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iShares US Real Estate ETF

387 hedge funds and large institutions have $4.12B invested in iShares US Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 48

13.42% more ownership

Funds ownership: 85.7%99.13% (+13%)

9% more funds holding

Funds holding: 356387 (+31)

2% more capital invested

Capital invested by funds: $4.03B → $4.12B (+$94.9M)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

21% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 130

35% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $1.67B

Holders
387
Holders Change
+31
Holders Change %
+8.71%
% of All Funds
8.78%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.36%
New
80
Increased
103
Reduced
130
Closed
48
Calls
$1.08B
Puts
$1.67B
Net Calls
-$589M
Net Calls Change
-$576M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$369M +$130M +1,599,643 +54%
Morgan Stanley
2
Morgan Stanley
New York
$341M -$7.7M -94,871 -2%
Bank of America
3
Bank of America
North Carolina
$334M -$35.8M -440,480 -10%
UBS Group
4
UBS Group
Switzerland
$291M +$71.9M +885,778 +33%
Wells Fargo
5
Wells Fargo
California
$221M -$7.75M -95,520 -3%
Goldman Sachs
6
Goldman Sachs
New York
$209M -$41.3M -509,348 -16%
BlackRock
7
BlackRock
New York
$205M +$8.72M +107,431 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$199M -$35.7M -440,172 -15%
LMIM
9
Lockheed Martin Investment Management
Maryland
$157M
Two Sigma Investments
10
Two Sigma Investments
New York
$138M +$139M +1,706,361 New
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$113M +$6.67M +82,190 +6%
US Bancorp
12
US Bancorp
Minnesota
$82.7M -$1.22M -15,073 -1%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$76M +$76.2M +938,200 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$67.8M -$8.47M -104,312 -11%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$60.8M +$60.9M +750,000 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$46.8M +$434K +5,347 +0.9%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$43M +$11.4M +140,130 +36%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$40.7M -$1.78M -21,902 -4%
BCM
19
BlueCrest Capital Management
Jersey
$38.4M +$12M +148,150 +45%
PP
20
Paloma Partners
Connecticut
$32.8M +$29.7M +365,975 +945%
Ameriprise
21
Ameriprise
Minnesota
$32M -$379K -4,668 -1%
BS
22
Banco Santander
Spain
$32M -$3.32M -40,898 -9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$28.9M -$2.05M -25,296 -7%
SI
24
Stephens Inc
Arkansas
$27.1M +$3.22M +39,701 +13%
LPL Financial
25
LPL Financial
California
$26M -$18.9M -232,937 -42%

IYR Hedge Fund Activity: Q4 2017 in Review

387 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2017, worth a combined $4.12B — up 2.4% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IYR positions and 48 closed out — a net gain of 32 holders — while 103 added to existing stakes and 130 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $139M. The largest seller was Teachers Insurance & Annuity Association of America, exiting entirely with an estimated $120M sold.

  • 387 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2017, up from 356 in Q3 2017.
  • Funds reported $4.12B of iShares US Real Estate ETF stock for Q4 2017, up 2.4% quarter-over-quarter.
  • 80 funds opened new iShares US Real Estate ETF positions in Q4 2017 and 48 closed out, a net change of +32 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2017 was Two Sigma Investments, an estimated $139M added.
  • The largest iShares US Real Estate ETF seller in Q4 2017 was Teachers Insurance & Annuity Association of America, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2017.