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iShares MBS ETF
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Overview Fund Activity

238 hedge funds and large institutions have $6.04B invested in iShares MBS ETF in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+13
Holders Change %
+5.78%
% of All Funds
6.42%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
30
Increased
81
Reduced
86
Closed
14
Calls
–
Puts
$749K
Net Calls
-$749K
Net Calls Change
-$749K

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$1.46B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$114M
3
AssetMark Inc
AssetMark Inc
California
$154M
4
RFC
Russell Frank Company
Washington
$74.7M
5
SAS
Sage Advisory Services
Texas
$78.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$208K
2
LPL Financial
LPL Financial
California
$153M
3
BFA
Beaumont Financial Advisors
Massachusetts
$13.9M
4
FSIM
F-Squared Investment Management
Massachusetts
$0
5
Bank of America
Bank of America
North Carolina
$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
RPG
76
Risk Paradigm Group
Texas
$3.31M +$739K +6,804 +29%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$3.21M -$128K -1,176 -4%
NA
78
Navellier & Associates
Nevada
$3.21M +$692K +6,369 +28%
SFM
79
Signet Financial Management
New Jersey
$3.11M -$16.6K -153 -0.5%
RIA
80
Regal Investment Advisors
Michigan
$3.11M -$89K -819 -3%
PAG
81
Private Advisor Group
New Jersey
$2.97M -$2.04M -18,769 -41%
State Street
82
State Street
Massachusetts
$2.93M +$2.93M +27,004 New
NC
83
NewSquare Capital
Pennsylvania
$2.88M -$429K -3,948 -13%
BEC
84
Blue Edge Capital
Virginia
$2.83M +$55.1K +507 +2%
CIM
85
Confluence Investment Management
Missouri
$2.79M -$2.57M -23,623 -48%
SS
86
Simplicity Solutions
Minnesota
$2.76M +$455K +4,193 +20%
BOTW
87
Bank of the West
California
$2.7M -$130K -1,201 -5%
CCG
88
Cypress Capital Group
Florida
$2.56M +$54.3K +500 +2%
UBS AM
89
UBS AM
Illinois
$2.53M -$2.25M – –
VFA
90
Voya Financial Advisors
Connecticut
$2.3M +$945K +8,689 +70%
AIG
91
American International Group
New York
$2.21M -$115K -1,055 -5%
WCM
92
Weatherstone Capital Management
Colorado
$2.17M -$771K -7,100 -26%
Federated Hermes
93
Federated Hermes
Pennsylvania
$2.11M -$238K -2,190 -10%
NA
94
Nottingham Advisors
New York
$1.99M -$1.08M -9,930 -35%
AI
95
Atria Investments
North Carolina
$1.97M -$356K -3,278 -15%
IPC
96
Independent Portfolio Consultants
Florida
$1.9M +$866K +7,975 +84%
OC
97
Oppenheimer & Co
New York
$1.88M +$169K +1,560 +10%
JIC
98
Johnson Investment Counsel
Ohio
$1.86M -$244K -2,242 -12%
BHWM
99
Bar Harbor Wealth Management
New Hampshire
$1.84M +$4.24K +39 +0.2%
TFA
100
Transamerica Financial Advisors
Florida
$1.8M -$906K -8,342 -34%
2 3
4
5 6