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iShares MBS ETF
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Overview Fund Activity

225 hedge funds and large institutions have $6.12B invested in iShares MBS ETF in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 93 reducing their positions, and 17 closing their positions.

Holders
225
Holders Change
+5
Holders Change %
+2.27%
% of All Funds
6%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.69%
New
24
Increased
73
Reduced
93
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.18B
2
MAA
2
Managed Account Advisors
New Jersey
$1.09B
3
LPL Financial
3
LPL Financial
California
$253M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$182M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$31M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$78.2M
2
SAS
2
Sage Advisory Services
Texas
$42.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65.2M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$69M
5
FA
5
FDx Advisors
Illinois
$27.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NC
76
NewSquare Capital
Pennsylvania
$3.36M 30,433 -3,344 -10%
RIA
77
Regal Investment Advisors
Michigan
$3.25M 29,445 -2,926 -9%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$3.2M 28,995 +2,526 +10%
SFM
79
Signet Financial Management
New Jersey
$3.18M 28,805 -5,938 -17%
VKH
80
Virtu KCG Holdings
New York
$3.14M 28,453 +25,827 +984%
NA
81
Nottingham Advisors
New York
$3.12M 28,256 -3,149 -10%
WCM
82
Weatherstone Capital Management
Colorado
$2.99M 27,058 -11,441 -30%
GLA
83
Great Lakes Advisors
Illinois
$2.96M 26,780 -3,271 -11%
BOTW
84
Bank of the West
California
$2.87M 26,021 -23,078 -47%
BEC
85
Blue Edge Capital
Virginia
$2.82M 25,551 -139 -0.5%
SG
86
Swarthmore Group
Pennsylvania
$2.8M 25,400 – –
TFA
87
Transamerica Financial Advisors
Florida
$2.74M 24,866 -21,370 -46%
RPG
88
Risk Paradigm Group
Texas
$2.61M 23,651 +23,651 New
NA
89
Navellier & Associates
Nevada
$2.56M 23,153 +7,216 +45%
CCG
90
Cypress Capital Group
Florida
$2.54M 23,037 +1,803 +8%
SWP
91
Stratos Wealth Partners
Ohio
$2.41M 21,845 +11,680 +115%
Federated Hermes
92
Federated Hermes
Pennsylvania
$2.39M 21,615 -4,170 -16%
AI
93
Atria Investments
North Carolina
$2.36M 21,399 +11,272 +111%
AIG
94
American International Group
New York
$2.36M 21,396 -12,224 -36%
SS
95
Simplicity Solutions
Minnesota
$2.34M 21,211 +2,971 +16%
UBS AM
96
UBS AM
Illinois
– – – –
ACM
97
Argentus Capital Management
Texas
$2.21M 20,045 +20,045 New
BA
98
BlackRock Advisors
Delaware
$2.19M 19,836 +7,598 +62%
JIC
99
Johnson Investment Counsel
Ohio
$2.13M 19,349 -85 -0.4%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$2.12M 19,186 +1,612 +9%
2 3
4
5 6