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iShares MBS ETF

195 hedge funds and large institutions have $4.33B invested in iShares MBS ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
6.33%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.75%
New
28
Increased
50
Reduced
104
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
101
Alesco Advisors
New York
$1.55M -$1.59K -15 -0.1%
US Bancorp
102
US Bancorp
Minnesota
$1.43M -$594K -5,610 -29%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$1.39M +$293K +2,764 +27%
FIMS
104
FBL Investment Management Services
Iowa
$1.34M +$672K +6,365 +100%
HFS
105
HL Financial Services
Kentucky
$1.34M -$167K -1,576 -11%
LS
106
Lattice Strategies
Pennsylvania
$1.31M -$2.4M -22,631 -65%
FM
107
Forward Management
California
$1.28M -$27.5K -260 -2%
NEAM
108
New England Asset Management
Connecticut
$1.25M +$1.25M +11,768 New
BC
109
Bartlett & Co
Ohio
$1.22M
CS
110
Comerica Securities
Michigan
$1.18M -$5.29K -50 -0.4%
VKH
111
Virtu KCG Holdings
New York
$1.18M +$1.18M +11,137 New
UBS AM
112
UBS AM
Illinois
$1.1M -$1.28M
WI
113
WrapManager Inc
California
$1.09M +$26.5K +251 +2%
OC
114
Oppenheimer & Co
New York
$1.08M -$93.4K -882 -8%
VFS
115
VSR Financial Services
Kansas
$1.04M +$19.4K +183 +2%
SC
116
SouthState Corp
Florida
$1.01M +$1.01M +9,578 New
HCMT
117
Highland Capital Management (Tennessee)
Tennessee
$998K +$9.21K +87 +0.9%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$956K -$483K -4,555 -34%
FIM
119
Freedom Investment Management
Connecticut
$915K -$2.4M -22,682 -72%
BCI
120
Brinker Capital Investments
Pennsylvania
$854K -$1.38K -13 -0.2%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$816K +$42.3K +399 +5%
AI
122
Atria Investments
North Carolina
$796K +$584K +5,518 +276%
CPO
123
Cerity Partners OCIO
New York
$779K -$1.23M -11,621 -61%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$760K -$85.7K -810 -10%
Creative Planning
125
Creative Planning
Kansas
$738K +$70.9K +670 +11%