We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

615 hedge funds and large institutions have $14B invested in Vanguard Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 315 increasing their positions, 157 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

101% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 157

15% more capital invested

Capital invested by funds: $12.1B → $14B (+$1.85B)

5% more funds holding in top 10

Funds holding in top 10: 9398 (+5)

5% more funds holding

Funds holding: 587615 (+28)

0.69% more ownership

Funds ownership: 57.44%58.13% (+0.69%)

17% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $17.1M

Holders
615
Holders Change
+28
Holders Change %
+4.77%
% of All Funds
17.68%
Holding in Top 10
98
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.38%
% of All Funds
2.82%
New
55
Increased
315
Reduced
157
Closed
23
Calls
$14.3M
Puts
$17.1M
Net Calls
-$2.84M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.4B -$10.6M -144,111 -0.4%
Bank of America
2
Bank of America
North Carolina
$2.23B +$105M +1,429,909 +5%
WIM
3
Windhaven Investment Management
Massachusetts
$963M +$553M +7,515,875 +141%
Morgan Stanley
4
Morgan Stanley
New York
$701M +$52.2M +709,757 +8%
EFS
5
Edelman Financial Services
Virginia
$592M +$318K +4,328 +0.1%
Goldman Sachs
6
Goldman Sachs
New York
$346M +$64M +869,769 +23%
MTWSIF
7
Mivtachim The Workers Social Insurance Fund
Israel
$334M
JP Morgan Chase
8
JP Morgan Chase
New York
$329M +$13.8M +188,043 +4%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$321M +$13M +176,723 +4%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$236M +$9.78M +133,016 +4%
Creative Planning
11
Creative Planning
Kansas
$233M +$5.57M +75,716 +2%
State Street
12
State Street
Massachusetts
$222M +$48.7M +662,344 +29%
U
13
UBS
Switzerland
$192M +$14M +190,062 +8%
HS
14
HighVista Strategies
Massachusetts
$164M -$34.6M -469,932 -18%
Vanguard Group
15
Vanguard Group
Pennsylvania
$120M +$2.95M +40,141 +3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$91.3M +$1.55M +21,103 +2%
BTS
17
BB&T Securities
Virginia
$86.1M +$1.95M +26,552 +30%
LPL Financial
18
LPL Financial
California
$85.8M +$7.55M +102,722 +10%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$83.8M -$23.3M -316,495 -22%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$82.5M +$3.43M +46,600 +4%
SLF
21
Sun Life Financial
Ontario, Canada
$82M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$78.8M +$7.48M +101,676 +11%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$78.4M +$29.1M +396,093 +61%
Mariner
24
Mariner
Kansas
$77.2M +$310K +4,220 +0.4%
BIT
25
BlackRock Institutional Trust
California
$71.9M +$34.7M +471,464 +96%