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iShares US Real Estate ETF
IYR

Overview Fund Activity

443 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-5
Holders Change %
-1.12%
% of All Funds
9.64%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
46
Increased
138
Reduced
164
Closed
44
Calls
$861M
Puts
$1.28B
Net Calls
-$420M
Net Calls Change
+$409M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$256M
2
UBS Group
UBS Group
Switzerland
$280M
3
B
Bailard
California
$58.2M
4
Twin Tree Management
Twin Tree Management
Texas
$46.5M
5
VF
Virtu Financial
New York
$36.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$379M
2
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$32.3M
3
FIA
Foundations Investment Advisors
Arizona
$524K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$242M
5
CS
Credit Suisse
Switzerland
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
201
Next Financial Group
Texas
$795K +$759K +8,698 +2,121%
PWM
202
Perigon Wealth Management
California
$788K -$390K -4,470 -33%
WWM
203
Western Wealth Management
Colorado
$767K -$145K -1,654 -16%
VWM
204
Valley Wealth Managers
New Jersey
$763K -$200K -2,286 -21%
APA
205
American Portfolios Advisors
New York
$757K +$353K +4,043 +87%
LC
206
Landaas & Company
Wisconsin
$754K -$20K -229 -3%
CAM
207
Covenant Asset Management
New Jersey
$753K – – –
VC
208
Vicus Capital
Pennsylvania
$742K -$531K -6,080 -42%
CWM
209
Cahaba Wealth Management
Georgia
$740K -$157K -1,795 -17%
RW
210
RVW Wealth
California
$740K – – –
SBWM
211
Sunflower Bank Wealth Management
Arizona
$720K -$11.8K -135 -2%
HIS
212
Harvest Investment Services
Illinois
$711K -$97.8K -1,117 -12%
GAM
213
Gould Asset Management
California
$691K -$1.31K -15 -0.2%
WPSG
214
Wealth & Pension Services Group
Georgia
$669K -$2.18K -25 -0.3%
SFA
215
Sequoia Financial Advisors
Ohio
$655K -$286K -3,277 -30%
MAP
216
Milestone Advisory Partners
North Carolina
$649K – – –
BAM
217
Baldrige Asset Management
Pennsylvania
$640K +$24.5K +280 +4%
SCM
218
Shelton Capital Management
Colorado
$638K +$580K +6,643 +1,007%
DBRC
219
D.B. Root & Company
Pennsylvania
$625K -$81.5K -934 -12%
EVM
220
Eaton Vance Management
Massachusetts
$608K -$91.8K -1,052 -13%
LCAM
221
London & Capital Asset Management
United Kingdom
$594K – – –
AWM
222
AE Wealth Management
Kansas
$589K +$301K +3,451 +105%
ICA
223
Infrastructure Capital Advisors
New York
$587K -$286K -3,276 -33%
SLWS
224
Swaine & Leidel Wealth Services
Florida
$575K +$138K +1,585 +32%
VCM
225
Virtue Capital Management
Tennessee
$570K +$137K +1,570 +32%
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