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iShares MBS ETF
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Overview Fund Activity

288 hedge funds and large institutions have $6.45B invested in iShares MBS ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+8
Holders Change %
+2.86%
% of All Funds
7.19%
Holding in Top 10
16
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-27.27%
% of All Funds
0.4%
New
32
Increased
106
Reduced
110
Closed
24
Calls
–
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K

Top Buyers

1
State Street
State Street
Massachusetts
$363M
2
LPL Financial
LPL Financial
California
$86.7M
3
Ameriprise
Ameriprise
Minnesota
$170M
4
Fisher Asset Management
Fisher Asset Management
Washington
$443M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
TAIM
TD Ameritrade Investment Management
Nebraska
$51.7M
3
UBS Group
UBS Group
Switzerland
$137M
4
BlackRock
BlackRock
New York
$92.1M
5
RJA
Raymond James & Associates
Florida
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
276
Next Financial Group
Texas
$20K -$21.8K -209 -52%
FMII
277
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
SSB
278
Sandy Spring Bank
Maryland
$17K +$17K +163 New
CFA
279
Carroll Financial Associates
North Carolina
$16K +$5.47K +54 +52%
WT
280
Whittier Trust
California
$11K – – –
SFG
281
SevenBridge Financial Group
Pennsylvania
$9K – – –
MWM
282
MinichMacGregor Wealth Management
New York
$9K – – –
CHP
283
Cable Hill Partners
Oregon
$8K – – –
Walleye Trading
284
Walleye Trading
New York
$4.65K +$1.53K +14,293 +49%
ED
285
Exane Derivatives
France
$4.16K – – –
PK
286
Pflug Koory
Nebraska
$4K – – –
AF
287
Allworth Financial
California
$4K – – –
SFPIA
288
Stevens First Principles Investment Advisors
California
$4K +$4K +38 New
VWA
289
V Wealth Advisors
Kansas
$2K +$2K +15 New
WA
290
WFG Advisors
Texas
$1K +$1K +12 New
IWM
291
IHT Wealth Management
Illinois
$7 – -128 -1%
AFS
292
Amtrust Financial Services
New York
– -$12.4M -115,952 Closed
CCWA
293
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$5.22M -49,020 Closed
CGI
294
Cougar Global Investments
Ontario, Canada
– -$3.98M -37,334 Closed
HJA
295
Hugh Johnson Advisors
New York
– -$1.44M -13,500 Closed
CWM
296
Concert Wealth Management
California
– -$591K -5,550 Closed
EWA
297
EP Wealth Advisors
California
– -$454K -4,260 Closed
Fidelity International
298
Fidelity International
Bermuda
– -$352K -3,303 Closed
Citadel Advisors
299
Citadel Advisors
Florida
– -$335K -3,143 Closed
ACS
300
Archford Capital Strategies
Illinois
– -$324K -3,039 Closed
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