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iShares US Real Estate ETF

446 hedge funds and large institutions have $4.34B invested in iShares US Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1% more funds holding

Funds holding: 443446 (+3)

0% more capital invested

Capital invested by funds: $4.32B → $4.34B (+$19.6M)

3.95% less ownership

Funds ownership: 90.8%86.85% (-4%)

18% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 157

36% less call options, than puts

Call options by funds: $687M | Put options by funds: $1.07B

Holders
446
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
9.78%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
41
Increased
129
Reduced
157
Closed
35
Calls
$687M
Puts
$1.07B
Net Calls
-$381M
Net Calls Change
+$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$458M +$154M +1,688,963 +53%
Morgan Stanley
2
Morgan Stanley
New York
$283M -$120M -1,316,246 -30%
Goldman Sachs
3
Goldman Sachs
New York
$268M +$106M +1,166,732 +69%
Bank of America
4
Bank of America
North Carolina
$255M -$94.1M -1,033,233 -28%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$252M -$7.51M -82,431 -3%
LMIM
6
Lockheed Martin Investment Management
Maryland
$151M +$13.1M +143,800 +10%
JP Morgan Chase
7
JP Morgan Chase
New York
$141M -$129M -1,419,178 -48%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$118M -$62.5M -686,381 -35%
LPL Financial
9
LPL Financial
California
$112M +$58.8M +645,353 +116%
CS
10
Credit Suisse
Switzerland
$93.6M +$52.6M +577,265 +136%
Barclays
11
Barclays
United Kingdom
$89.9M +$16.2M +177,744 +23%
WI
12
WealthNavi Inc
Japan
$81.7M +$7.82M +85,921 +11%
Wells Fargo
13
Wells Fargo
California
$79.5M -$7.25M -79,609 -9%
N
14
Nuveen
North Carolina
$79.2M +$29M +317,900 +60%
US Bancorp
15
US Bancorp
Minnesota
$73.3M -$3.67M -40,273 -5%
IMPI
16
Ilmarinen Mutual Pension Insurance
Finland
$68.2M +$66.4M +728,627 New
B
17
Bailard
California
$62.4M -$36.9K -405 -0.1%
SMM
18
Stadion Money Management
Georgia
$57.4M -$464K -5,091 -0.8%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$56.7M +$21.7M +237,805 +65%
Wolverine Trading
20
Wolverine Trading
Illinois
$55.7M +$6.3M +69,189 +13%
Ameriprise
21
Ameriprise
Minnesota
$55.3M +$6.29M +69,086 +13%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$51.1M +$4.71M +51,674 +10%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$48.3M +$2M +21,911 +4%
SG Americas Securities
24
SG Americas Securities
New York
$46.7M -$2.39M -26,274 -5%
Citigroup
25
Citigroup
New York
$46.4M -$62.7M -688,670 -58%

IYR Hedge Fund Activity: Q3 2019 in Review

446 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q3 2019, worth a combined $4.34B — up 0.45% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IYR positions and 35 closed out — a net gain of 6 holders — while 129 added to existing stakes and 157 trimmed.

The largest buyer was UBS Group, adding an estimated $154M. The largest seller was JP Morgan Chase, cutting an estimated $129M.

  • 446 institutional investors held iShares US Real Estate ETF (IYR) as of Q3 2019, up from 443 in Q2 2019.
  • Funds reported $4.34B of iShares US Real Estate ETF stock for Q3 2019, up 0.45% quarter-over-quarter.
  • 41 funds opened new iShares US Real Estate ETF positions in Q3 2019 and 35 closed out, a net change of +6 holders.
  • The largest iShares US Real Estate ETF buyer in Q3 2019 was UBS Group, an estimated $154M added.
  • The largest iShares US Real Estate ETF seller in Q3 2019 was JP Morgan Chase, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2019.