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iShares US Real Estate ETF
IYR

345 hedge funds and large institutions have $4.53B invested in iShares US Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

1% more funds holding

Funds holding: 341 → 345 (+4)

5.18% less ownership

Funds ownership: 103.84% → 98.66% (-5.2%)

7% less capital invested

Capital invested by funds: $4.89B → $4.53B (-$356M)

19% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $1.45B

20% less funds holding in top 10

Funds holding in top 10: 20 → 16 (-4)

22% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 127

Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
8.6%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
37
Increased
99
Reduced
127
Closed
31
Calls
$1.18B
Puts
$1.45B
Net Calls
-$270M
Net Calls Change
+$1.02B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$186M
2
Bank of America
Bank of America
North Carolina
+$43.2M
3
QIM
Quantitative Investment Management
Virginia
+$30.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23M
5
N
Natixis
France
+$15.2M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$178M
2
JP Morgan Chase
JP Morgan Chase
New York
-$175M
3
CS
Credit Suisse
Switzerland
-$48.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$47.7M
5
Goldman Sachs
Goldman Sachs
New York
-$46.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
176
Voya Financial Advisors
Connecticut
$767K +$67.6K +850 +10%
CAL
177
Capital Advisors Ltd
Ohio
$762K – – –
LFAS
178
Level Four Advisory Services
Texas
$739K – – –
SCM
179
Shelton Capital Management
Colorado
$739K +$3.18K +40 +0.4%
WPW
180
Waldron Private Wealth
Pennsylvania
$735K – – –
CAM
181
Covenant Asset Management
New Jersey
$726K – – –
ZIC
182
ZWJ Investment Counsel
Georgia
$718K – – –
William Blair & Company
183
William Blair & Company
Illinois
$697K -$1.57M -19,775 -69%
V
184
Veritable
Delaware
$695K – – –
BTS
185
BB&T Securities
Virginia
$692K +$365K +4,589 +112%
ACP
186
Aveo Capital Partners
Colorado
$641K +$4.38K +55 +0.7%
AI
187
Atria Investments
North Carolina
$629K -$37.6K -473 -6%
SFA
188
Sequoia Financial Advisors
Ohio
$617K -$20.2K -254 -3%
ASN
189
Advisory Services Network
Georgia
$611K +$186K +2,335 +44%
GWM
190
Geneos Wealth Management
Colorado
$608K +$7.64K +96 +1%
HIM
191
Hutchens Investment Management
New Hampshire
$606K – – –
1GA
192
1st Global Advisors
Texas
$602K – – –
FHC
193
First Heartland Consultants
Missouri
$552K -$12K -151 -2%
CCM
194
Colorado Capital Management
Colorado
$547K -$60.1K -755 -10%
PGFC
195
Peapack-Gladstone Financial Corp
New Jersey
$521K – – –
Brown Advisory
196
Brown Advisory
Maryland
$517K -$68.2K -857 -12%
CHC
197
City Holding Co
West Virginia
$497K – – –
HSA
198
HBK Sorce Advisory
Pennsylvania
$488K +$11.2K +141 +2%
SS
199
Simplicity Solutions
Minnesota
$483K -$68K -855 -12%
WS
200
Wedbush Securities
California
$479K – – –
6 7
8
9 10

IYR Hedge Fund Activity: Q2 2017 in Review

345 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2017, worth a combined $4.53B — down 7.3% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IYR positions and 31 closed out — a net gain of 6 holders — while 99 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $186M. The largest seller was UBS Group, cutting an estimated $178M.

  • 345 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2017, up from 341 in Q1 2017.
  • Funds reported $4.53B of iShares US Real Estate ETF stock for Q2 2017, down 7.3% quarter-over-quarter.
  • 37 funds opened new iShares US Real Estate ETF positions in Q2 2017 and 31 closed out, a net change of +6 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2017 was Morgan Stanley, an estimated $186M added.
  • The largest iShares US Real Estate ETF seller in Q2 2017 was UBS Group, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2017.