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iShares US Real Estate ETF
IYR

Overview Fund Activity

429 hedge funds and large institutions have $5.36B invested in iShares US Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 125 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+38
Holders Change %
+9.72%
% of All Funds
7.61%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
80
Increased
125
Reduced
122
Closed
34
Calls
$506M
Puts
$810M
Net Calls
-$304M
Net Calls Change
-$302M

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.2B
2
CWM
CIBC World Markets
New York
$699M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$191M
4
USAA
United Services Automobile Association
Texas
$101M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$568M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$100M
2
UBS Group
UBS Group
Switzerland
$74.1M
3
Bank of America
Bank of America
North Carolina
$206M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$907K +$88.2K +1,030 +11%
OR
177
Olympiad Research
Connecticut
$881K -$420K -4,907 -32%
RIA
178
Regal Investment Advisors
Michigan
$859K +$859K +10,024 New
CG
179
Cynosure Group
Utah
$856K – – –
PFP
180
Pinnacle Financial Partners
Tennessee
$852K +$48.6K +580 +6%
BWA
181
Beam Wealth Advisors
Louisiana
$841K -$89K -1,038 -10%
FTUS
182
Flow Traders U.S.
New York
$799K -$1.69M -19,721 -68%
WPW
183
Waldron Private Wealth
Pennsylvania
$789K – – –
KP
184
Keel Point
Alabama
$745K +$60.9K +711 +9%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$731K +$366K +4,273 +100%
HB
186
Homrich & Berg
Georgia
$728K +$728K +8,505 New
1832 Asset Management
187
1832 Asset Management
Ontario, Canada
$715K +$392K +4,584 +121%
SCM
188
Symons Capital Management
Pennsylvania
$714K +$54.4K +635 +8%
LWM
189
Laidlaw Wealth Management
New York
$709K +$709K +8,278 New
FA
190
FMA Advisory
Pennsylvania
$707K -$30.1K -352 -4%
William Blair & Company
191
William Blair & Company
Illinois
$701K -$97.1K -1,134 -12%
OIA
192
OneDigital Investment Advisors
Kansas
$693K +$3.77K +44 +0.5%
BAM
193
Baldrige Asset Management
Pennsylvania
$687K -$20.5K -239 -3%
FRM
194
Fox Run Management
Connecticut
$685K -$300K -3,500 -30%
CAM
195
Covenant Asset Management
New Jersey
$685K – – –
SW
196
SlateStone Wealth
Florida
$678K -$124K -1,445 -15%
FI
197
FormulaFolio Investments
Michigan
$670K -$48.7K -569 -7%
HCP
198
Hexagon Capital Partners
Arkansas
$667K -$513 -6 -0.1%
GIA
199
Granite Investment Advisors
New Hampshire
$659K -$181K -2,116 -22%
CAM
200
CenterStar Asset Management
Illinois
$653K -$485K – –
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