We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

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

8.2% more ownership

Funds ownership: 82.6%90.8% (+8.2%)

5% more capital invested

Capital invested by funds: $4.12B → $4.32B (+$204M)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

1% less funds holding

Funds holding: 448443 (-5)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

16% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 164

33% less call options, than puts

Call options by funds: $861M | Put options by funds: $1.28B

Holders
443
Holders Change
-5
Holders Change %
-1.12%
% of All Funds
9.62%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$379M -$156M -1,778,557 -29%
Bank of America
2
Bank of America
North Carolina
$328M -$10.5M -119,866 -3%
UBS Group
3
UBS Group
Switzerland
$280M +$145M +1,659,226 +107%
JP Morgan Chase
4
JP Morgan Chase
New York
$256M +$243M +2,780,463 +1,844%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$242M -$44.2M -504,609 -15%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$170M +$33.8M +385,865 +25%
Goldman Sachs
7
Goldman Sachs
New York
$148M -$24.5M -279,561 -14%
LMIM
8
Lockheed Martin Investment Management
Maryland
$128M -$25.2M -287,600 -16%
Citigroup
9
Citigroup
New York
$103M +$8.32K +95 +0%
Wells Fargo
10
Wells Fargo
California
$81.2M -$6.29M -71,847 -7%
US Bancorp
11
US Bancorp
Minnesota
$71.9M -$2.39M -27,272 -3%
WI
12
WealthNavi Inc
Japan
$68.7M +$4.47M +51,093 +7%
Barclays
13
Barclays
United Kingdom
$68.4M -$20.6M -235,121 -23%
PP
14
Paloma Partners
Connecticut
$67.3M -$2.74M -31,263 -4%
CL
15
Cabana LLC
Arkansas
$63.3M +$5.93M +67,750 +11%
Deutsche Bank
16
Deutsche Bank
Germany
$61.7M -$26.8M -306,443 -30%
B
17
Bailard
California
$58.2M +$56.7M +647,157 +3,254%
SMM
18
Stadion Money Management
Georgia
$54.1M +$26.8M +305,787 +98%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$51.2M +$60.5K +691 +0.1%
LPL Financial
20
LPL Financial
California
$48.4M +$10.1M +115,356 +26%
BlackRock
21
BlackRock
New York
$47.8M +$785K +8,968 +2%
Twin Tree Management
22
Twin Tree Management
Texas
$46.5M +$46.1M +526,875 +8,441%
N
23
Nuveen
North Carolina
$46.2M -$561K -6,406 -1%
Wolverine Trading
24
Wolverine Trading
Illinois
$46.1M -$11.3M -129,073 -20%
SG Americas Securities
25
SG Americas Securities
New York
$45.9M +$9.49M +108,358 +26%

IYR Hedge Fund Activity: Q2 2019 in Review

443 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2019, worth a combined $4.32B — up 5% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYR positions and 44 closed out — a net gain of 2 holders — while 138 added to existing stakes and 164 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Morgan Stanley, cutting an estimated $156M.

  • 443 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2019, down from 448 in Q1 2019.
  • Funds reported $4.32B of iShares US Real Estate ETF stock for Q2 2019, up 5% quarter-over-quarter.
  • 46 funds opened new iShares US Real Estate ETF positions in Q2 2019 and 44 closed out, a net change of +2 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $243M added.
  • The largest iShares US Real Estate ETF seller in Q2 2019 was Morgan Stanley, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2019.