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iShares US Real Estate ETF

299 hedge funds and large institutions have $9.84B invested in iShares US Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

1% more funds holding

Funds holding: 296299 (+3)

1% more capital invested

Capital invested by funds: $9.75B → $9.84B (+$89.1M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

21.63% less ownership

Funds ownership: 217.61%195.98% (-22%)

52% less call options, than puts

Call options by funds: $813M | Put options by funds: $1.71B

Holders
299
Holders Change
+3
Holders Change %
+1.01%
% of All Funds
8.59%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.63%
New
35
Increased
111
Reduced
100
Closed
30
Calls
$813M
Puts
$1.71B
Net Calls
-$898M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
176
Wedbush Securities
California
$676K -$47.8K -679 -7%
SCM
177
Shelton Capital Management
Colorado
$648K +$220K +3,128 +53%
MCM
178
Maryland Capital Management
Maryland
$615K -$52.8K -750 -8%
QC
179
QCM Cayman
Texas
$604K +$593K +8,414 New
TC
180
Telemus Capital
Michigan
$593K +$582K +8,267 New
AA
181
AlphaMark Advisors
Kentucky
$590K -$17.6K -250 -3%
PPA
182
Parametric Portfolio Associates
Washington
$584K +$12.5K +178 +2%
Creative Planning
183
Creative Planning
Kansas
$541K +$195K +2,763 +58%
PFA
184
Pure Financial Advisors
California
$526K -$3.59K -51 -0.7%
CPO
185
Cerity Partners OCIO
New York
$515K +$1.55K +22 +0.3%
GMI
186
Greystone Managed Investments
Saskatchewan, Canada
$506K
FWCM
187
Ferguson Wellman Capital Management
Oregon
$506K +$7.75K +110 +2%
DADC
188
D.A. Davidson & Co
Montana
$495K -$4.22K -60 -0.9%
ANB
189
Amarillo National Bank
Texas
$493K
1GA
190
1st Global Advisors
Texas
$483K
BIM
191
BlackRock Investment Management
Delaware
$482K -$1.77M -25,096 -79%
MIAN
192
Mariner Independent Advisor Network
Kansas
$481K +$472K +6,704 New
HighTower Advisors
193
HighTower Advisors
Illinois
$473K +$62.7K +890 +16%
PP
194
Patten & Patten
Tennessee
$457K -$70.4K -1,000 -14%
PSW
195
Portfolio Strategies (Washington)
Washington
$450K +$6.34K +90 +1%
CHC
196
City Holding Co
West Virginia
$447K
V
197
Veritable
Delaware
$433K +$211 +3 +0%
TC
198
TradeLink Capital
Illinois
$421K +$413K +5,868 New
UBS AM
199
UBS AM
Illinois
$416K -$134K -1,900 -25%
OC
200
Oppenheimer & Co
New York
$414K +$15.4K +218 +4%

IYR Hedge Fund Activity: Q2 2014 in Review

299 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2014, worth a combined $9.84B — up 0.91% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYR positions and 30 closed out — a net gain of 5 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $325M. The largest seller was Deutsche Bank, cutting an estimated $444M.

  • 299 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2014, up from 296 in Q1 2014.
  • Funds reported $9.84B of iShares US Real Estate ETF stock for Q2 2014, up 0.91% quarter-over-quarter.
  • 35 funds opened new iShares US Real Estate ETF positions in Q2 2014 and 30 closed out, a net change of +5 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2014 was Bank of America, an estimated $325M added.
  • The largest iShares US Real Estate ETF seller in Q2 2014 was Deutsche Bank, an estimated $444M sold.

Based on aggregated 13F filings for Q2 2014.