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iShares US Real Estate ETF

265 hedge funds and large institutions have $7.78B invested in iShares US Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
7.7%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.46%
New
46
Increased
82
Reduced
92
Closed
45
Calls
$1.1B
Puts
$1.1B
Net Calls
+$4.29M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
201
B. Riley Wealth Advisors
Florida
$283K +$31K +490 +12%
BAAM
202
Baker Avenue Asset Management
California
$281K -$99.5K -1,580 -26%
SCM
203
Southport Capital Management
Tennessee
$278K
PNC
204
Park National Corp
Ohio
$273K +$273K +4,335 New
FCI
205
Financial Counselors Inc
Kansas
$273K -$15.2K -241 -5%
LC
206
Lourd Capital
California
$270K
TIM
207
Tortoise Investment Management
New York
$264K +$19.9K +315 +8%
LPC
208
Loeb Partners Corp
New York
$252K
NCM
209
Narwhal Capital Management
Georgia
$252K
ACM
210
Azimuth Capital Management
Michigan
$249K
KeyBank National Association
211
KeyBank National Association
Ohio
$243K -$57.6K -913 -19%
AC
212
Alexandria Capital
Virginia
$238K +$7.57K +120 +3%
G
213
GlobalBridge
Minnesota
$237K +$237K +3,765 New
Nuveen Asset Management
214
Nuveen Asset Management
Illinois
$237K +$237K +3,765 New
ACM
215
Aviance Capital Management
Florida
$224K -$183K -2,894 -45%
JA
216
JOYN Advisors
Georgia
$215K +$1.07K +17 +0.5%
TNB
217
Thomasville National Bank
Georgia
$215K +$215K +3,407 New
CWM
218
Concert Wealth Management
California
$212K -$47.3K -758 -18%
GT
219
Glenmede Trust
Pennsylvania
$189K
WTC
220
WhitTier Trust Company
Nevada
$172K +$140K +2,225 +445%
Creative Planning
221
Creative Planning
Kansas
$165K +$29K +460 +21%
Canada Life
222
Canada Life
Manitoba, Canada
$164K
WIM
223
Windhaven Investment Management
Massachusetts
$162K +$162K +2,570 New
FWM
224
Focused Wealth Management
New York
$157K -$73.6K -1,168 -32%
WRM
225
Westport Resources Management
Connecticut
$126K +$63K +1,000 +100%