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iShares US Real Estate ETF
IYR

Overview Fund Activity

362 hedge funds and large institutions have $4.15B invested in iShares US Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 141 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-25
Holders Change %
-6.46%
% of All Funds
8.31%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.34%
New
44
Increased
98
Reduced
141
Closed
67
Calls
$653M
Puts
$1.54B
Net Calls
-$887M
Net Calls Change
-$298M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$261M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$260M
3
N
Natixis
France
+$192M
4
Morgan Stanley
Morgan Stanley
New York
+$97M
5
Deutsche Bank
Deutsche Bank
Germany
+$73.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$124M
2
Wells Fargo
Wells Fargo
California
-$121M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$103M
4
Bank of America
Bank of America
North Carolina
-$99.3M
5
UBS Group
UBS Group
Switzerland
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
201
Regal Investment Advisors
Michigan
$409K -$3.47K -46 -0.8%
ACM
202
Avalon Capital Management
California
$401K -$2.25M -29,773 -85%
AC
203
Abbrea Capital
California
$399K +$35.8K +475 +10%
WS
204
Wedbush Securities
California
$398K -$23.3K -309 -6%
WAM
205
Wolverine Asset Management
Illinois
$398K +$382K +5,062 +2,388%
LIM
206
Leavell Investment Management
Alabama
$391K – – –
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$386K -$95.1K -1,260 -20%
CI
208
Cambiar Investors
Colorado
$385K – – –
VFA
209
Valeo Financial Advisors
Indiana
$380K – – –
Lido Advisors
210
Lido Advisors
California
$380K +$380K +5,047 New
HCM
211
Hollencrest Capital Management
California
$377K -$151K -2,000 -29%
CHC
212
City Holding Co
West Virginia
$377K – – –
PGFC
213
Peapack-Gladstone Financial Corp
New Jersey
$377K -$36.2K -480 -9%
BSW
214
Buckingham Strategic Wealth
Missouri
$371K -$1.13K -15 -0.3%
LIA
215
LBMC Investment Advisors
Tennessee
$370K – – –
FHC
216
First Heartland Consultants
Missouri
$364K -$23.2K -308 -6%
SCM
217
Shelton Capital Management
Colorado
$359K -$67.9K -900 -16%
JIC
218
Johnson Investment Counsel
Ohio
$357K +$150K +1,990 +72%
GMI
219
Greystone Managed Investments
Saskatchewan, Canada
$353K +$45.3K +600 +15%
CS
220
Comerica Securities
Michigan
$346K -$292K -3,869 -46%
Mariner
221
Mariner
Kansas
$345K +$132K +1,749 +62%
DC
222
Davenport & Co
Virginia
$340K +$53.7K +711 +19%
GIA
223
Granite Investment Advisors
New Hampshire
$340K +$340K +4,500 New
PA
224
Pinnacle Associates
New York
$336K – – –
PSUF
225
People's United Financial
Connecticut
$321K -$11.3K -150 -3%
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