IYR icon

iShares US Real Estate ETF
IYR

Overview Fund Activity

387 hedge funds and large institutions have $5.06B invested in iShares US Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
8.86%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.5%
New
54
Increased
113
Reduced
126
Closed
49
Calls
$499M
Puts
$1.6B
Net Calls
-$1.1B
Net Calls Change
-$132M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$350M
2
Goldman Sachs
Goldman Sachs
New York
$612M
3
Bank of America
Bank of America
North Carolina
$469M
4
UBS Group
UBS Group
Switzerland
$240M
5
LMIM
Lockheed Martin Investment Management
Maryland
$124M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$626M
3
N
Natixis
France
$3.76M
4
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$0
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
201
Advisory Services Network
Georgia
$539K +$11.5K +144 +2%
SFFS
202
Stonehage Fleming Financial Services
Jersey
$538K – – –
CG
203
Cutler Group
California
$529K +$529K +6,614 New
BAC
204
Boys Arnold & Co
North Carolina
$509K -$30.8K -388 -6%
ACP
205
Aveo Capital Partners
Colorado
$508K -$46.3K -604 -8%
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$488K +$13K +163 +3%
FHC
207
First Heartland Consultants
Missouri
$484K +$156K +1,954 +48%
CCM
208
Colorado Capital Management
Colorado
$483K -$47.9K -599 -9%
CPO
209
Cerity Partners OCIO
New York
$471K +$52.7K +658 +13%
Lido Advisors
210
Lido Advisors
California
$470K +$28.2K +349 +6%
CMP
211
Courage Miller Partners
Virginia
$460K +$160 +2 +0%
NB
212
Northwest Bancshares
Pennsylvania
$457K -$8K -100 -2%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$455K -$10.6K -133 -2%
TL
214
TrueWealth LLC
Georgia
$447K -$113K -1,411 -20%
ALIONA
215
Allianz Life Insurance of North America
Minnesota
$429K -$10.4K -130 -2%
AC
216
Abbrea Capital
California
$427K – – –
LFAS
217
Level Four Advisory Services
Texas
$426K -$79.4K -993 -16%
AI
218
Atria Investments
North Carolina
$423K +$423K +5,290 New
PVH
219
Psagot Value Holdings
Israel
$422K -$614K -7,670 -59%
CI
220
Cambiar Investors
Colorado
$408K – – –
EVM
221
Eaton Vance Management
Massachusetts
$408K – – –
SCM
222
Shelton Capital Management
Colorado
$405K – – –
BSW
223
Buckingham Strategic Wealth
Missouri
$400K -$2.88K -36 -0.7%
PGFC
224
Peapack-Gladstone Financial Corp
New Jersey
$399K – – –
PMG
225
ProVise Management Group
Florida
$393K – – –
7 8
9
10 11