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iShares MBS ETF

332 hedge funds and large institutions have $10.3B invested in iShares MBS ETF in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 28 closing their positions.

Holders
332
Holders Change
+44
Holders Change %
+15.28%
% of All Funds
7.54%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.45%
New
72
Increased
130
Reduced
93
Closed
28
Calls
$277K
Puts
$608K
Net Calls
-$331K
Net Calls Change
-$117K
Name Market Value Shares Shares
Change
Shares
Change %
GI
26
Gradient Investments
Minnesota
$45.1M 422,945 +19,903 +5%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$40.4M 379,424 -10,125 -3%
AIA
28
Avalon Investment & Advisory
Texas
$37.6M 352,412 +345,774 +5,209%
SMM
29
Stadion Money Management
Georgia
$34.3M 321,979 -4,917 -2%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$29.6M 277,980 +20,645 +8%
ECM
31
ETrade Capital Management
Virginia
$26.5M 248,268 +6,177 +3%
SMFG
32
Sumitomo Mitsui Financial Group
Japan
$24.6M 230,383 +5,417 +2%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$23.2M 217,876 -16,853 -7%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$22.9M 215,000 +115,000 +115%
HTC
35
Haverford Trust Company
Pennsylvania
$22.8M 214,110 +2,854 +1%
DJSG
36
D.J. St. Germain
Massachusetts
$22.7M 212,906 +7,976 +4%
RJA
37
Raymond James & Associates
Florida
$21.7M 203,592 +21,768 +12%
CIM
38
Confluence Investment Management
Missouri
$19.9M 187,090 +6,003 +3%
RBA
39
Richard Bernstein Advisors
New York
$19M 178,233 +12,178 +7%
CIA
40
Capital Investment Advisors
Georgia
$18.6M 174,157 +11,658 +7%
DIP
41
DT Investment Partners
Pennsylvania
$18.5M 173,752 +5,250 +3%
BWM
42
BerganKDV Wealth Management
Minnesota
$18M 168,603 +92,096 +120%
AFS
43
Amtrust Financial Services
New York
$16M 150,000 +150,000 New
Allianz Asset Management
44
Allianz Asset Management
Germany
$15.5M 145,818 -10,104 -6%
AllianceBernstein
45
AllianceBernstein
Tennessee
$15M 140,877 +119,877 +571%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$14.4M 135,380 +135,380 New
CCA
47
Checchi Capital Advisers
California
$13.1M 123,064 +207 +0.2%
SEI Investments
48
SEI Investments
Pennsylvania
$11.6M 108,790 +19,451 +22%
US Bancorp
49
US Bancorp
Minnesota
$11.5M 108,027 +31,326 +41%
HFA
50
High Falls Advisors
New York
$10.9M 102,309 +4,397 +4%