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iShares MBS ETF
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Overview Fund Activity

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
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$259M
2
Bank of America
2
Bank of America
North Carolina
$2.67B
3
Ameriprise
3
Ameriprise
Minnesota
$109M
4
WI
4
WBI Investments
New Jersey
$55.5M
5
FIG
5
FundX Investment Group
California
$24.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$417M
2
AssetMark Inc
2
AssetMark Inc
California
$101M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$23.3M
5
PWAG
5
Polaris Wealth Advisory Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
26
Kepos Capital
New York
$27M +$6.26M +57,200 +30%
GI
27
Gradient Investments
Minnesota
$25.9M -$1.21M -11,081 -4%
Charles Schwab
28
Charles Schwab
California
$25.6M +$156K +1,421 +0.6%
ECM
29
ETrade Capital Management
Virginia
$25.3M +$238K +2,177 +1%
FIG
30
FundX Investment Group
California
$24.7M +$24.7M +225,970 New
Lazard Asset Management
31
Lazard Asset Management
New York
$23.3M -$24.2M – –
FAAS
32
First Allied Advisory Services
California
$20.5M -$4.54M -41,467 -18%
JIR
33
James Investment Research
Ohio
$19.1M -$482K -4,406 -2%
HTC
34
Haverford Trust Company
Pennsylvania
$18.3M +$78.4K +716 +0.4%
Prudential Financial
35
Prudential Financial
New Jersey
$18.2M +$1.17M +10,667 +7%
AIM
36
Acropolis Investment Management
Missouri
$18.2M -$2.39M -21,874 -12%
HFA
37
High Falls Advisors
New York
$16.8M -$1.16M -10,591 -6%
Goldman Sachs
38
Goldman Sachs
New York
$15.6M -$606K -5,533 -4%
DIP
39
DT Investment Partners
Pennsylvania
$14.7M -$226K -2,064 -2%
FWM
40
Frontier Wealth Management
Missouri
$14M -$1.41M -12,875 -9%
First Trust Advisors
41
First Trust Advisors
Illinois
$13.2M -$640K -5,848 -5%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$12.8M +$869K +7,940 +7%
SWP
43
Stratos Wealth Partners
Ohio
$12.5M -$2.58M -23,548 -17%
CCA
44
Checchi Capital Advisers
California
$12M -$187K -1,712 -2%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$11.8M +$1.67M +15,243 +16%
MSA
46
Mason Street Advisors
Wisconsin
$11.4M -$799K -7,300 -7%
UCFA
47
United Capital Financial Advisors
Texas
$11M -$1.75M -15,929 -14%
ERIM
48
Eagle Ridge Investment Management
Connecticut
$10.4M -$377K -3,446 -4%
DJSG
49
D.J. St. Germain
Massachusetts
$10.2M +$1.11M +10,125 +12%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$10.1M +$551K +5,037 +6%
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