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iShares MBS ETF

270 hedge funds and large institutions have $6.76B invested in iShares MBS ETF in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+10
Holders Change %
+3.85%
% of All Funds
7.21%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
41
Increased
97
Reduced
93
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
226
Parkside Financial Bank & Trust
Missouri
$85K -$3.4K -31 -4%
DSC
227
Duncker Streett & Co
Missouri
$85K +$38.1K +350 +81%
EWM
228
Evercore Wealth Management
New York
$79K
CFN
229
Cordasco Financial Network
Florida
$78K -$5.49K -50 -7%
CA
230
CapWealth Advisors
Tennessee
$77K +$77K +699 New
IWM
231
Integrated Wealth Management
California
$73K
CFA
232
Carroll Financial Associates
North Carolina
$72K +$22K +202 +44%
PSUF
233
People's United Financial
Connecticut
$66K
TF
234
Tompkins Financial
New York
$63K
GBT
235
Grove Bank & Trust
Florida
$59K
AIM
236
Anchor Investment Management
South Carolina
$52.6K +$52.6K +480 New
WAS
237
WESPAC Advisors SoCal
California
$50K +$50K +457 New
HI
238
Hudock Inc
Pennsylvania
$48K -$3.27K -30 -6%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$47K +$5.7K +52 +14%
SSB
240
Sandy Spring Bank
Maryland
$45K +$45K +407 New
VCM
241
Vigilant Capital Management
Maine
$44K
Citigroup
242
Citigroup
New York
$43K +$7.66K +70 +22%
NFG
243
Next Financial Group
Texas
$34K
GWM
244
Gupta Wealth Management
California
$33K
SBL
245
Sargent Bickham Lagudis
Colorado
$29K +$29K +261 New
TC
246
Trust Company
Kansas
$27K -$43.2K -400 -62%
MBT
247
Monroe Bank & Trust
Michigan
$27K
AIS
248
Accurate Investment Solutions
Pennsylvania
$25K -$8.36M -77,273 -100%
CFA
249
Camarda Financial Advisors
Florida
$24K
DOA
250
D'Orazio & Associates
Virginia
$24K +$24K +226 New