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iShares US Real Estate ETF

447 hedge funds and large institutions have $2.87B invested in iShares US Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 124 increasing their positions, 173 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.65% less ownership

Funds ownership: 96.43%93.77% (-2.7%)

10% less funds holding

Funds holding: 498447 (-51)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

18% less call options, than puts

Call options by funds: $746M | Put options by funds: $909M

28% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 173

33% less capital invested

Capital invested by funds: $4.29B → $2.87B (-$1.41B)

43% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 103

Holders
447
Holders Change
-51
Holders Change %
-10.24%
% of All Funds
9.85%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.42%
New
59
Increased
124
Reduced
173
Closed
103
Calls
$746M
Puts
$909M
Net Calls
-$163M
Net Calls Change
+$318M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$399M +$266M +3,008,175 +110%
Morgan Stanley
2
Morgan Stanley
New York
$206M +$322K +3,642 +0.1%
UBS Group
3
UBS Group
Switzerland
$190M -$295M -3,330,198 -55%
Goldman Sachs
4
Goldman Sachs
New York
$146M -$63M -711,599 -25%
LMIM
5
Lockheed Martin Investment Management
Maryland
$128M -$9.25M -104,500 -5%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$127M +$67.2M +758,919 +71%
JP Morgan Chase
7
JP Morgan Chase
New York
$85.2M +$85.6M +966,718 +375%
WI
8
WealthNavi Inc
Japan
$83.4M +$19.9M +224,982 +23%
Barclays
9
Barclays
United Kingdom
$77.6M +$24.6M +278,188 +33%
CS
10
Credit Suisse
Switzerland
$76.6M +$47.8M +539,950 +96%
BlackRock
11
BlackRock
New York
$70.5M +$54.6M +616,397 +155%
Citigroup
12
Citigroup
New York
$62.5M -$52.5M -593,093 -40%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$62.2M -$133M -1,497,904 -63%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$60.7M +$61.2M +691,847 +355%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$58.2M +$26.8M +302,532 +57%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$54.5M +$58.1M +656,896 +519%
US Bancorp
17
US Bancorp
Minnesota
$50.6M -$2.71M -30,637 -4%
LPL Financial
18
LPL Financial
California
$39.6M -$56.8M -641,509 -53%
Wolverine Trading
19
Wolverine Trading
Illinois
$34.9M -$30.2M -341,269 -41%
Wells Fargo
20
Wells Fargo
California
$34.2M -$22.7M -256,146 -34%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$33.1M -$1.36M -15,380 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$32M -$5.3M -59,924 -12%
IMPI
23
Ilmarinen Mutual Pension Insurance
Finland
$31.7M -$13.3M -150,000 -25%
Stifel Financial
24
Stifel Financial
Missouri
$29.1M +$5.06M +57,187 +16%
Ameriprise
25
Ameriprise
Minnesota
$27.1M -$11.6M -131,442 -25%

IYR Hedge Fund Activity: Q1 2020 in Review

447 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q1 2020, worth a combined $2.87B — down 33% from $4.29B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of IYR and 59 opened new positions — a net loss of 44 holders — while 173 trimmed existing stakes and 124 added.

The largest buyer was Bank of America, adding an estimated $266M. The largest seller was UBS Group, cutting an estimated $295M.

  • 447 institutional investors held iShares US Real Estate ETF (IYR) as of Q1 2020, down from 498 in Q4 2019.
  • Funds reported $2.87B of iShares US Real Estate ETF stock for Q1 2020, down 33% quarter-over-quarter.
  • 59 funds opened new iShares US Real Estate ETF positions in Q1 2020 and 103 closed out, a net change of -44 holders.
  • The largest iShares US Real Estate ETF buyer in Q1 2020 was Bank of America, an estimated $266M added.
  • The largest iShares US Real Estate ETF seller in Q1 2020 was UBS Group, an estimated $295M sold.

Based on aggregated 13F filings for Q1 2020.