190M.

  • 296 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2014, up from 265 in Q4 2013.
  • Funds reported $9.75B of iShares US Real Estate ETF stock for Q1 2014, up 25% quarter-over-quarter.
  • 60 funds opened new iShares US Real Estate ETF positions in Q1 2014 and 29 closed out, a net change of +31 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2014 was Credit Suisse, an estimated $251M added.
  • The largest iShares US Real Estate ETF seller in Q1 2014 was SG Americas Securities, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2014.