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Vanguard Real Estate ETF

587 hedge funds and large institutions have $12.1B invested in Vanguard Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 300 increasing their positions, 133 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $30.6M | Put options by funds: $10.5M

128% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 36

126% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 133

26% more funds holding in top 10

Funds holding in top 10: 7493 (+19)

22% more capital invested

Capital invested by funds: $9.94B → $12.1B (+$2.16B)

8% more funds holding

Funds holding: 544587 (+43)

0.69% more ownership

Funds ownership: 56.75%57.44% (+0.69%)

Holders
587
Holders Change
+43
Holders Change %
+7.9%
% of All Funds
16.96%
Holding in Top 10
93
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+25.68%
% of All Funds
2.69%
New
82
Increased
300
Reduced
133
Closed
36
Calls
$30.6M
Puts
$10.5M
Net Calls
+$20.2M
Net Calls Change
+$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
101
Transamerica Financial Advisors
Florida
$12.7M +$1.12M +16,323 +10%
William Blair & Company
102
William Blair & Company
Illinois
$12.7M +$2.73M +39,934 +29%
PFM
103
Phillips Financial Management
Indiana
$12.1M +$898K +13,115 +8%
FHB
104
First Hawaiian Bank
Hawaii
$12M +$660K +9,640 +6%
AA
105
ALPS Advisors
Colorado
$12M -$245K -3,585 -2%
BlackRock
106
BlackRock
New York
$11.6M +$2.28M +33,287 +26%
CIM
107
Confluence Investment Management
Missouri
$11.4M -$21.4M -312,044 -66%
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$11.3M +$3.04M +44,477 +39%
CCM
109
Coldstream Capital Management
Washington
$11M +$353K +5,153 +3%
Stifel Financial
110
Stifel Financial
Missouri
$11M +$10.7M +155,635 New
NMIS
111
Northwestern Mutual Investment Services
Wisconsin
$10.7M +$1.64M +23,968 +19%
GAM
112
Gould Asset Management
California
$10.7M +$8.4M +122,633 +429%
TNBTD
113
Trustmark National Bank Trust Department
Mississippi
$10.6M +$627K +9,161 +6%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$10.6M +$7.89M +115,200 +326%
BWM
115
Baystate Wealth Management
Massachusetts
$10.5M +$709K +10,363 +7%
MG
116
McCutchen Group
Washington
$10.4M -$8.09M -118,169 -45%
Kayne Anderson Rudnick Investment Management
117
Kayne Anderson Rudnick Investment Management
California
$10.3M +$5.13M +74,958 +106%
Natixis Advisors
118
Natixis Advisors
Massachusetts
$10.2M -$5.16M -75,321 -34%
WCWM
119
Wooster Corthell Wealth Management
Connecticut
$10.2M +$2.95M +43,021 +43%
RCS
120
Retirement Capital Strategies
California
$10.1M +$144K +2,097 +1%
BF
121
BOK Financial
Oklahoma
$10.1M +$777K +11,351 +9%
FMBTD
122
First Midwest Bank Trust Division
Illinois
$10M +$9.13M +133,360 +1,629%
HighTower Advisors
123
HighTower Advisors
Illinois
$9.98M -$1.01M -14,746 -9%
FMLI
124
Fukoku Mutual Life Insurance
Japan
$9.89M +$9.58M +140,000 New
EMA
125
Efficient Market Advisors
California
$9.85M +$752K +10,989 +9%