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iShares US Real Estate ETF
IYR

348 hedge funds and large institutions have $5.1B invested in iShares US Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 114 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

27% more funds holding in top 10

Funds holding in top 10: 22 → 28 (+6)

6% more funds holding

Funds holding: 327 → 348 (+21)

4% more capital invested

Capital invested by funds: $4.91B → $5.1B (+$189M)

1% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 114

4.26% less ownership

Funds ownership: 103.51% → 99.25% (-4.3%)

69% less call options, than puts

Call options by funds: $1B | Put options by funds: $3.28B

Holders
348
Holders Change
+21
Holders Change %
+6.42%
% of All Funds
9.28%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.75%
New
59
Increased
115
Reduced
114
Closed
37
Calls
$1B
Puts
$3.28B
Net Calls
-$2.28B
Net Calls Change
-$598M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$173M
2
Citigroup
Citigroup
New York
+$103M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$96.6M
4
SIG
Senator Investment Group
New York
+$57.8M
5
B
Bailard
California
+$49.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$201M
2
UBS Group
UBS Group
Switzerland
-$171M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$90.4M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$87.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$73.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
JA
151
JOYN Advisors
Georgia
$1.68M +$500K +6,380 +46%
FA
152
FDx Advisors
Illinois
$1.66M +$1.58M +20,124 New
CANY
153
Caxton Associates (New York)
New York
$1.65M +$1.57M +20,000 New
CG
154
Colony Group
Massachusetts
$1.59M -$710K -9,059 -32%
Two Sigma Investments
155
Two Sigma Investments
New York
$1.59M +$1.52M +19,360 New
IG
156
ING Group
Netherlands
$1.58M +$470K +6,000 +45%
I2I
157
Insight 2811 Inc
Illinois
$1.54M +$1.47M +18,738 New
TAM
158
Tocqueville Asset Management
New York
$1.52M -$53.7K -685 -4%
TRCT
159
Tower Research Capital (TRC)
New York
$1.48M -$7.92M -101,011 -85%
Nomura Asset Management
160
Nomura Asset Management
Japan
$1.45M +$1.38M +17,600 New
SC
161
Selz Capital
New York
$1.43M +$1.36M +17,400 New
RCAG
162
Rehmann Capital Advisory Group
Michigan
$1.38M +$125K +1,590 +10%
1GA
163
1st Global Advisors
Texas
$1.38M +$193K +2,462 +17%
SIM
164
SSI Investment Management
California
$1.32M +$20.8K +265 +2%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$1.26M +$856K +10,917 +249%
FPA
166
Fieldpoint Private Advisors
New York
$1.24M – – –
SS
167
Simplicity Solutions
Minnesota
$1.2M -$155K -1,972 -12%
TFA
168
Transamerica Financial Advisors
Florida
$1.19M +$86K +1,097 +8%
FWM
169
Frontier Wealth Management
Missouri
$1.15M -$118K -1,509 -10%
ACM
170
Argentus Capital Management
Texas
$1.12M +$489K +6,238 +85%
WAM
171
Wealthspire Advisors (Maryland)
Maryland
$1.09M +$2.35K +30 +0.2%
WPW
172
Waldron Private Wealth
Pennsylvania
$1.02M – – –
RFC
173
Regions Financial Corp
Alabama
$1.02M +$45.1K +575 +5%
RGNCM
174
R.G. Niederhoffer Capital Management
New York
$997K +$948K +12,100 New
BTS
175
BB&T Securities
Virginia
$993K -$35.4K -452 -4%
5 6
7
8 9

IYR Hedge Fund Activity: Q2 2016 in Review

348 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2016, worth a combined $5.1B — up 3.8% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IYR positions and 37 closed out — a net gain of 22 holders — while 115 added to existing stakes and 114 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $173M. The largest seller was JP Morgan Chase, cutting an estimated $201M.

  • 348 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2016, up from 327 in Q1 2016.
  • Funds reported $5.1B of iShares US Real Estate ETF stock for Q2 2016, up 3.8% quarter-over-quarter.
  • 59 funds opened new iShares US Real Estate ETF positions in Q2 2016 and 37 closed out, a net change of +22 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2016 was Morgan Stanley, an estimated $173M added.
  • The largest iShares US Real Estate ETF seller in Q2 2016 was JP Morgan Chase, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2016.