We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

416 hedge funds and large institutions have $2.88B invested in iShares US Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 177 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $2.87B → $2.88B (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

5.21% less ownership

Funds ownership: 93.77%88.56% (-5.2%)

7% less funds holding

Funds holding: 447416 (-31)

36% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 78

44% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 177

46% less call options, than puts

Call options by funds: $916M | Put options by funds: $1.7B

Holders
416
Holders Change
-31
Holders Change %
-6.94%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
50
Increased
99
Reduced
177
Closed
78
Calls
$916M
Puts
$1.7B
Net Calls
-$784M
Net Calls Change
-$621M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$282M -$164M -2,165,173 -38%
Morgan Stanley
2
Morgan Stanley
New York
$210M -$21.8M -288,115 -10%
UBS Group
3
UBS Group
Switzerland
$202M -$13.5M -177,950 -7%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$156M +$11.9M +156,922 +9%
LMIM
5
Lockheed Martin Investment Management
Maryland
$154M +$9.07M +119,700 +7%
Goldman Sachs
6
Goldman Sachs
New York
$142M -$22.6M -298,764 -14%
WI
7
WealthNavi Inc
Japan
$112M +$16.8M +221,061 +18%
Citigroup
8
Citigroup
New York
$102M +$30M +396,272 +44%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$87.1M +$24.4M +322,284 +41%
PP
10
Paloma Partners
Connecticut
$85.9M +$79.2M +1,044,724 +2,296%
Wolverine Trading
11
Wolverine Trading
Illinois
$73.3M +$34.4M +453,968 +93%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$65M -$793K -10,463 -1%
US Bancorp
13
US Bancorp
Minnesota
$54.7M -$2.56M -33,772 -5%
Barclays
14
Barclays
United Kingdom
$51M -$35.5M -468,926 -42%
Citadel Advisors
15
Citadel Advisors
Florida
$41.8M +$37.3M +491,908 +1,291%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$41.4M +$3.81M +50,277 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$41.4M -$27.9M -368,134 -41%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$36M -$168K -2,222 -0.5%
JP Morgan Chase
19
JP Morgan Chase
New York
$36M -$58.2M -767,746 -63%
IMPI
20
Ilmarinen Mutual Pension Insurance
Finland
$35.1M -$758K -10,000 -2%
CCM
21
Candlestick Capital Management
Connecticut
$33.5M +$24.6M +325,000 +325%
Stifel Financial
22
Stifel Financial
Missouri
$33.4M +$509K +6,716 +2%
Squarepoint
23
Squarepoint
New York
$29.8M +$16.7M +220,523 +140%
N
24
Nuveen
North Carolina
$29.6M +$24.2M +319,523 +576%
Wells Fargo
25
Wells Fargo
California
$27.1M -$11.2M -148,275 -30%

IYR Hedge Fund Activity: Q2 2020 in Review

416 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2020, worth a combined $2.88B — up 0.1% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of IYR and 50 opened new positions — a net loss of 28 holders — while 177 trimmed existing stakes and 99 added.

The largest buyer was Paloma Partners, adding an estimated $79.2M. The largest seller was Bank of America, cutting an estimated $164M.

  • 416 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2020, down from 447 in Q1 2020.
  • Funds reported $2.88B of iShares US Real Estate ETF stock for Q2 2020, up 0.1% quarter-over-quarter.
  • 50 funds opened new iShares US Real Estate ETF positions in Q2 2020 and 78 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2020 was Paloma Partners, an estimated $79.2M added.
  • The largest iShares US Real Estate ETF seller in Q2 2020 was Bank of America, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2020.