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iShares US Real Estate ETF
IYR

Overview Fund Activity

364 hedge funds and large institutions have $4.42B invested in iShares US Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 114 increasing their positions, 118 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+18
Holders Change %
+5.2%
% of All Funds
9.11%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.48%
New
81
Increased
114
Reduced
118
Closed
59
Calls
$1.04B
Puts
$2.5B
Net Calls
-$1.46B
Net Calls Change
-$61.9M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$265M
2
UBS Group
UBS Group
Switzerland
$380M
3
Morgan Stanley
Morgan Stanley
New York
$478M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$164M
5
Bank of America
Bank of America
North Carolina
$407M

Top Sellers

1
Citigroup
Citigroup
New York
$234M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
3
Goldman Sachs
Goldman Sachs
New York
$355M
4
QIM
Quantitative Investment Management
Virginia
$0
5
LPL Financial
LPL Financial
California
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
151
First Heartland Consultants
Missouri
$1.29M -$3.04M -39,448 -70%
WAM
152
Wealthspire Advisors (Maryland)
Maryland
$1.29M -$60.7K -789 -5%
FPA
153
Fieldpoint Private Advisors
New York
$1.16M – – –
ACM
154
Adelante Capital Management
California
$1.08M +$1.08M +14,010 New
FWM
155
Frontier Wealth Management
Missouri
$1.06M -$15.2K -197 -1%
Creative Planning
156
Creative Planning
Kansas
$1.05M +$101K +1,308 +11%
APP
157
Avantax Planning Partners
Iowa
$1.04M +$1.04M +13,535 New
UOC
158
UBS O'Connor
Illinois
$1M +$1M +13,017 New
VEA
159
Virtus ETF Advisers
New York
$978K +$978K +12,711 New
BTS
160
BB&T Securities
Virginia
$967K – – –
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$953K -$18.1K -235 -2%
FTS
162
Fifth Third Securities
Ohio
$934K +$934K +12,149 New
JG
163
Jefferies Group
New York
$908K -$1.09M -14,205 -55%
NFG
164
Next Financial Group
Texas
$906K +$84.3K +1,096 +10%
RFC
165
Regions Financial Corp
Alabama
$899K -$53.7K -698 -6%
BIM
166
BlackRock Investment Management
Delaware
$884K +$50.7K +658 +6%
ST
167
Smithfield Trust
Pennsylvania
$875K +$855K +11,105 +4,206%
SBWM
168
Sunflower Bank Wealth Management
Arizona
$873K -$1.84M -23,895 -68%
DBIA
169
Dumont & Blake Investment Advisors
New Jersey
$857K +$4.62K +60 +0.5%
NPC
170
National Planning Corporation
California
$830K -$508K -6,604 -38%
PFC
171
Phocas Financial Corp
California
$823K +$823K +10,698 New
MIAN
172
Mariner Independent Advisor Network
Kansas
$819K -$3.09M -40,223 -79%
CAM
173
Covenant Asset Management
New Jersey
$799K +$799K +10,390 New
SCM
174
Shelton Capital Management
Colorado
$776K +$6.62K +86 +0.9%
RWM
175
Ritholtz Wealth Management
New York
$759K +$759K +9,865 New
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