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iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71.71% more ownership

Funds ownership: 148.18%219.9% (+72%)

17% more capital invested

Capital invested by funds: $6.65B → $7.78B (+$1.13B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.1B

1% less funds holding

Funds holding: 267265 (-2)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.69%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.15B -$21.6M -335,693 -2%
Citigroup
2
Citigroup
New York
$995M +$660M +10,246,861 +186%
Morgan Stanley
3
Morgan Stanley
New York
$960M +$281M +4,364,946 +40%
Goldman Sachs
4
Goldman Sachs
New York
$844M +$254M +3,941,059 +42%
JP Morgan Chase
5
JP Morgan Chase
New York
$787M +$64.9M +1,007,494 +9%
CS
6
Credit Suisse
Switzerland
$664M +$78.1M +1,212,061 +13%
SG Americas Securities
7
SG Americas Securities
New York
$365M -$80.1M -1,244,033 -18%
U
8
UBS
Switzerland
$293M +$210M +3,258,378 +235%
Deutsche Bank
9
Deutsche Bank
Germany
$285M +$105M +1,634,220 +57%
US Bancorp
10
US Bancorp
Minnesota
$187M +$28.8M +446,628 +18%
TA
11
Teachers Advisors
New York
$94.6M -$8.05M -125,000 -8%
TIAAOA
12
Teachers Insurance & Annuity Association of America
New York
$94.6M
Barclays
13
Barclays
United Kingdom
$63.7M -$41.1M -638,703 -39%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$60.2M -$1.83M -28,377 -3%
Wells Fargo
15
Wells Fargo
California
$57.5M +$5.31M +82,504 +10%
Nomura Holdings
16
Nomura Holdings
Japan
$44.5M -$3.54M -54,944 -7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$44.5M +$1.32M +20,570 +3%
Two Sigma Investments
18
Two Sigma Investments
New York
$37.8M +$38.3M +593,968 +10,362%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$27.3M -$11.5M -178,684 -29%
LPL Financial
20
LPL Financial
California
$26.6M +$4.83M +74,992 +22%
SIM
21
Sentry Investment Management
Wisconsin
$24.8M +$2.09M +32,400 +9%
Allianz Asset Management
22
Allianz Asset Management
Germany
$23.2M -$2.07M -32,062 -8%
CHFS
23
Cobble Hill Financial Services
New Jersey
$23.1M +$225K +3,500 +1%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$22.5M -$18.3M -283,766 -44%
PRA
25
Parametric Risk Advisors
Connecticut
$22.1M

IYR Hedge Fund Activity: Q4 2013 in Review

265 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2013, worth a combined $7.78B — up 17% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 45 closed out — a net gain of 1 holder — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Citigroup, adding an estimated $660M. The largest seller was SG Americas Securities, cutting an estimated $80.1M.

  • 265 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $7.78B of iShares US Real Estate ETF stock for Q4 2013, up 17% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q4 2013 and 45 closed out, a net change of +1 holder.
  • The largest iShares US Real Estate ETF buyer in Q4 2013 was Citigroup, an estimated $660M added.
  • The largest iShares US Real Estate ETF seller in Q4 2013 was SG Americas Securities, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2013.