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iShares US Real Estate ETF
IYR

Overview Fund Activity

445 hedge funds and large institutions have $2.87B invested in iShares US Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 124 increasing their positions, 172 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-51
Holders Change %
-10.28%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
59
Increased
124
Reduced
172
Closed
103
Calls
$746M
Puts
$909M
Net Calls
-$163M
Net Calls Change
+$318M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$399M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$85.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$127M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$60.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$54.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$190M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$62.2M
3
Goldman Sachs
Goldman Sachs
New York
$146M
4
B
Bailard
California
$1.03M
5
LPL Financial
LPL Financial
California
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
176
Bank Julius Baer & Co
Switzerland
$738K +$738K +14,385 New
William Blair & Company
177
William Blair & Company
Illinois
$736K -$141K -2,031 -16%
BFPW
178
BOK Financial Private Wealth
Colorado
$715K -$157K -2,257 -18%
PV
179
Private Vista
Illinois
$709K -$93.1K -1,336 -12%
TC
180
Trilogy Capital
California
$707K +$707K +9,421 New
TAIM
181
TD Ameritrade Investment Management
Nebraska
$704K +$162K +2,330 +30%
AIA
182
Avalon Investment & Advisory
Texas
$696K +$696K +10,000 New
SM
183
SG3 Management
Puerto Rico
$696K +$696K +10,000 New
CG
184
Cynosure Group
Utah
$696K +$696K +10,000 New
Comerica Bank
185
Comerica Bank
Texas
$692K -$271K -3,721 -28%
WEPOG
186
Wealth Enhancement & Preservation of GA
Georgia
$682K +$682K +10,121 New
ACP
187
Aveo Capital Partners
Colorado
$680K +$32.4K +466 +5%
LNC
188
Lincoln National Corp
Pennsylvania
$670K -$253K -3,633 -27%
GIA
189
Granite Investment Advisors
New Hampshire
$669K +$19.5K +281 +3%
MCM
190
MV Capital Management
Maryland
$665K -$152K -2,188 -19%
WG
191
Winton Group
United Kingdom
$648K -$618K -8,879 -49%
UAS
192
United Asset Strategies
New York
$642K +$10.5K +151 +2%
WPW
193
Waldron Private Wealth
Pennsylvania
$641K – – –
Credit Agricole
194
Credit Agricole
France
$632K +$345K +4,950 +120%
TAM
195
Third Avenue Management
New York
$627K +$627K +9,000 New
FA
196
FMA Advisory
Pennsylvania
$626K -$14.9K -214 -2%
JIP
197
Jaffetilchin Investment Partners
Florida
$625K -$3.55M -51,027 -85%
BWA
198
Beam Wealth Advisors
Louisiana
$605K +$605K +8,701 New
Brown Advisory
199
Brown Advisory
Maryland
$604K +$428K +6,147 +243%
VWM
200
Valley Wealth Managers
New Jersey
$596K -$2.23K -32 -0.4%
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