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iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.71% more ownership

Funds ownership: 148.18%219.9% (+72%)

17% more capital invested

Capital invested by funds: $6.65B → $7.78B (+$1.13B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.1B

1% less funds holding

Funds holding: 267265 (-2)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.69%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
176
City Holding Co
West Virginia
$393K +$401K +6,230 New
V
177
Veritable
Delaware
$388K
PP
178
PDT Partners
New York
$366K +$374K +5,800 New
SCM
179
Shelton Capital Management
Colorado
$361K -$9.53K -148 -3%
SSG
180
Summit Securities Group
New York
$353K -$547K -8,500 -60%
PA
181
Pinnacle Associates
New York
$350K -$1.16K -18 -0.3%
SI
182
SII Investments
Wisconsin
$350K +$51.3K +796 +17%
AL
183
Aspiriant LLC
California
$347K -$48.6M -754,932 -99%
BP
184
Banyan Partners
Florida
$344K -$82.8K -1,285 -19%
HCM
185
Hollencrest Capital Management
California
$328K +$336K +5,210 New
EWM
186
Elite Wealth Management
Washington
$325K +$332K +5,160 New
IA
187
IndexIQ Advisors
New York
$320K -$632K -9,820 -66%
CAL
188
Capital Advisors Ltd
Ohio
$319K +$326K +5,059 New
HW
189
Hancock Whitney
Mississippi
$314K -$106K -1,643 -25%
JIC
190
Johnson Investment Counsel
Ohio
$312K -$10.3K -160 -3%
TD Asset Management
191
TD Asset Management
Ontario, Canada
$309K
WC
192
Whitnell & Co
Illinois
$309K +$13K +202 +4%
LIA
193
LBMC Investment Advisors
Tennessee
$308K
FTI
194
Fiduciary Trust International
Massachusetts
$301K -$1.84M -28,524 -86%
NAM
195
NTV Asset Management
West Virginia
$297K +$129 +2 +0%
LIM
196
Leavell Investment Management
Alabama
$294K +$71.9K +1,116 +32%
BUB
197
BBVA USA Bancshares
Texas
$292K -$131K -2,041 -31%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$290K +$6.76K +105 +2%
BFEC
199
Benjamin F. Edwards & Company
Missouri
$286K +$9.21K +143 +3%
Verition Fund Management
200
Verition Fund Management
Connecticut
$284K +$289K +4,494 New

IYR Hedge Fund Activity: Q4 2013 in Review

265 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2013, worth a combined $7.78B — up 17% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 45 closed out — a net gain of 1 holder — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Citigroup, adding an estimated $660M. The largest seller was SG Americas Securities, cutting an estimated $80.1M.

  • 265 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $7.78B of iShares US Real Estate ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q4 2013 and 45 closed out, a net change of +1 holder.
  • The largest iShares US Real Estate ETF buyer in Q4 2013 was Citigroup, an estimated $660M added.
  • The largest iShares US Real Estate ETF seller in Q4 2013 was SG Americas Securities, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2013.