iShares US Real Estate ETF
IYR
324 hedge funds and large institutions have $5.77B invested in iShares US Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 99 reducing their positions, and 35 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 9 → 18 (+9)
57% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 35
13% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 99
6% more funds holding
Funds holding: 305 → 324 (+19)
3% less capital invested
Capital invested by funds: $5.96B → $5.77B (-$191M)
25.6% less ownership
Funds ownership: 151.18% → 125.59% (-26%)
67% less call options, than puts
Call options by funds: $491M | Put options by funds: $1.49B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$91M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$66.1M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$60.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$56M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$678M |
| 2 |
Citigroup
New York
|
-$127M |
| 3 |
Barclays
London,
United Kingdom
|
-$112M |
| 4 |
Goldman Sachs
New York
|
-$61.1M |
| 5 |
SC
Sculptor Capital
New York
|
-$32.9M |
IYR Hedge Fund Activity: Q4 2015 in Review
324 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2015, worth a combined $5.77B — down 3.2% from $5.96B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new IYR positions and 35 closed out — a net gain of 20 holders — while 112 added to existing stakes and 99 trimmed.
The largest buyer was UBS Group, adding an estimated $91M. The largest seller was Bank of America, cutting an estimated $678M.
- 324 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2015, up from 305 in Q3 2015.
- Funds reported $5.77B of iShares US Real Estate ETF stock for Q4 2015, down 3.2% quarter-over-quarter.
- 55 funds opened new iShares US Real Estate ETF positions in Q4 2015 and 35 closed out, a net change of +20 holders.
- The largest iShares US Real Estate ETF buyer in Q4 2015 was UBS Group, an estimated $91M added.
- The largest iShares US Real Estate ETF seller in Q4 2015 was Bank of America, an estimated $678M sold.
Based on aggregated 13F filings for Q4 2015.