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iShares US Real Estate ETF

448 hedge funds and large institutions have $4.12B invested in iShares US Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 130 increasing their positions, 160 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

33% more capital invested

Capital invested by funds: $3.09B → $4.12B (+$1.03B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

4% more funds holding

Funds holding: 429448 (+19)

5.97% less ownership

Funds ownership: 88.57%82.6% (-6%)

19% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 160

51% less call options, than puts

Call options by funds: $786M | Put options by funds: $1.61B

Holders
448
Holders Change
+19
Holders Change %
+4.43%
% of All Funds
9.69%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.52%
New
76
Increased
130
Reduced
160
Closed
53
Calls
$786M
Puts
$1.61B
Net Calls
-$828M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Sepio Capital
Utah
$1.53M
H
152
HoyleCohen
California
$1.53M -$80.6K -975 -5%
PCM
153
Peak Capital Management
Colorado
$1.5M +$13.6K +164 +1%
HWA
154
HCR Wealth Advisors
California
$1.48M +$281K +3,400 +25%
SRC
155
Sage Rhino Capital
California
$1.47M +$1.4M +16,939 New
LS
156
Lattice Strategies
Pennsylvania
$1.46M -$52.9K -640 -4%
UCFA
157
United Capital Financial Advisors
Texas
$1.45M -$60K -725 -4%
SIM
158
SSI Investment Management
California
$1.42M -$3.64K -44 -0.3%
Calamos Advisors
159
Calamos Advisors
Illinois
$1.42M -$356K -4,300 -21%
MNG
160
Manning & Napier Group
New York
$1.41M
GT
161
Glenview Trust
Kentucky
$1.39M +$441K +5,338 +50%
AP
162
Agilis Partners
Massachusetts
$1.37M
Northern Trust
163
Northern Trust
Illinois
$1.35M -$8.27K -100 -0.6%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$1.33M +$221K +2,675 +21%
MCM
165
MAI Capital Management
Ohio
$1.28M -$79.6K -963 -6%
VC
166
Vicus Capital
Pennsylvania
$1.27M -$1.05M -12,705 -47%
WC
167
Whitnell & Co
Illinois
$1.24M -$40.2K -486 -3%
BFPW
168
BOK Financial Private Wealth
Colorado
$1.24M -$306K -3,700 -21%
Millennium Management
169
Millennium Management
New York
$1.24M +$173K +2,090 +17%
PCM
170
Penserra Capital Management
California
$1.19M +$1.13M +13,689 New
CG
171
Cutler Group
California
$1.19M +$1.13M +13,661 New
FWM
172
Frontier Wealth Management
Missouri
$1.17M -$21.8K -264 -2%
PWM
173
Perigon Wealth Management
California
$1.16M +$110K +1,330 +11%
Comerica Bank
174
Comerica Bank
Texas
$1.16M -$10.6K -128 -1%
SFP
175
Shepherd Financial Partners
Massachusetts
$1.14M -$7.03K -85 -0.6%

IYR Hedge Fund Activity: Q1 2019 in Review

448 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2019, worth a combined $4.12B — up 33% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IYR positions and 53 closed out — a net gain of 23 holders — while 130 added to existing stakes and 160 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $396M. The largest seller was Natixis, cutting an estimated $83M.

  • 448 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2019, up from 429 in Q4 2018.
  • Funds reported $4.12B of iShares US Real Estate ETF stock for Q1 2019, up 33% quarter-over-quarter.
  • 76 funds opened new iShares US Real Estate ETF positions in Q1 2019 and 53 closed out, a net change of +23 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2019 was Morgan Stanley, an estimated $396M added.
  • The largest iShares US Real Estate ETF seller in Q1 2019 was Natixis, an estimated $83M sold.

Based on aggregated 13F filings for Q1 2019.