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iShares US Real Estate ETF
IYR

Overview Fund Activity

292 hedge funds and large institutions have $9.44B invested in iShares US Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-7
Holders Change %
-2.34%
% of All Funds
8.48%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
29
Increased
103
Reduced
101
Closed
34
Calls
$899M
Puts
$2.21B
Net Calls
-$1.31B
Net Calls Change
-$411M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.01B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$190M
4
CS
4
Credit Suisse
Switzerland
$699M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$165M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$815M
3
Barclays
3
Barclays
United Kingdom
$178M
4
Citigroup
4
Citigroup
New York
$809M
5
UOTTAIMCU
5
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
201
TD Asset Management
Ontario, Canada
$357K +$122K +1,757 +52%
FA
202
FDx Advisors
Illinois
$355K -$11.2K -161 -3%
JIP
203
Jaffetilchin Investment Partners
Florida
$354K +$3.32K +48 +0.9%
BFEC
204
Benjamin F. Edwards & Company
Missouri
$354K +$9.82K +142 +3%
ICM
205
Ionic Capital Management
New York
$346K +$291K +4,216 +534%
WC
206
Whitnell & Co
Illinois
$343K – – –
LIA
207
LBMC Investment Advisors
Tennessee
$338K – – –
SI
208
SII Investments
Wisconsin
$333K +$1.6K +23 +0.5%
PA
209
Pinnacle Associates
New York
$330K -$20.7K -300 -6%
BA
210
BlackRock Advisors
Delaware
$330K +$195K +2,815 +144%
CWP
211
Capital Wealth Planning
Florida
$329K – – –
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$328K +$12.1K +175 +4%
CWM
213
Concert Wealth Management
California
$324K -$21.6K -312 -6%
UBS AM
214
UBS AM
Illinois
$318K -$83K -1,200 -21%
OCM
215
One Capital Management
California
$317K -$17K -245 -5%
LIM
216
Leavell Investment Management
Alabama
$317K -$2.42K -35 -0.8%
OC
217
Oppenheimer & Co
New York
$307K -$92.5K -1,335 -23%
SCM
218
Southport Capital Management
Tennessee
$305K – – –
VAM
219
Visionary Asset Management
Texas
$294K +$18.2K +263 +7%
Fidelity Investments
220
Fidelity Investments
Massachusetts
$287K +$2.91K +42 +1%
NCM
221
Narwhal Capital Management
Georgia
$277K – – –
LC
222
Lourd Capital
California
$275K -$21K -303 -7%
ACM
223
Azimuth Capital Management
Michigan
$273K – – –
BAAM
224
Baker Avenue Asset Management
California
$267K +$276 +4 +0.1%
SYBT
225
Stock Yards Bank & Trust
Kentucky
$262K +$1.18K +17 +0.5%
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