DDFG Inc Has $9.36 Million Stock Position in iShares U.S. Real Estate ETF $IYR

DDFG Inc lifted its position in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 7.0% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 99,025 shares of the real estate investment trust’s stock after acquiring an additional 6,504 shares during the quarter. iShares U.S. Real Estate ETF makes up about 2.0% of DDFG Inc’s investment portfolio, making the stock its 18th largest position. DDFG Inc’s holdings in iShares U.S. Real Estate ETF were worth $9,364,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in IYR. Hsbc Holdings PLC bought a new position in iShares U.S. Real Estate ETF in the fourth quarter valued at about $399,722,000. Cibc World Markets Corp bought a new stake in iShares U.S. Real Estate ETF during the 4th quarter worth about $322,756,000. Price T Rowe Associates Inc. MD acquired a new position in iShares U.S. Real Estate ETF during the 4th quarter valued at about $276,312,000. WealthNavi Inc. lifted its position in iShares U.S. Real Estate ETF by 10.2% during the 4th quarter. WealthNavi Inc. now owns 5,838,937 shares of the real estate investment trust’s stock valued at $548,218,000 after purchasing an additional 540,270 shares during the period. Finally, Jain Global LLC lifted its position in iShares U.S. Real Estate ETF by 151.5% during the 3rd quarter. Jain Global LLC now owns 128,767 shares of the real estate investment trust’s stock valued at $12,501,000 after purchasing an additional 378,767 shares during the period. Institutional investors and hedge funds own 98.41% of the company’s stock.

iShares U.S. Real Estate ETF Price Performance

Shares of NYSEARCA:IYR opened at $104.64 on Monday. iShares U.S. Real Estate ETF has a one year low of $92.45 and a one year high of $104.77. The company has a 50 day moving average of $102.07 and a 200-day moving average of $98.58. The stock has a market cap of $4.28 billion, a price-to-earnings ratio of 35.41 and a beta of 0.97.

iShares U.S. Real Estate ETF Profile

iShares U.S. Real Estate ETF, formerly iShares Dow Jones U.S. Real Estate Index Fund (the Fund), is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Real Estate Index (the Index). The Index measures the performance of the real estate sector of the United States equity market, and includes companies in the industry groups, such as real estate holding and development and real estate investment trusts (REITs).