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iShares MBS ETF
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Overview Fund Activity

268 hedge funds and large institutions have $6.93B invested in iShares MBS ETF in 2016 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 115 increasing their positions, 82 reducing their positions, and 27 closing their positions.

Holders
268
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
7.16%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.72%
New
28
Increased
115
Reduced
82
Closed
27
Calls
–
Puts
$4.6M
Net Calls
-$4.6M
Net Calls Change
-$4.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.9B
2
Wells Fargo
2
Wells Fargo
California
$518M
3
State Street
3
State Street
Massachusetts
$105M
4
UBS Group
4
UBS Group
Switzerland
$292M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$386M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$515K
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$325M
3
AssetMark Inc
3
AssetMark Inc
California
$61.7M
4
Charles Schwab
4
Charles Schwab
California
$0
5
FIG
5
FundX Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$9.39M -$731K -6,643 -7%
BWAM
52
Boyd Watterson Asset Management
Ohio
$9.2M +$286K +2,597 +3%
CIM
53
Cetera Investment Management
California
$9.07M -$843K -7,662 -9%
QA
54
Quantitative Advantage
Minnesota
$8.91M +$129K +1,176 +1%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$8.52M -$4.3M -39,060 -34%
EC
56
Estate Counselors
Wisconsin
$8.48M +$51.7K +470 +0.6%
Allianz Asset Management
57
Allianz Asset Management
Germany
$7.88M +$829K +7,538 +12%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.42M +$3.49M +31,781 +89%
PAG
59
Private Advisor Group
New Jersey
$7.3M +$5.37M +48,806 +278%
CIM
60
Confluence Investment Management
Missouri
$7.15M +$659K +5,996 +10%
IA
61
IFP Advisors
Florida
$7.12M +$5.54M +50,347 +350%
FF
62
Friedenthal Financial
New Jersey
$6.99M +$6.99M +63,543 New
BTS
63
BB&T Securities
Virginia
$6.82M -$2.43M -22,065 -26%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$6.78M -$248K -2,252 -4%
UBS AM
65
UBS AM
Illinois
$6.66M -$1.91M – –
GC
66
Guggenheim Capital
Illinois
$6.23M +$568K +5,164 +10%
NC
67
NewSquare Capital
Pennsylvania
$5.88M +$3.63M +32,967 +161%
IFS
68
Ifrah Financial Services
Arkansas
$5.83M +$92.9K +845 +2%
VFS
69
VSR Financial Services
Kansas
$5.72M +$3.14M +28,593 +122%
RCAG
70
Rehmann Capital Advisory Group
Michigan
$5.61M -$142K -1,294 -2%
MP
71
Manifold Partners
California
$5.6M +$2.81M +25,513 +101%
FBNAT
72
FirstMerit Bank N.A. Trustee
Ohio
$5.55M +$5.55M +50,453 New
RJFSA
73
Raymond James Financial Services Advisors
Florida
$5.55M -$69.4K -631 -1%
FAM
74
Foothills Asset Management
Arizona
$5.53M +$5.53M +50,295 New
PA
75
Parkside Advisors
California
$5.43M +$80.4K +731 +2%
1 2
3
4 5