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iShares MBS ETF
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Overview Fund Activity

220 hedge funds and large institutions have $5.52B invested in iShares MBS ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.75%
New
40
Increased
84
Reduced
71
Closed
21
Calls
$798K
Puts
$306K
Net Calls
+$492K
Net Calls Change
+$492K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$747M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$95.4M
3
LPL Financial
3
LPL Financial
California
$129M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$61.7M
5
BIM
5
BlackRock Investment Management
Delaware
$66.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$815M
2
DPIM
2
Duff & Phelps Investment Management
Illinois
$0
3
CC
3
Curian Capital
Colorado
$38.4M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$27.7M
5
JIR
5
James Investment Research
Ohio
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$1.92M +$1.92M +17,574 New
CAN
102
Cetera Advisor Networks
California
$1.81M +$1.11M +10,104 +157%
CWM
103
Concert Wealth Management
California
$1.76M -$40.9K -374 -2%
OCG
104
Opus Capital Group
Ohio
$1.75M – – –
AA
105
Alesco Advisors
New York
$1.75M +$15.9K +145 +0.9%
NA
106
Navellier & Associates
Nevada
$1.74M +$705K +6,454 +68%
F
107
FolioMetrix
Nebraska
$1.7M +$1.7M +15,886 New
OC
108
Oppenheimer & Co
New York
$1.64M -$45.8K -419 -3%
HPC
109
HM Payson & Co
Maine
$1.64M -$30.9K -283 -2%
Millennium Management
110
Millennium Management
New York
$1.52M +$149K +1,363 +11%
US Bancorp
111
US Bancorp
Minnesota
$1.5M +$168K +1,541 +13%
B
112
Baird
Wisconsin
$1.48M -$17.2K -157 -1%
CA
113
Cetera Advisors
Colorado
$1.45M +$324K +2,961 +29%
FM
114
Forward Management
California
$1.38M -$27.7K -254 -2%
BA
115
BlackRock Advisors
Delaware
$1.34M +$587K +5,373 +78%
Truist Financial
116
Truist Financial
North Carolina
$1.31M +$623K +5,701 +91%
Creative Planning
117
Creative Planning
Kansas
$1.28M +$191K +1,746 +17%
BC
118
Bartlett & Co
Ohio
$1.26M -$49.2K -450 -4%
Invesco
119
Invesco
Georgia
$1.19M -$335K -3,063 -22%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$1.13M +$41.5K +380 +4%
M&T Bank
121
M&T Bank
New York
$1.13M +$69.8K +639 +7%
SWP
122
Stratos Wealth Partners
Ohio
$1.11M +$1.11M +10,165 New
AI
123
Atria Investments
North Carolina
$1.11M +$256K +2,341 +30%
HA
124
Hays Advisory
Tennessee
$1.04M +$144K +1,321 +16%
Fidelity International
125
Fidelity International
Bermuda
$998K +$998K +9,140 New
3 4
5
6 7