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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 %
DSN
126
D. Scott Neal
Kentucky
$579K -$214K -2,020 -27%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$567K -$1.21M -11,422 -68%
NA
128
Navellier & Associates
Nevada
$555K +$555K +5,228 New
FIMS
129
FBL Investment Management Services
Iowa
$553K -$122K -1,153 -18%
HighTower Advisors
130
HighTower Advisors
Illinois
$546K -$916K -8,631 -63%
HCM
131
Hilton Capital Management
New York
$527K -$854K
SKK
132
Shepherd Kaplan Krochuk
Massachusetts
$519K +$159K +1,500 +44%
PAG
133
Pinnacle Advisory Group
Maryland
$502K +$502K +4,735 New
CS
134
Comerica Securities
Michigan
$484K -$63.3K -597 -12%
FNBT
135
FineMark National Bank & Trust
Florida
$481K -$109K -1,028 -18%
T
136
Thomaspartners
Massachusetts
$464K -$16.1K -152 -3%
Creative Planning
137
Creative Planning
Kansas
$455K -$167K -1,578 -27%
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
$453K -$79.7K -750 -15%
TWM
139
Torch Wealth Management
Ohio
$451K -$21.2K -200 -4%
DC
140
Davenport & Co
Virginia
$424K -$15.4K -145 -4%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$418K -$162K -1,526 -28%
Kayne Anderson Rudnick Investment Management
142
Kayne Anderson Rudnick Investment Management
California
$414K
G
143
GlobalBridge
Minnesota
$410K +$31.2K +294 +8%
PPA
144
Parametric Portfolio Associates
Washington
$396K -$32.6K -307 -8%
KT
145
Kanaly Trust
Texas
$395K -$108K -1,017 -21%
RCM
146
Rotella Capital Management
Washington
$382K +$382K +3,600 New
GJIC
147
Gamble Jones Investment Counsel
California
$375K -$10.4K -98 -3%
CFN
148
Cordasco Financial Network
Florida
$364K -$350K -3,300 -49%
BAM
149
Barrett Asset Management
New York
$361K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$361K +$34.9K +328 +11%