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iShares US Real Estate ETF

299 hedge funds and large institutions have $9.84B invested in iShares US Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

1% more funds holding

Funds holding: 296299 (+3)

1% more capital invested

Capital invested by funds: $9.75B → $9.84B (+$89.1M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

21.63% less ownership

Funds ownership: 217.61%195.98% (-22%)

52% less call options, than puts

Call options by funds: $813M | Put options by funds: $1.71B

Holders
299
Holders Change
+3
Holders Change %
+1.01%
% of All Funds
8.59%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.63%
New
35
Increased
111
Reduced
100
Closed
30
Calls
$813M
Puts
$1.71B
Net Calls
-$898M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
VNB
151
Valley National Bancorp
New York
$1.16M -$416K -5,905 -27%
UCFA
152
United Capital Financial Advisors
Texas
$1.13M -$272K -3,861 -20%
SAG
153
Sterne Agee Group
Alabama
$1.12M +$177K +2,520 +19%
TRCT
154
Tower Research Capital (TRC)
New York
$1.1M -$8.2M -116,502 -88%
SIM
155
SSI Investment Management
California
$1.1M -$18.6K -264 -2%
WCM
156
Wunderlich Capital Managemnt
Tennessee
$1.08M +$13.1K +186 +1%
OAM
157
Orinda Asset Management
California
$1.08M +$1.06M +15,000 New
WA
158
Winfield Associates
Ohio
$1.07M +$98.6K +1,400 +10%
CG
159
Colony Group
Massachusetts
$1.02M -$38.7K -549 -4%
PFC
160
Phocas Financial Corp
California
$993K -$971K -13,794 Closed
RFC
161
Regions Financial Corp
Alabama
$973K +$10.4K +148 +1%
RCAG
162
Rehmann Capital Advisory Group
Michigan
$958K +$29.2K +414 +3%
11A
163
10-15 Associates
New York
$943K -$31.5K -447 -3%
WPW
164
Waldron Private Wealth
Pennsylvania
$898K +$70 +1 +0%
FAAM
165
First Allied Asset Management
California
$891K +$874K +12,407 New
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
$858K +$841K +11,949 New
RTIM
167
Round Table Investment Management
North Carolina
$839K +$823K +11,680 New
B
168
Baird
Wisconsin
$827K +$77.4K +1,099 +11%
AA
169
ALPS Advisors
Colorado
$809K +$794K +11,275 New
Brown Advisory
170
Brown Advisory
Maryland
$801K -$21.1K -300 -3%
William Blair & Company
171
William Blair & Company
Illinois
$732K -$46.1K -654 -6%
PSUF
172
People's United Financial
Connecticut
$720K +$151K +2,150 +27%
PFPT
173
Pinnacle Financial Partners (Tennessee)
Tennessee
$711K +$53.2K +755 +8%
IAA
174
Ironsides Asset Advisors
North Carolina
$708K +$694K +9,859 New
DBIA
175
Dumont & Blake Investment Advisors
New Jersey
$687K -$3.45K -49 -0.5%

IYR Hedge Fund Activity: Q2 2014 in Review

299 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2014, worth a combined $9.84B — up 0.91% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYR positions and 30 closed out — a net gain of 5 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $325M. The largest seller was Deutsche Bank, cutting an estimated $444M.

  • 299 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2014, up from 296 in Q1 2014.
  • Funds reported $9.84B of iShares US Real Estate ETF stock for Q2 2014, up 0.91% quarter-over-quarter.
  • 35 funds opened new iShares US Real Estate ETF positions in Q2 2014 and 30 closed out, a net change of +5 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2014 was Bank of America, an estimated $325M added.
  • The largest iShares US Real Estate ETF seller in Q2 2014 was Deutsche Bank, an estimated $444M sold.

Based on aggregated 13F filings for Q2 2014.