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iShares MBS ETF
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Overview Fund Activity

268 hedge funds and large institutions have $6.93B invested in iShares MBS ETF in 2016 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 115 increasing their positions, 82 reducing their positions, and 27 closing their positions.

Holders
268
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
7.16%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.72%
New
28
Increased
115
Reduced
82
Closed
27
Calls
–
Puts
$4.6M
Net Calls
-$4.6M
Net Calls Change
-$4.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.9B
2
Wells Fargo
2
Wells Fargo
California
$518M
3
State Street
3
State Street
Massachusetts
$105M
4
UBS Group
4
UBS Group
Switzerland
$292M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$386M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$515K
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$325M
3
AssetMark Inc
3
AssetMark Inc
California
$61.7M
4
Charles Schwab
4
Charles Schwab
California
$0
5
FIG
5
FundX Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
101
Signet Financial Management
New Jersey
$3.33M +$251K +2,279 +8%
GLA
102
Great Lakes Advisors
Illinois
$3.32M -$320K -2,913 -9%
AIA
103
Allegis Investment Advisors
Idaho
$3.31M -$513K -4,666 -13%
DADC
104
D.A. Davidson & Co
Montana
$3.29M -$1.21K -11 -0%
SS
105
Simplicity Solutions
Minnesota
$3.23M +$220K +2,001 +7%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$3.22M +$2.17M +19,721 +206%
CCG
107
Cypress Capital Group
Florida
$3.15M +$183K +1,665 +6%
BCM
108
Brookstone Capital Management
Illinois
$3.07M +$782K +7,110 +34%
1CP
109
1607 Capital Partners
Virginia
$2.97M +$132K +1,200 +5%
BA
110
BlackRock Advisors
Delaware
$2.96M -$39.5K -359 -1%
BOTW
111
Bank of the West
California
$2.85M -$2.7M -24,551 -49%
CA
112
Cetera Advisors
Colorado
$2.8M +$462K +4,200 +20%
RIA
113
Regal Investment Advisors
Michigan
$2.69M +$227K +2,061 +9%
CAM
114
Concorde Asset Management
Michigan
$2.63M +$471K +4,284 +22%
Millennium Management
115
Millennium Management
New York
$2.52M +$2.07M +18,826 +465%
PAS
116
Park Avenue Securities
New York
$2.5M +$142K +1,291 +6%
ICAS
117
Investors Capital Advisory Services
Massachusetts
$2.42M +$141K +1,283 +6%
AI
118
Atria Investments
North Carolina
$2.41M +$538K +4,890 +29%
IPC
119
Independent Portfolio Consultants
Florida
$2.11M +$158K +1,440 +8%
TU
120
TDAM USA
Ontario, Canada
$1.98M +$264K +2,400 +15%
TNBTD
121
Trustmark National Bank Trust Department
Mississippi
$1.98M +$1.98M +18,000 New
MA
122
MUFG Americas
New York
$1.95M +$881K +8,010 +83%
SI
123
SII Investments
Wisconsin
$1.94M +$592K +5,385 +44%
MFS
124
MSI Financial Services
Massachusetts
$1.91M +$289K +2,629 +18%
OCG
125
Opus Capital Group
Ohio
$1.83M +$65.9K +599 +4%
3 4
5
6 7