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iShares US Real Estate ETF
IYR

Overview Fund Activity

387 hedge funds and large institutions have $5.06B invested in iShares US Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
8.86%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.5%
New
54
Increased
113
Reduced
126
Closed
49
Calls
$499M
Puts
$1.6B
Net Calls
-$1.1B
Net Calls Change
-$132M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$350M
2
Goldman Sachs
Goldman Sachs
New York
$612M
3
Bank of America
Bank of America
North Carolina
$469M
4
UBS Group
UBS Group
Switzerland
$240M
5
LMIM
Lockheed Martin Investment Management
Maryland
$124M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$626M
3
N
Natixis
France
$3.76M
4
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$0
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
176
Salient Private Client
Texas
$876K -$44.6K -557 -5%
PFC
177
Phocas Financial Corp
California
$849K -$872K – –
MA
178
Mutual Advisors
Nebraska
$828K +$828K +10,351 New
DBRC
179
D.B. Root & Company
Pennsylvania
$821K +$125K +1,564 +18%
Walleye Trading
180
Walleye Trading
New York
$782K +$782K +9,776 New
Creative Planning
181
Creative Planning
Kansas
$754K -$38.7K -484 -5%
FA
182
FMA Advisory
Pennsylvania
$752K +$3.12K +39 +0.4%
WPW
183
Waldron Private Wealth
Pennsylvania
$737K – – –
LC
184
Landaas & Company
Wisconsin
$735K -$5.04K -63 -0.7%
SFA
185
Sequoia Financial Advisors
Ohio
$726K +$49.2K +615 +7%
SBWM
186
Sunflower Bank Wealth Management
Arizona
$718K -$9.2K -115 -1%
FAAS
187
First Allied Advisory Services
California
$714K +$266K +3,328 +59%
CAM
188
Covenant Asset Management
New Jersey
$713K – – –
BSAM
189
Blue Sky Asset Management
Colorado
$701K +$701K +8,764 New
William Blair & Company
190
William Blair & Company
Illinois
$685K -$128K -1,606 -16%
BFG
191
Barber Financial Group
Kansas
$681K +$681K +8,507 New
CFGS
192
Concourse Financial Group Securities
Alabama
$678K +$678K +8,388 New
KM
193
Kalos Management
Georgia
$668K -$442K -5,524 -40%
I2I
194
Insight 2811 Inc
Illinois
$660K +$660K +8,251 New
VFA
195
Voya Financial Advisors
Connecticut
$623K +$9.57K +121 +2%
AWM
196
AE Wealth Management
Kansas
$603K +$10.5K +131 +2%
MAP
197
Milestone Advisory Partners
North Carolina
$594K – – –
GI
198
Gradient Investments
Minnesota
$552K +$412K +4,043 +294%
RIA
199
Regal Investment Advisors
Michigan
$549K +$196K +2,452 +56%
PNC
200
Park National Corp
Ohio
$539K -$11.2K -140 -2%
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