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iShares MBS ETF

197 hedge funds and large institutions have $4.17B invested in iShares MBS ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-4
Holders Change %
-1.99%
% of All Funds
5.69%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.55%
New
22
Increased
63
Reduced
92
Closed
25
Calls
$20.9M
Puts
$499K
Net Calls
+$20.4M
Net Calls Change
+$867K
Name Holding Trade Value Shares
Change
Shares
Change %
UBS AM
101
UBS AM
Illinois
$1.43M -$1.08M
VAM
102
Visionary Asset Management
Texas
$1.43M -$229K -2,156 -14%
B
103
Baird
Wisconsin
$1.42M +$69.9K +658 +5%
B
104
Bellecapital
Switzerland
$1.38M -$106 -1 -0%
FM
105
Forward Management
California
$1.28M -$6.26K -59 -0.5%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$1.25M +$96.4K +908 +8%
BC
107
Bartlett & Co
Ohio
$1.21M -$13.3K -125 -1%
Citadel Advisors
108
Citadel Advisors
Florida
$1.21M +$1.21M +11,372 New
TFA
109
Transamerica Financial Advisors
Florida
$1.09M +$126K +1,190 +13%
HCMT
110
Highland Capital Management (Tennessee)
Tennessee
$1.07M +$58.7K +553 +6%
AP
111
Advisors Preferred
Maryland
$1.06M +$809K +7,620 +322%
LS
112
Lattice Strategies
Pennsylvania
$1.05M +$315K +2,963 +43%
VFS
113
VSR Financial Services
Kansas
$1.03M -$14.1K -133 -1%
MIM
114
Macroview Investment Management
Maryland
$978K -$6.12M -57,643 -86%
NES
115
New England Securities
New York
$960K +$150K +1,416 +19%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$942K +$141K +1,330 +18%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$884K -$717K -6,752 -45%
QCMNJ
118
Quantum Capital Management (New Jersey)
New Jersey
$801K +$27.4K +258 +4%
Citigroup
119
Citigroup
New York
$753K +$64K +603 +9%
BWAM
120
Boyd Watterson Asset Management
Ohio
$738K +$172K +1,622 +30%
CB
121
Commerce Bank
Missouri
$735K -$3.5K -33 -0.5%
WI
122
WrapManager Inc
California
$732K -$534K -5,035 -42%
HB
123
Homrich & Berg
Georgia
$730K -$8.92K -84 -1%
PTC
124
Private Trust Company
Ohio
$700K +$29K +273 +4%
IAS
125
IMA Advisory Services
Colorado
$654K