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iShares US Real Estate ETF
IYR

Overview Fund Activity

362 hedge funds and large institutions have $4.15B invested in iShares US Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 141 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-25
Holders Change %
-6.46%
% of All Funds
8.31%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.34%
New
44
Increased
98
Reduced
141
Closed
67
Calls
$653M
Puts
$1.54B
Net Calls
-$887M
Net Calls Change
-$298M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$261M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$260M
3
N
Natixis
France
+$192M
4
Morgan Stanley
Morgan Stanley
New York
+$97M
5
Deutsche Bank
Deutsche Bank
Germany
+$73.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$124M
2
Wells Fargo
Wells Fargo
California
-$121M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$103M
4
Bank of America
Bank of America
North Carolina
-$99.3M
5
UBS Group
UBS Group
Switzerland
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
151
Shepherd Financial Partners
Massachusetts
$1.01M – – –
MCM
152
MV Capital Management
Maryland
$993K -$361K -4,788 -27%
MIAN
153
Mariner Independent Advisor Network
Kansas
$954K -$2.15M -28,529 -69%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$942K -$8.66M -114,664 -90%
JT
155
Jump Trading
Illinois
$938K -$80.4K -1,066 -8%
RFC
156
Regions Financial Corp
Alabama
$908K – – –
FPS
157
Fieldpoint Private Securities
Connecticut
$865K +$738K +9,775 +580%
CAL
158
Capital Advisors Ltd
Ohio
$860K +$22.9K +303 +3%
Nomura Asset Management
159
Nomura Asset Management
Japan
$853K +$385K +5,100 +82%
PFC
160
Phocas Financial Corp
California
$817K -$874K -10,786 Closed
SBWM
161
Sunflower Bank Wealth Management
Arizona
$793K -$32.4K -430 -4%
SFS
162
Sowell Financial Services
Arkansas
$791K +$135K +1,778 +21%
OC
163
Oppenheimer & Co
New York
$770K +$182K +2,408 +31%
HF
164
HRT Financial
New York
$743K +$743K +9,851 New
EVM
165
Eaton Vance Management
Massachusetts
$732K +$497K +6,582 +211%
FCC
166
Florin Court Capital
United Kingdom
$725K -$20.2M -267,000 -97%
LC
167
Landaas & Company
Wisconsin
$723K -$3.77K -50 -0.5%
FA
168
FMA Advisory
Pennsylvania
$708K -$24.8K -328 -3%
Marshall Wace
169
Marshall Wace
United Kingdom
$708K +$708K +9,378 New
William Blair & Company
170
William Blair & Company
Illinois
$702K -$102K -1,354 -13%
WPW
171
Waldron Private Wealth
Pennsylvania
$695K – – –
WAM
172
Wealthspire Advisors (Maryland)
Maryland
$690K -$14.2K -188 -2%
CAM
173
Covenant Asset Management
New Jersey
$672K -$22.6K -300 -3%
VFA
174
Voya Financial Advisors
Connecticut
$648K -$59.1K -783 -8%
SFA
175
Sequoia Financial Advisors
Ohio
$635K +$12.2K +162 +2%
5 6
7
8 9