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iShares US Real Estate ETF

429 hedge funds and large institutions have $3.09B invested in iShares US Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 102 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 48

11% more funds holding

Funds holding: 387429 (+42)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

24.19% less ownership

Funds ownership: 112.76%88.57% (-24%)

33% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 152

39% less capital invested

Capital invested by funds: $5.06B → $3.09B (-$1.97B)

65% less call options, than puts

Call options by funds: $570M | Put options by funds: $1.63B

Holders
429
Holders Change
+42
Holders Change %
+10.85%
% of All Funds
9.56%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
97
Increased
102
Reduced
152
Closed
48
Calls
$570M
Puts
$1.63B
Net Calls
-$1.06B
Net Calls Change
+$42.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$261M -$187M -2,381,134 -41%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$218M +$38.7M +492,402 +20%
UBS Group
3
UBS Group
Switzerland
$148M -$80.9M -1,029,020 -34%
Goldman Sachs
4
Goldman Sachs
New York
$147M -$448M -5,695,164 -74%
LMIM
5
Lockheed Martin Investment Management
Maryland
$132M +$16.3M +207,000 +13%
Barclays
6
Barclays
United Kingdom
$120M +$36.6M +465,638 +41%
Citigroup
7
Citigroup
New York
$104M -$27.8M -353,371 -20%
Morgan Stanley
8
Morgan Stanley
New York
$99.6M -$510M -6,487,799 -83%
Wolverine Trading
9
Wolverine Trading
Illinois
$79.8M +$14.6M +185,268 +21%
N
10
Natixis
France
$77.9M +$78M +992,513 +2,113%
Deutsche Bank
11
Deutsche Bank
Germany
$66.7M -$8.92M -113,509 -11%
US Bancorp
12
US Bancorp
Minnesota
$65.7M -$1.51M -19,274 -2%
Wells Fargo
13
Wells Fargo
California
$64.9M -$19.9M -252,691 -23%
SG Americas Securities
14
SG Americas Securities
New York
$61.7M +$55.9M +710,937 +631%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$60.5M -$153M -1,950,921 -71%
Citadel Advisors
16
Citadel Advisors
Florida
$43.3M +$41.5M +528,022 +1,071%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$42.6M +$17.1M +218,110 +62%
FIA
18
Foundations Investment Advisors
Arizona
$41.6M +$38.9M +494,693 New
BlackRock
19
BlackRock
New York
$38.6M -$149M -1,896,041 -79%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$38.2M -$1.91M -24,349 -5%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$37.4M +$2.12M +26,976 +6%
CS
22
Credit Suisse
Switzerland
$37.3M -$21M -267,188 -35%
Jane Street
23
Jane Street
New York
$37.1M +$31.6M +402,755 +435%
PP
24
Paloma Partners
Connecticut
$37.1M +$2.21M +28,103 +6%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.8M +$37.6M +478,212 New

IYR Hedge Fund Activity: Q4 2018 in Review

429 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q4 2018, worth a combined $3.09B — down 39% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IYR positions and 48 closed out — a net gain of 49 holders — while 102 added to existing stakes and 152 trimmed.

The largest buyer was Natixis, adding an estimated $78M. The largest seller was Morgan Stanley, cutting an estimated $510M.

  • 429 institutional investors held iShares US Real Estate ETF (IYR) as of Q4 2018, up from 387 in Q3 2018.
  • Funds reported $3.09B of iShares US Real Estate ETF stock for Q4 2018, down 39% quarter-over-quarter.
  • 97 funds opened new iShares US Real Estate ETF positions in Q4 2018 and 48 closed out, a net change of +49 holders.
  • The largest iShares US Real Estate ETF buyer in Q4 2018 was Natixis, an estimated $78M added.
  • The largest iShares US Real Estate ETF seller in Q4 2018 was Morgan Stanley, an estimated $510M sold.

Based on aggregated 13F filings for Q4 2018.