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Schwab US REIT ETF

178 hedge funds and large institutions have $1.32B invested in Schwab US REIT ETF in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
4.76%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
34
Increased
73
Reduced
52
Closed
9
Calls
$3.46M
Puts
$4.11M
Net Calls
-$651K
Net Calls Change
-$338K
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
151
Integrated Wealth Management
California
$37K +$37K +1,710 New
MA
152
MUFG Americas
New York
$28K
EK
153
Evensky & Katz
Florida
$27K -$5.27K -242 -16%
BC
154
Bartlett & Co
Ohio
$26K
RBC
155
Roble Belko & Company
Pennsylvania
$24K +$6.52K +296 +37%
US Bancorp
156
US Bancorp
Minnesota
$21K +$4.24K +200 +25%
Citigroup
157
Citigroup
New York
$18K -$59.7K -2,682 -77%
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$18K +$18K +824 New
AWM
159
AllSquare Wealth Management
New York
$17K -$101K -4,684 -86%
PG
160
Patten Group
Tennessee
$13.9K +$2.05K +94 +17%
FANJ
161
Financial Architects (New Jersey)
New Jersey
$13K
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$11K -$1.5K -66 -12%
TIM
163
Tortoise Investment Management
New York
$11K
Walleye Trading
164
Walleye Trading
New York
$9K +$9K +392 New
WTC
165
WhitTier Trust Company
Nevada
$9K +$9K +404 New
AWMS
166
Advocacy Wealth Management Services
Georgia
$8K +$8K +388 New
SIM
167
Sonora Investment Management
Arizona
$6.91K +$6.21K +286 +894%
BWA
168
Burt Wealth Advisors
Maryland
$5K
VIA
169
Vantage Investment Advisors
Pennsylvania
$5K +$46 +2 +0.9%
HCM
170
Horrell Capital Management
Arkansas
$5K +$5K +212 New
HI
171
Hudock Inc
Pennsylvania
$5K +$5K +270 New
SSB
172
Sandy Spring Bank
Maryland
$3K
JPMorgan Chase & Co
173
JPMorgan Chase & Co
New York
$3K +$3K +156 New
ADL
174
Asset Dedication LLC
California
$2K -$44K -2,158 -96%
MWM
175
MinichMacGregor Wealth Management
New York
$2K