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iShares US Real Estate ETF
IYR

429 hedge funds and large institutions have $3.09B invested in iShares US Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 102 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 48

11% more funds holding

Funds holding: 387 → 429 (+42)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

24.19% less ownership

Funds ownership: 112.76% → 88.57% (-24%)

33% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 152

39% less capital invested

Capital invested by funds: $5.06B → $3.09B (-$1.97B)

65% less call options, than puts

Call options by funds: $570M | Put options by funds: $1.63B

Holders
429
Holders Change
+42
Holders Change %
+10.85%
% of All Funds
9.56%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.49%
New
97
Increased
102
Reduced
152
Closed
48
Calls
$570M
Puts
$1.63B
Net Calls
-$1.06B
Net Calls Change
+$42.1M

Top Buyers

Rank Fund Capital Flow
1
N
Natixis
France
+$78M
2
SG Americas Securities
SG Americas Securities
New York
+$55.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$41.5M
4
FIA
Foundations Investment Advisors
Arizona
+$38.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$510M
2
Goldman Sachs
Goldman Sachs
New York
-$448M
3
JP Morgan Chase
JP Morgan Chase
New York
-$332M
4
Bank of America
Bank of America
North Carolina
-$187M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$153M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
176
MV Capital Management
Maryland
$1.01M +$46.4K +591 +5%
CAL
177
Capital Advisors Ltd
Ohio
$991K +$154K +1,956 +17%
SFP
178
Shepherd Financial Partners
Massachusetts
$990K -$864 -11 -0.1%
PWM
179
Perigon Wealth Management
California
$981K +$40.1K +510 +4%
FSA
180
Financial Sense Advisors
California
$979K -$289K -3,679 -22%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$943K +$989K +12,590 New
PFC
182
Phocas Financial Corp
California
$933K – – –
MWM
183
Mission Wealth Management
California
$931K -$138K -1,759 -12%
Renaissance Technologies
184
Renaissance Technologies
New York
$914K +$959K +12,200 New
Millennium Management
185
Millennium Management
New York
$908K -$1.61M -20,499 -63%
VWM
186
Valley Wealth Managers
New Jersey
$867K +$909K +11,570 New
CFGS
187
Concourse Financial Group Securities
Alabama
$837K +$219K +2,785 +33%
DCM
188
Dimension Capital Management
Florida
$834K -$246K -3,135 -22%
CWM
189
Cahaba Wealth Management
Georgia
$830K -$176K -2,242 -17%
FPS
190
Fieldpoint Private Securities
Connecticut
$825K – – –
Creative Planning
191
Creative Planning
Kansas
$801K +$99.6K +1,267 +13%
GT
192
Glenview Trust
Kentucky
$793K +$596K +7,590 +254%
SCCM
193
Schafer Cullen Capital Management
New York
$755K +$792K +10,080 New
WWM
194
Western Wealth Management
Colorado
$755K +$792K +10,081 New
BFM
195
Boothbay Fund Management
New York
$754K -$2.2M -27,940 -74%
CAM
196
Covenant Asset Management
New Jersey
$713K – – –
FA
197
FMA Advisory
Pennsylvania
$709K +$4.71K +60 +0.6%
William Blair & Company
198
William Blair & Company
Illinois
$708K +$69.8K +888 +10%
IP
199
Interval Partners
New York
$706K -$2.4M -30,574 -76%
WPW
200
Waldron Private Wealth
Pennsylvania
$690K – – –
6 7
8
9 10

IYR Hedge Fund Activity: Q4 2018 in Review

429 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2018, worth a combined $3.09B — down 39% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IYR positions and 48 closed out — a net gain of 49 holders — while 102 added to existing stakes and 152 trimmed.

The largest buyer was Natixis, adding an estimated $78M. The largest seller was Morgan Stanley, cutting an estimated $510M.

  • 429 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2018, up from 387 in Q3 2018.
  • Funds reported $3.09B of iShares US Real Estate ETF stock for Q4 2018, down 39% quarter-over-quarter.
  • 97 funds opened new iShares US Real Estate ETF positions in Q4 2018 and 48 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2018 was Natixis, an estimated $78M added.
  • The largest iShares US Real Estate ETF seller in Q4 2018 was Morgan Stanley, an estimated $510M sold.

Based on aggregated 13F filings for Q4 2018.