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iShares US Real Estate ETF

296 hedge funds and large institutions have $9.75B invested in iShares US Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+31
Holders Change %
+11.7%
% of All Funds
8.55%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.75%
New
60
Increased
100
Reduced
88
Closed
29
Calls
$935M
Puts
$1.61B
Net Calls
-$677M
Net Calls Change
-$682M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
251
Palladium Partners
Virginia
$132K +$132K +1,950 New
AWM
252
Avior Wealth Management
Nebraska
$124K +$124K +1,829 New
HRIA
253
Haberer Registered Investment Advisor
Ohio
$122K
TAIM
254
TD Ameritrade Investment Management
Nebraska
$108K +$7.8K +115 +8%
VIA
255
Vantage Investment Advisors
Pennsylvania
$94K
RIA
256
Regal Investment Advisors
Michigan
$93K +$31K +457 +50%
WA
257
WFG Advisors
Texas
$68K -$9.1K -134 -12%
SSB
258
Sandy Spring Bank
Maryland
$65K +$65K +955 New
M
259
MOTCO
Texas
$62K
BOK
260
Bank of Kentucky
Kentucky
$52K
GI
261
Gradient Investments
Minnesota
$41K -$672K -22,936 -94%
CGT
262
Capital Guardian Trust
California
$41K
CA
263
CapWealth Advisors
Tennessee
$37K -$4.68K -69 -11%
MWP
264
MYCIO Wealth Partners
Pennsylvania
$34K -$4.04M -59,429 -99%
WRM
265
Westport Resources Management
Connecticut
$34K -$102K -1,500 -75%
PTC
266
Private Trust Company
Ohio
$34K -$6.87K -101 -17%
DSC
267
Duncker Streett & Co
Missouri
$34K
WT
268
Whittier Trust
California
$28K
1IC
269
1919 Investment Counsel
Maryland
$27K
CLOS
270
Compagnie Lombard Odier SCmA
Switzerland
$27K +$27K +400 New
CCS
271
Crosspoint Capital Strategies
California
$25K +$23K +341 +1,137%
CAL
272
Capital Analysts LLC
Pennsylvania
$20.3K +$13.5K +200 +200%
PFA
273
Paradigm Financial Advisors
Missouri
$20K +$20K +298 New
CTC
274
Central Trust Company
Missouri
$20K +$20K +301 New
CFS
275
Community Financial System
New York
$19K