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iShares US Real Estate ETF
IYR

Overview Fund Activity

429 hedge funds and large institutions have $5.36B invested in iShares US Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 125 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+38
Holders Change %
+9.72%
% of All Funds
7.61%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
80
Increased
125
Reduced
122
Closed
34
Calls
$506M
Puts
$810M
Net Calls
-$304M
Net Calls Change
-$302M

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.2B
2
CWM
CIBC World Markets
New York
$699M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$191M
4
USAA
United Services Automobile Association
Texas
$101M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$568M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$100M
2
UBS Group
UBS Group
Switzerland
$74.1M
3
Bank of America
Bank of America
North Carolina
$206M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
201
Gould Asset Management
California
$641K +$36K +420 +6%
PFS
202
Prospera Financial Services
Texas
$636K +$636K +7,424 New
IWM
203
IHT Wealth Management
Illinois
$629K -$826K -9,639 -57%
KOMWMG
204
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$620K +$20K +234 +3%
LNC
205
Lincoln National Corp
Pennsylvania
$616K -$43.2K -505 -7%
ASN
206
Advisory Services Network
Georgia
$613K -$26.9K -314 -4%
EWA
207
Exencial Wealth Advisors
Oklahoma
$599K -$27.9K -326 -4%
PWM
208
Perigon Wealth Management
California
$574K +$2.14K +25 +0.4%
CAL
209
Capital Advisors Ltd
Ohio
$564K – – –
IWC
210
Integrated Wealth Concepts
Massachusetts
$560K +$205K +2,392 +58%
Comerica Bank
211
Comerica Bank
Texas
$553K – – –
CMP
212
Courage Miller Partners
Virginia
$553K +$73K +852 +15%
PTP
213
Platform Technology Partners
New York
$550K +$25.9K +303 +5%
IA
214
IFP Advisors
Florida
$545K -$71.4K -835 -12%
LC
215
Landaas & Company
Wisconsin
$542K – – –
SC
216
Schoolcraft Capital
Colorado
$541K +$514 +6 +0.1%
SC
217
Scotia Capital
Ontario, Canada
$539K +$23K +268 +4%
DC
218
Davenport & Co
Virginia
$530K +$46.4K +542 +10%
TWM
219
Tanglewood Wealth Management
Texas
$524K -$3M -35,086 -85%
JIP
220
Jaffetilchin Investment Partners
Florida
$506K +$15.8K +185 +3%
VFA
221
Valeo Financial Advisors
Indiana
$504K – – –
HAS
222
HBW Advisory Services
California
$502K +$86 +1 +0%
GW
223
GW & Wade
Massachusetts
$496K +$225K +2,625 +83%
PWP
224
Personal Wealth Partners
Minnesota
$491K +$11.6K +135 +2%
RPCA
225
Running Point Capital Advisors
California
$491K +$491K +5,736 New
7 8
9
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