IYR icon

iShares US Real Estate ETF
IYR

Overview Fund Activity

356 hedge funds and large institutions have $4.03B invested in iShares US Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+11
Holders Change %
+3.19%
% of All Funds
8.89%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.5%
New
52
Increased
109
Reduced
115
Closed
37
Calls
$1.39B
Puts
$1.4B
Net Calls
-$12.8M
Net Calls Change
+$258M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$226M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$232M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$52.4M
4
Citigroup
4
Citigroup
New York
$236M
5
BCM
5
BlueCrest Capital Management
Jersey
$26M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$343M
2
Goldman Sachs
2
Goldman Sachs
New York
$247M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.67M
4
UBS Group
4
UBS Group
Switzerland
$216M
5
Bank of America
5
Bank of America
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIC
176
ZWJ Investment Counsel
Georgia
$719K – – –
Creative Planning
177
Creative Planning
Kansas
$708K -$182K -2,280 -20%
V
178
Veritable
Delaware
$696K – – –
KA
179
Kovack Advisors
Florida
$690K +$338K +4,229 +96%
FA
180
FMA Advisory
Pennsylvania
$680K -$33.8K -423 -5%
FHC
181
First Heartland Consultants
Missouri
$680K +$127K +1,596 +23%
SFA
182
Sequoia Financial Advisors
Ohio
$658K +$40.3K +504 +7%
AI
183
Atria Investments
North Carolina
$650K +$20.6K +258 +3%
ASN
184
Advisory Services Network
Georgia
$637K +$25.9K +324 +4%
BAC
185
Boys Arnold & Co
North Carolina
$623K -$151K -1,887 -19%
LFAS
186
Level Four Advisory Services
Texas
$621K -$131K -1,635 -17%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$615K -$3.3M -41,387 -84%
ACP
188
Aveo Capital Partners
Colorado
$591K -$50.6K -634 -8%
APP
189
Avantax Planning Partners
Iowa
$581K -$467K -5,850 -45%
TCM
190
Twele Capital Management
Minnesota
$577K +$577K +7,225 New
SFS
191
Sowell Financial Services
Arkansas
$561K +$314K +3,930 +127%
PWM
192
Perigon Wealth Management
California
$560K +$292K +3,656 +109%
SPIA
193
Steward Partners Investment Advisory
New York
$554K +$465K +5,828 +524%
BTS
194
BB&T Securities
Virginia
$551K -$141K -1,774 -20%
CCM
195
Colorado Capital Management
Colorado
$540K -$7.26K -91 -1%
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$539K +$539K +6,747 New
SFFS
197
Stonehage Fleming Financial Services
Jersey
$537K +$537K +6,724 New
Brown Advisory
198
Brown Advisory
Maryland
$536K +$18.4K +231 +4%
PGFC
199
Peapack-Gladstone Financial Corp
New Jersey
$522K – – –
HIM
200
Hutchens Investment Management
New Hampshire
$519K -$87.8K -1,100 -14%
6 7
8
9 10