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iShares US Real Estate ETF
IYR

Overview Fund Activity

356 hedge funds and large institutions have $4.03B invested in iShares US Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+11
Holders Change %
+3.19%
% of All Funds
8.89%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.5%
New
52
Increased
109
Reduced
115
Closed
37
Calls
$1.39B
Puts
$1.4B
Net Calls
-$12.8M
Net Calls Change
+$258M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$226M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$232M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$52.4M
4
Citigroup
Citigroup
New York
$236M
5
BCM
BlueCrest Capital Management
Jersey
$26M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$343M
2
Goldman Sachs
Goldman Sachs
New York
$247M
3
Citadel Advisors
Citadel Advisors
Florida
$1.67M
4
UBS Group
UBS Group
Switzerland
$216M
5
Bank of America
Bank of America
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
201
FDx Advisors
Illinois
$511K +$218K +2,736 +75%
CHC
202
City Holding Co
West Virginia
$498K – – –
HFS
203
HL Financial Services
Kentucky
$489K +$275K +3,441 +128%
HSA
204
HBK Sorce Advisory
Pennsylvania
$485K -$4.16K -52 -0.8%
SCM
205
Shelton Capital Management
Colorado
$476K -$264K -3,304 -36%
HNB
206
Huntington National Bank
Ohio
$474K -$385K – –
VFA
207
Valeo Financial Advisors
Indiana
$474K +$474K +5,932 New
CS
208
Comerica Securities
Michigan
$457K +$66.7K +834 +17%
PPA
209
Parametric Portfolio Associates
Washington
$447K +$6.39K +80 +1%
WS
210
Wedbush Securities
California
$446K -$33.5K -420 -7%
CFG
211
Citizens Financial Group
Rhode Island
$446K – – –
CPO
212
Cerity Partners OCIO
New York
$440K +$879 +11 +0.2%
GRP
213
Global Retirement Partners
California
$439K -$11.3K -141 -3%
SS
214
Simplicity Solutions
Minnesota
$432K -$51.5K -645 -11%
SWP
215
Stratos Wealth Partners
Ohio
$431K +$431K +5,398 New
LIM
216
Leavell Investment Management
Alabama
$417K – – –
PFA
217
Pure Financial Advisors
California
$415K +$719 +9 +0.2%
PVH
218
Psagot Value Holdings
Israel
$410K -$857K -10,720 -68%
CI
219
Cambiar Investors
Colorado
$407K +$176K +2,200 +76%
BSW
220
Buckingham Strategic Wealth
Missouri
$402K -$9.42K -118 -2%
FTUS
221
Flow Traders U.S.
New York
$400K +$400K +5,008 New
HCM
222
Hollencrest Capital Management
California
$399K -$16.8K -210 -4%
LIA
223
LBMC Investment Advisors
Tennessee
$392K +$240 +3 +0.1%
CMP
224
Courage Miller Partners
Virginia
$388K -$14K -175 -3%
YP
225
Yellowstone Partners
Idaho
$386K +$386K +4,829 New
7 8
9
10 11