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iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.71% more ownership

Funds ownership: 148.18%219.9% (+72%)

17% more capital invested

Capital invested by funds: $6.65B → $7.78B (+$1.13B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.1B

1% less funds holding

Funds holding: 267265 (-2)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.69%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
201
B. Riley Wealth Advisors
Florida
$283K +$31.6K +490 +12%
BAAM
202
Baker Avenue Asset Management
California
$281K -$102K -1,580 -26%
SCM
203
Southport Capital Management
Tennessee
$278K
PNC
204
Park National Corp
Ohio
$273K +$279K +4,335 New
FCI
205
Financial Counselors Inc
Kansas
$273K -$15.5K -241 -5%
LC
206
Lourd Capital
California
$270K
TIM
207
Tortoise Investment Management
New York
$264K +$20.3K +315 +8%
LPC
208
Loeb Partners Corp
New York
$252K
NCM
209
Narwhal Capital Management
Georgia
$252K
ACM
210
Azimuth Capital Management
Michigan
$249K
KeyBank National Association
211
KeyBank National Association
Ohio
$243K -$58.8K -913 -19%
AC
212
Alexandria Capital
Virginia
$238K +$7.73K +120 +3%
G
213
GlobalBridge
Minnesota
$237K +$243K +3,765 New
N
214
Nuveen
North Carolina
$237K +$243K +3,765 New
ACM
215
Aviance Capital Management
Florida
$224K -$186K -2,894 -45%
JA
216
JOYN Advisors
Georgia
$215K +$1.09K +17 +0.5%
TNB
217
Thomasville National Bank
Georgia
$215K +$219K +3,407 New
CWM
218
Concert Wealth Management
California
$212K -$48.8K -758 -18%
GT
219
Glenmede Trust
Pennsylvania
$189K
WTC
220
WhitTier Trust Company
Nevada
$172K +$143K +2,225 +445%
Creative Planning
221
Creative Planning
Kansas
$165K +$29.6K +460 +21%
Canada Life
222
Canada Life
Manitoba, Canada
$164K
WIM
223
Windhaven Investment Management
Massachusetts
$162K +$166K +2,570 New
FWM
224
Focused Wealth Management
New York
$157K -$75.2K -1,168 -32%
WRM
225
Westport Resources Management
Connecticut
$126K +$64.4K +1,000 +100%

IYR Hedge Fund Activity: Q4 2013 in Review

265 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2013, worth a combined $7.78B — up 17% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 45 closed out — a net gain of 1 holder — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Citigroup, adding an estimated $660M. The largest seller was SG Americas Securities, cutting an estimated $80.1M.

  • 265 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $7.78B of iShares US Real Estate ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q4 2013 and 45 closed out, a net change of +1 holder.
  • The largest iShares US Real Estate ETF buyer in Q4 2013 was Citigroup, an estimated $660M added.
  • The largest iShares US Real Estate ETF seller in Q4 2013 was SG Americas Securities, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2013.