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iShares US Real Estate ETF

416 hedge funds and large institutions have $2.88B invested in iShares US Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 177 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $2.87B → $2.88B (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

5.21% less ownership

Funds ownership: 93.77%88.56% (-5.2%)

7% less funds holding

Funds holding: 447416 (-31)

36% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 78

44% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 177

46% less call options, than puts

Call options by funds: $916M | Put options by funds: $1.7B

Holders
416
Holders Change
-31
Holders Change %
-6.94%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
50
Increased
99
Reduced
177
Closed
78
Calls
$916M
Puts
$1.7B
Net Calls
-$784M
Net Calls Change
-$621M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
176
Pinnacle Financial Partners (Tennessee)
Tennessee
$765K -$1.17M -15,496 -61%
GIA
177
Granite Investment Advisors
New Hampshire
$757K -$1.29K -17 -0.2%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$749K
AWM
179
AE Wealth Management
Kansas
$739K +$397K +5,237 +127%
LNC
180
Lincoln National Corp
Pennsylvania
$730K -$28.5K -376 -4%
WPW
181
Waldron Private Wealth
Pennsylvania
$726K
Marshall Wace
182
Marshall Wace
United Kingdom
$710K +$411K +5,421 +151%
AFG
183
Arkansas Financial Group
Arkansas
$701K +$340K +4,488 +102%
William Blair & Company
184
William Blair & Company
Illinois
$697K -$131K -1,725 -16%
FA
185
FMA Advisory
Pennsylvania
$697K -$11.4K -150 -2%
PWM
186
Perigon Wealth Management
California
$694K -$49.3K -650 -7%
CAGAS
187
Capital Advisory Group Advisory Services
Minnesota
$679K +$592K +7,805 +967%
VWM
188
Valley Wealth Managers
New Jersey
$671K -$3.79K -50 -0.6%
RIA
189
Regal Investment Advisors
Michigan
$667K +$642K +8,469 New
EVM
190
Eaton Vance Management
Massachusetts
$661K +$109K +1,438 +21%
CIBC World Market
191
CIBC World Market
Ontario, Canada
$655K -$241K -3,180 -28%
TAIM
192
TD Ameritrade Investment Management
Nebraska
$644K -$148K -1,957 -19%
BAM
193
Baldrige Asset Management
Pennsylvania
$639K +$15.4K +203 +3%
CAM
194
Covenant Asset Management
New Jersey
$630K -$36.4K -480 -6%
FAAS
195
First Allied Advisory Services
California
$630K +$32.2K +425 +6%
Jane Street
196
Jane Street
New York
$618K -$496K -6,550 -46%
CG
197
Cutler Group
California
$614K -$3.49M -46,097 -86%
ASN
198
Advisory Services Network
Georgia
$613K +$34.9K +460 +6%
DCM
199
Dimension Capital Management
Florida
$608K -$20.7K -273 -3%
SS
200
Simplicity Solutions
Minnesota
$605K +$333K +4,390 +134%

IYR Hedge Fund Activity: Q2 2020 in Review

416 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2020, worth a combined $2.88B — up 0.1% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of IYR and 50 opened new positions — a net loss of 28 holders — while 177 trimmed existing stakes and 99 added.

The largest buyer was Paloma Partners, adding an estimated $79.2M. The largest seller was Bank of America, cutting an estimated $164M.

  • 416 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2020, down from 447 in Q1 2020.
  • Funds reported $2.88B of iShares US Real Estate ETF stock for Q2 2020, up 0.1% quarter-over-quarter.
  • 50 funds opened new iShares US Real Estate ETF positions in Q2 2020 and 78 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2020 was Paloma Partners, an estimated $79.2M added.
  • The largest iShares US Real Estate ETF seller in Q2 2020 was Bank of America, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2020.