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iShares US Real Estate ETF

443 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.2% more ownership

Funds ownership: 82.6%90.8% (+8.2%)

5% more capital invested

Capital invested by funds: $4.12B → $4.32B (+$204M)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

1% less funds holding

Funds holding: 448443 (-5)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

16% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 164

33% less call options, than puts

Call options by funds: $861M | Put options by funds: $1.28B

Holders
443
Holders Change
-5
Holders Change %
-1.12%
% of All Funds
9.62%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
46
Increased
138
Reduced
164
Closed
44
Calls
$861M
Puts
$1.28B
Net Calls
-$420M
Net Calls Change
+$409M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
151
Wedbush Securities
California
$1.65M +$1.4K +16 +0.1%
KL
152
KWMG LLC
Kansas
$1.62M -$20.7K -236 -1%
WAM
153
Wolverine Asset Management
Illinois
$1.57M -$176K -2,005 -10%
SCM
154
Stevens Capital Management
Pennsylvania
$1.51M +$1.52M +17,316 New
TFA
155
Transamerica Financial Advisors
Florida
$1.51M +$1.51M +17,259 New
H
156
HoyleCohen
California
$1.5M -$33.3K -380 -2%
HWA
157
HCR Wealth Advisors
California
$1.49M +$2.19K +25 +0.1%
HF
158
HRT Financial
New York
$1.46M +$1.46M +16,686 New
SRC
159
Sage Rhino Capital
California
$1.44M -$42.9K -490 -3%
SIM
160
SSI Investment Management
California
$1.42M -$6.3K -72 -0.4%
CL
161
CPWM LLC
Washington
$1.38M -$180K -2,052 -11%
AP
162
Agilis Partners
Massachusetts
$1.37M
NA
163
Navellier & Associates
Nevada
$1.36M -$179K -2,039 -12%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$1.35M +$14.5K +166 +1%
FTS
165
Fifth Third Securities
Ohio
$1.35M +$1.35M +15,436 New
WA
166
WESPAC Advisors
California
$1.34M +$1.35M +15,398 New
GT
167
Glenview Trust
Kentucky
$1.34M -$48.8K -557 -3%
Northern Trust
168
Northern Trust
Illinois
$1.34M -$21K -240 -2%
UCFA
169
United Capital Financial Advisors
Texas
$1.32M -$127K -1,448 -9%
TSS
170
Two Sigma Securities
New York
$1.3M -$1.25M -14,254 -49%
WC
171
Whitnell & Co
Illinois
$1.25M
MCM
172
MAI Capital Management
Ohio
$1.24M -$42.3K -483 -3%
ST
173
Sentinel Trust
Texas
$1.21M -$2.24M -25,545 -65%
Comerica Bank
174
Comerica Bank
Texas
$1.18M
American Century Companies
175
American Century Companies
Missouri
$1.17M -$5.85M -66,871 -83%

IYR Hedge Fund Activity: Q2 2019 in Review

443 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2019, worth a combined $4.32B — up 5% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 44 closed out — a net gain of 2 holders — while 138 added to existing stakes and 164 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Morgan Stanley, cutting an estimated $156M.

  • 443 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2019, down from 448 in Q1 2019.
  • Funds reported $4.32B of iShares US Real Estate ETF stock for Q2 2019, up 5% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q2 2019 and 44 closed out, a net change of +2 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $243M added.
  • The largest iShares US Real Estate ETF seller in Q2 2019 was Morgan Stanley, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2019.