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Vanguard Real Estate ETF

717 hedge funds and large institutions have $15.6B invested in Vanguard Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 320 increasing their positions, 177 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 21

81% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 177

27% more funds holding in top 10

Funds holding in top 10: 97123 (+26)

18% more funds holding

Funds holding: 609717 (+108)

16% more capital invested

Capital invested by funds: $13.4B → $15.6B (+$2.2B)

0.1% more ownership

Funds ownership: 57.47%57.58% (+0.1%)

87% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $127M

Holders
717
Holders Change
+108
Holders Change %
+17.73%
% of All Funds
19.13%
Holding in Top 10
123
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+26.8%
% of All Funds
3.28%
New
140
Increased
320
Reduced
177
Closed
21
Calls
$16.7M
Puts
$127M
Net Calls
-$111M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.67B +$86.8M +1,106,836 +3%
Bank of America
2
Bank of America
North Carolina
$2.51B +$75.5M +962,492 +3%
WIM
3
Windhaven Investment Management
Massachusetts
$883M -$114M -1,450,405 -12%
Morgan Stanley
4
Morgan Stanley
New York
$788M -$41.9M -534,127 -5%
EFS
5
Edelman Financial Services
Virginia
$631M -$27.4M -349,276 -4%
MTWSIF
6
Mivtachim The Workers Social Insurance Fund
Israel
$391M +$28.7M +366,246 +8%
Creative Planning
7
Creative Planning
Kansas
$369M +$54M +688,626 +18%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$353M +$5.94M +75,776 +2%
State Street
9
State Street
Massachusetts
$314M +$18.7M +237,973 +7%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$312M +$10.7M +136,451 +4%
UBS Group
11
UBS Group
Switzerland
$236M +$229M +2,913,359 New
HS
12
HighVista Strategies
Massachusetts
$148M -$9.57M -122,048 -6%
Goldman Sachs
13
Goldman Sachs
New York
$143M +$12.5M +159,462 +10%
Vanguard Group
14
Vanguard Group
Pennsylvania
$132M +$601K +7,657 +0.5%
JP Morgan Chase
15
JP Morgan Chase
New York
$114M -$256M -3,264,934 -70%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$106M +$6.47M +82,488 +7%
Mariner
17
Mariner
Kansas
$104M +$9.47M +120,708 +10%
BTS
18
BB&T Securities
Virginia
$101M +$96.2K +1,226 +1%
LPL Financial
19
LPL Financial
California
$98.7M +$7.64M +97,436 +9%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$98.1M +$7.16M +91,282 +8%
Ameriprise
21
Ameriprise
Minnesota
$91.6M +$8.17M +104,128 +10%
BIT
22
BlackRock Institutional Trust
California
$90.7M +$14.6M +186,386 +20%
SLF
23
Sun Life Financial
Ontario, Canada
$88.7M
SGS
24
Sterling Global Strategies
California
$88M +$85.3M +1,086,866 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$85.7M +$9.25M +117,888 +13%