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iShares US Real Estate ETF
IYR

Overview Fund Activity

362 hedge funds and large institutions have $4.15B invested in iShares US Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 141 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-25
Holders Change %
-6.46%
% of All Funds
8.31%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.34%
New
44
Increased
98
Reduced
141
Closed
67
Calls
$653M
Puts
$1.54B
Net Calls
-$887M
Net Calls Change
-$298M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$261M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$260M
3
N
Natixis
France
+$192M
4
Morgan Stanley
Morgan Stanley
New York
+$97M
5
Deutsche Bank
Deutsche Bank
Germany
+$73.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$124M
2
Wells Fargo
Wells Fargo
California
-$121M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$103M
4
Bank of America
Bank of America
North Carolina
-$99.3M
5
UBS Group
UBS Group
Switzerland
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
176
TrueWealth LLC
Georgia
$634K +$56.5K +748 +10%
AWM
177
AE Wealth Management
Kansas
$617K -$39.8K -527 -6%
PVH
178
Psagot Value Holdings
Israel
$595K -$12.8K -170 -2%
ACP
179
Aveo Capital Partners
Colorado
$577K +$21.3K +282 +4%
LFAS
180
Level Four Advisory Services
Texas
$570K -$10.9K -145 -2%
MAP
181
Milestone Advisory Partners
North Carolina
$561K – – –
ASN
182
Advisory Services Network
Georgia
$559K -$29.7K -393 -5%
SS
183
Simplicity Solutions
Minnesota
$558K -$411K -5,448 -42%
HSA
184
HBK Sorce Advisory
Pennsylvania
$551K +$64.2K +844 +13%
APP
185
Avantax Planning Partners
Iowa
$549K – – –
BAC
186
Boys Arnold & Co
North Carolina
$532K -$44.4K -600 -8%
PNC
187
Park National Corp
Ohio
$518K +$518K +6,870 New
NFG
188
Next Financial Group
Texas
$510K +$510K +6,764 New
SFFS
189
Stonehage Fleming Financial Services
Jersey
$508K – – –
CCM
190
Colorado Capital Management
Colorado
$503K +$905 +12 +0.2%
AllianceBernstein
191
AllianceBernstein
Tennessee
$496K -$521K -6,898 -51%
LPT
192
Legacy Private Trust
Wisconsin
$450K +$450K +5,958 New
FAAS
193
First Allied Advisory Services
California
$447K +$120K +1,591 +37%
APG
194
Abacus Planning Group
South Carolina
$444K -$1.81K -24 -0.4%
NB
195
Northwest Bancshares
Pennsylvania
$438K -$156K -2,068 -26%
CMP
196
Courage Miller Partners
Virginia
$426K +$44.9K +595 +12%
CFG
197
Citizens Financial Group
Rhode Island
$422K – – –
CPO
198
Cerity Partners OCIO
New York
$417K -$226 -3 -0.1%
HNB
199
Huntington National Bank
Ohio
$414K -$500K – –
BJ
200
Brouwer & Janachowski
California
$409K -$1.11M -14,746 -73%
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