We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

299 hedge funds and large institutions have $9.84B invested in iShares US Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

1% more funds holding

Funds holding: 296299 (+3)

1% more capital invested

Capital invested by funds: $9.75B → $9.84B (+$89.1M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

21.63% less ownership

Funds ownership: 217.61%195.98% (-22%)

52% less call options, than puts

Call options by funds: $813M | Put options by funds: $1.71B

Holders
299
Holders Change
+3
Holders Change %
+1.01%
% of All Funds
8.59%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.63%
New
35
Increased
111
Reduced
100
Closed
30
Calls
$813M
Puts
$1.71B
Net Calls
-$898M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$397K +$70 +1 +0%
PNC
202
Park National Corp
Ohio
$391K +$23K +326 +6%
FA
203
FDx Advisors
Illinois
$380K +$372K +5,287 New
CAL
204
Capital Advisors Ltd
Ohio
$374K
HCM
205
Hollencrest Capital Management
California
$374K
KFS
206
KMS Financial Services
Washington
$370K -$783K -11,124 -68%
PA
207
Pinnacle Associates
New York
$364K -$28.2K -400 -7%
JIP
208
Jaffetilchin Investment Partners
Florida
$364K +$37.3K +530 +12%
BFEC
209
Benjamin F. Edwards & Company
Missouri
$357K +$10.2K +145 +3%
WC
210
Whitnell & Co
Illinois
$355K -$14.8K -210 -4%
LIA
211
LBMC Investment Advisors
Tennessee
$350K
OCM
212
One Capital Management
California
$346K +$9.15K +130 +3%
CWM
213
Concert Wealth Management
California
$346K +$130K +1,843 +58%
CWP
214
Capital Wealth Planning
Florida
$342K
SI
215
SII Investments
Wisconsin
$341K -$68.9K -979 -17%
HW
216
Hancock Whitney
Mississippi
$341K
LIM
217
Leavell Investment Management
Alabama
$331K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$327K -$2.75K -39 -0.8%
SCM
219
Southport Capital Management
Tennessee
$317K
LC
220
Lourd Capital
California
$307K
Fidelity Investments
221
Fidelity Investments
Massachusetts
$294K +$44.9K +638 +18%
CNB
222
City National Bank
California
$287K -$49.7K -706 -15%
NCM
223
Narwhal Capital Management
Georgia
$287K
VAM
224
Visionary Asset Management
Texas
$286K -$69.4K -986 -20%
ACM
225
Azimuth Capital Management
Michigan
$284K

IYR Hedge Fund Activity: Q2 2014 in Review

299 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2014, worth a combined $9.84B — up 0.91% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYR positions and 30 closed out — a net gain of 5 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $325M. The largest seller was Deutsche Bank, cutting an estimated $444M.

  • 299 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2014, up from 296 in Q1 2014.
  • Funds reported $9.84B of iShares US Real Estate ETF stock for Q2 2014, up 0.91% quarter-over-quarter.
  • 35 funds opened new iShares US Real Estate ETF positions in Q2 2014 and 30 closed out, a net change of +5 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2014 was Bank of America, an estimated $325M added.
  • The largest iShares US Real Estate ETF seller in Q2 2014 was Deutsche Bank, an estimated $444M sold.

Based on aggregated 13F filings for Q2 2014.