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iShares US Real Estate ETF

333 hedge funds and large institutions have $9.41B invested in iShares US Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

14% more funds holding

Funds holding: 292333 (+41)

0% less capital invested

Capital invested by funds: $9.44B → $9.41B (-$31.1M)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

39.48% less ownership

Funds ownership: 200.52%161.03% (-39%)

71% less call options, than puts

Call options by funds: $707M | Put options by funds: $2.47B

Holders
333
Holders Change
+41
Holders Change %
+14.04%
% of All Funds
8.88%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.72%
New
80
Increased
93
Reduced
106
Closed
31
Calls
$707M
Puts
$2.47B
Net Calls
-$1.76B
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
151
Banque Pictet & Cie
Switzerland
$1.54M
Renaissance Technologies
152
Renaissance Technologies
New York
$1.5M +$1.46M +19,500 New
AI
153
Atria Investments
North Carolina
$1.48M -$1.57M -21,025 -52%
Victory Capital Management
154
Victory Capital Management
Texas
$1.47M +$1.43M +19,120 New
CFS
155
Commonwealth Financial Services
West Virginia
$1.41M +$1.38M +18,407 New
Mitsubishi UFJ Trust & Banking
156
Mitsubishi UFJ Trust & Banking
Japan
$1.38M
MG
157
McCutchen Group
Washington
$1.37M +$12K +160 +0.9%
GC
158
Garde Capital
Washington
$1.28M
RIA
159
Regal Investment Advisors
Michigan
$1.26M +$120K +1,601 +11%
SBWM
160
Sunflower Bank Wealth Management
Arizona
$1.26M +$268K +3,585 +28%
AAS
161
Annex Advisory Services
Wisconsin
$1.25M -$103K -1,374 -8%
FHC
162
First Heartland Consultants
Missouri
$1.21M -$2.59M -34,572 -69%
PFPT
163
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.19M +$95.5K +1,277 +9%
FPA
164
Fieldpoint Private Advisors
New York
$1.18M -$5.23K -70 -0.5%
WCM
165
Wunderlich Capital Managemnt
Tennessee
$1.17M +$5.08K +68 +0.5%
SAG
166
Sterne Agee Group
Alabama
$1.17M +$23.9K +319 +2%
RFC
167
Regions Financial Corp
Alabama
$1.16M +$135K +1,811 +14%
VNB
168
Valley National Bancorp
New York
$1.14M +$3.51K +47 +0.3%
RCAG
169
Rehmann Capital Advisory Group
Michigan
$1.13M -$39.5K -528 -3%
SIM
170
SSI Investment Management
California
$1.12M +$207K +2,765 +24%
HF
171
HRT Financial
New York
$1.11M +$1.09M +14,522 New
UFA
172
US Financial Advisors
Massachusetts
$1.03M +$1M +13,430 New
PFC
173
Phocas Financial Corp
California
$1.03M -$36.1K -483 -3%
FWM
174
Frontier Wealth Management
Missouri
$1.02M +$989K +13,232 New
11A
175
10-15 Associates
New York
$1.01M -$43.9K -587 -4%

IYR Hedge Fund Activity: Q4 2014 in Review

333 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2014, worth a combined $9.41B — down 0.33% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IYR positions and 31 closed out — a net gain of 49 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $367M. The largest seller was Credit Suisse, cutting an estimated $592M.

  • 333 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $9.41B of iShares US Real Estate ETF stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 80 funds opened new iShares US Real Estate ETF positions in Q4 2014 and 31 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2014 was Deutsche Bank, an estimated $367M added.
  • The largest iShares US Real Estate ETF seller in Q4 2014 was Credit Suisse, an estimated $592M sold.

Based on aggregated 13F filings for Q4 2014.