IYR icon

iShares US Real Estate ETF
IYR

Overview Fund Activity

443 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-5
Holders Change %
-1.12%
% of All Funds
9.64%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
46
Increased
138
Reduced
164
Closed
44
Calls
$861M
Puts
$1.28B
Net Calls
-$420M
Net Calls Change
+$409M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$256M
2
UBS Group
UBS Group
Switzerland
$280M
3
B
Bailard
California
$58.2M
4
Twin Tree Management
Twin Tree Management
Texas
$46.5M
5
VF
Virtu Financial
New York
$36.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$379M
2
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$32.3M
3
FIA
Foundations Investment Advisors
Arizona
$524K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$242M
5
CS
Credit Suisse
Switzerland
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
176
M&T Bank
New York
$1.15M +$90.3K +1,035 +9%
SFP
177
Shepherd Financial Partners
Massachusetts
$1.14M -$3.84K -44 -0.3%
BFPW
178
BOK Financial Private Wealth
Colorado
$1.12M -$124K -1,420 -10%
MCM
179
MV Capital Management
Maryland
$1.07M -$5.5K -63 -0.5%
BAM
180
Belpointe Asset Management
Nevada
$1.06M +$1.06M +12,160 New
JIC
181
Johnson Investment Counsel
Ohio
$1.03M -$90.5K -1,037 -8%
MWM
182
Mission Wealth Management
California
$1.02M -$30.2K -346 -3%
PV
183
Private Vista
Illinois
$1.01M – – –
FPS
184
Fieldpoint Private Securities
Connecticut
$962K – – –
Calamos Advisors
185
Calamos Advisors
Illinois
$932K -$489K -5,600 -34%
SF
186
Synovus Financial
Georgia
$926K -$2.55M -29,142 -73%
FSA
187
Financial Sense Advisors
California
$923K -$55.1K -631 -6%
PFC
188
Phocas Financial Corp
California
$923K -$917K – –
Lido Advisors
189
Lido Advisors
California
$916K +$68.7K +787 +8%
BCM
190
Brookstone Capital Management
Illinois
$902K +$902K +10,331 New
SS
191
Simplicity Solutions
Minnesota
$884K +$543K +6,220 +159%
Creative Planning
192
Creative Planning
Kansas
$882K +$49.9K +571 +6%
SMFG
193
Sumitomo Mitsui Financial Group
Japan
$864K +$160K +1,832 +23%
William Blair & Company
194
William Blair & Company
Illinois
$858K +$18.4K +211 +2%
FA
195
FMA Advisory
Pennsylvania
$819K -$4.8K -55 -0.6%
DCM
196
Dimension Capital Management
Florida
$812K -$149K -1,709 -16%
Allianz Asset Management
197
Allianz Asset Management
Germany
$809K -$1.09M -12,523 -57%
PCM
198
Peak Capital Management
Colorado
$805K -$742K -8,248 -48%
WPW
199
Waldron Private Wealth
Pennsylvania
$804K – – –
ACP
200
Aveo Capital Partners
Colorado
$795K +$161K +1,806 +25%
6 7
8
9 10