iShares US Real Estate ETF
346 hedge funds and large institutions have $4.92B invested in iShares US Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 140 increasing their positions, 104 reducing their positions, and 43 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 104
1.93% more ownership
Funds ownership: 99.25% → 101.18% (+1.9%)
9% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 43
1% less funds holding
Funds holding: 348 → 346 (-2)
4% less capital invested
Capital invested by funds: $5.1B → $4.92B (-$180M)
32% less funds holding in top 10
Funds holding in top 10: 28 → 19 (-9)
53% less call options, than puts
Call options by funds: $1.23B | Put options by funds: $2.63B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$148M |
| 2 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$67.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$63.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$52.2M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$218M |
| 2 |
Barclays
London,
United Kingdom
|
-$86.1M |
| 3 |
JP Morgan Chase
New York
|
-$77M |
| 4 |
SIG
Senator Investment Group
New York
|
-$60.8M |
| 5 |
B
Bailard
Foster City,
California
|
-$51.8M |
IYR Hedge Fund Activity: Q3 2016 in Review
346 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2016, worth a combined $4.92B — down 3.5% from $5.1B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IYR positions and 43 closed out — a net gain of 4 holders — while 140 added to existing stakes and 104 trimmed.
The largest buyer was Citigroup, adding an estimated $148M. The largest seller was Goldman Sachs, cutting an estimated $218M.
- 346 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2016, down from 348 in Q2 2016.
- Funds reported $4.92B of iShares US Real Estate ETF stock for Q3 2016, down 3.5% quarter-over-quarter.
- 47 funds opened new iShares US Real Estate ETF positions in Q3 2016 and 43 closed out, a net change of +4 holders.
- The largest iShares US Real Estate ETF buyer in Q3 2016 was Citigroup, an estimated $148M added.
- The largest iShares US Real Estate ETF seller in Q3 2016 was Goldman Sachs, an estimated $218M sold.
Based on aggregated 13F filings for Q3 2016.