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iShares MBS ETF

294 hedge funds and large institutions have $6.86B invested in iShares MBS ETF in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+16
Holders Change %
+5.76%
% of All Funds
7.36%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
52
Increased
90
Reduced
109
Closed
33
Calls
Puts
$1.94M
Net Calls
-$1.94M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
226
Oakworth Capital
Alabama
$228K
FAT
227
First American Trust
California
$223K -$11.3K -106 -5%
CIAS
228
Capital Investment Advisory Services
North Carolina
$215K +$215K +2,017 New
NAM
229
NTV Asset Management
West Virginia
$212K -$79.5K -750 -27%
RWA
230
RGT Wealth Advisors
Texas
$209K
CS
231
Comerica Securities
Michigan
$209K +$209K +1,968 New
LS
232
Lattice Strategies
Pennsylvania
$207K
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$179K -$2.01M -18,682 -92%
SAM
234
Shamrock Asset Management
Texas
$176K -$12.1K -114 -6%
WA
235
Winfield Associates
Ohio
$172K
NFG
236
Next Financial Group
Texas
$157K -$38.2K -360 -20%
PSC
237
Prentiss Smith & Co
Vermont
$154K
AP
238
Atwood & Palmer
Missouri
$154K
CFD
239
Creative Financial Designs
Indiana
$143K +$143K +1,341 New
RPG
240
Risk Paradigm Group
Texas
$140K -$694K -6,523 -83%
SPIA
241
Steward Partners Investment Advisory
New York
$122K +$122K +1,155 New
HCC
242
Hirtle Callaghan & Co
Pennsylvania
$121K -$126K
EWM
243
Evercore Wealth Management
New York
$117K
JIC
244
Joel Isaacson & Co
New York
$112K
KT
245
Kanaly Trust
Texas
$110K -$72.3K -679 -40%
SF
246
Synovus Financial
Georgia
$110K -$41.6K -390 -27%
HDIM
247
Hanson & Doremus Investment Management
Vermont
$109K +$109K +1,027 New
LNB
248
Ledyard National Bank
$106K
BCA
249
Bray Capital Advisors
Florida
$106K
JCM
250
Jacobi Capital Management
Pennsylvania
$105K +$10.8K +101 +11%