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iShares US Real Estate ETF

333 hedge funds and large institutions have $9.41B invested in iShares US Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

14% more funds holding

Funds holding: 292333 (+41)

0% less capital invested

Capital invested by funds: $9.44B → $9.41B (-$31.1M)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

39.48% less ownership

Funds ownership: 200.52%161.03% (-39%)

71% less call options, than puts

Call options by funds: $707M | Put options by funds: $2.47B

Holders
333
Holders Change
+41
Holders Change %
+14.04%
% of All Funds
8.88%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.72%
New
80
Increased
93
Reduced
106
Closed
31
Calls
$707M
Puts
$2.47B
Net Calls
-$1.76B
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
201
Cerity Partners OCIO
New York
$563K -$28K -375 -5%
Schroder Investment Management Group
202
Schroder Investment Management Group
United Kingdom
$561K +$546K +7,300 New
Brown Advisory
203
Brown Advisory
Maryland
$558K
PG
204
PEAK6 Group
Illinois
$541K -$511K -6,836 -49%
WEC
205
Winslow Evans & Crocker
Massachusetts
$541K +$526K +7,038 New
FWCM
206
Ferguson Wellman Capital Management
Oregon
$539K -$3.74K -50 -0.7%
GMI
207
Greystone Managed Investments
Saskatchewan, Canada
$538K -$43.4K -580 -8%
ANB
208
Amarillo National Bank
Texas
$520K -$5.23K -70 -1%
SS
209
Simplicity Solutions
Minnesota
$492K +$479K +6,401 New
CHC
210
City Holding Co
West Virginia
$479K
REMS
211
Real Estate Management Services
$476K -$8.7M -116,300 -95%
PFA
212
Pure Financial Advisors
California
$470K -$5.31K -71 -1%
V
213
Veritable
Delaware
$463K
LIM
214
Leavell Investment Management
Alabama
$463K +$108K +1,450 +32%
SCG
215
Sonata Capital Group
Washington
$436K +$424K +5,673 New
IT
216
Independence Trust
Tennessee
$432K +$420K +5,621 New
PFBT
217
Parkside Financial Bank & Trust
Missouri
$426K +$75 +1 +0%
HW
218
Hancock Whitney
Mississippi
$418K -$26.2K -350 -6%
TD Asset Management
219
TD Asset Management
Ontario, Canada
$412K +$15.3K +205 +4%
MCM
220
Murphy Capital Management
New Jersey
$401K +$391K +5,225 New
PNC
221
Park National Corp
Ohio
$400K -$29.4K -393 -7%
CAL
222
Capital Advisors Ltd
Ohio
$400K
HCM
223
Hollencrest Capital Management
California
$400K
BFEC
224
Benjamin F. Edwards & Company
Missouri
$398K +$4.04K +54 +1%
FCI
225
Financial Counselors Inc
Kansas
$379K +$99.4K +1,329 +37%

IYR Hedge Fund Activity: Q4 2014 in Review

333 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2014, worth a combined $9.41B — down 0.33% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IYR positions and 31 closed out — a net gain of 49 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $367M. The largest seller was Credit Suisse, cutting an estimated $592M.

  • 333 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $9.41B of iShares US Real Estate ETF stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 80 funds opened new iShares US Real Estate ETF positions in Q4 2014 and 31 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2014 was Deutsche Bank, an estimated $367M added.
  • The largest iShares US Real Estate ETF seller in Q4 2014 was Credit Suisse, an estimated $592M sold.

Based on aggregated 13F filings for Q4 2014.