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iShares US Real Estate ETF
IYR

Overview Fund Activity

383 hedge funds and large institutions have $4.52B invested in iShares US Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 81 increasing their positions, 148 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+21
Holders Change %
+5.8%
% of All Funds
8.78%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.32%
New
53
Increased
81
Reduced
148
Closed
32
Calls
$529M
Puts
$1.5B
Net Calls
-$966M
Net Calls Change
-$79.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$775M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$190M
3
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$121M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$201M
5
BCM
BlueCrest Capital Management
Jersey
$49.5M

Top Sellers

1
Citigroup
Citigroup
New York
$137M
2
Goldman Sachs
Goldman Sachs
New York
$355M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$295M
4
N
Natixis
France
$127M
5
TA
Teachers Advisors
New York
$806K
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
176
Waldron Private Wealth
Pennsylvania
$742K – – –
SBWM
177
Sunflower Bank Wealth Management
Arizona
$733K -$114K -1,420 -14%
LPC
178
Loeb Partners Corp
New York
$726K +$726K +9,000 New
CAM
179
Covenant Asset Management
New Jersey
$718K – – –
TFA
180
Transamerica Financial Advisors
Florida
$706K +$706K +8,758 +875,800%
DBRC
181
D.B. Root & Company
Pennsylvania
$701K +$701K +8,700 New
SFA
182
Sequoia Financial Advisors
Ohio
$682K +$4.19K +52 +0.6%
VFA
183
Voya Financial Advisors
Connecticut
$624K -$66.7K -830 -10%
SSG
184
Summit Securities Group
New York
$612K +$612K +7,600 New
MAP
185
Milestone Advisory Partners
North Carolina
$599K – – –
AWM
186
AE Wealth Management
Kansas
$596K -$61.8K -767 -9%
ACP
187
Aveo Capital Partners
Colorado
$582K -$33.3K -414 -5%
RFC
188
Regions Financial Corp
Alabama
$573K -$396K -4,920 -41%
SS
189
Simplicity Solutions
Minnesota
$570K -$25.2K -313 -4%
TL
190
TrueWealth LLC
Georgia
$564K -$113K -1,400 -17%
PNC
191
Park National Corp
Ohio
$554K – – –
BAC
192
Boys Arnold & Co
North Carolina
$548K -$32.3K -400 -6%
BCM
193
Bluefin Capital Management
New York
$548K +$548K +6,800 New
HSA
194
HBK Sorce Advisory
Pennsylvania
$547K -$36.6K -454 -6%
SFFS
195
Stonehage Fleming Financial Services
Jersey
$541K – – –
CCM
196
Colorado Capital Management
Colorado
$535K -$2.17K -27 -0.4%
ASN
197
Advisory Services Network
Georgia
$531K -$65.7K -815 -11%
PSUF
198
People's United Financial
Connecticut
$524K +$246 +2 +0%
LFAS
199
Level Four Advisory Services
Texas
$509K -$99.1K -1,230 -16%
SPIA
200
Steward Partners Investment Advisory
New York
$502K -$4.05M -50,229 -89%
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