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iShares MBS ETF

196 hedge funds and large institutions have $4.89B invested in iShares MBS ETF in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
5.64%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.58%
New
21
Increased
67
Reduced
72
Closed
20
Calls
$108K
Puts
$346K
Net Calls
-$238K
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FIMS
126
FBL Investment Management Services
Iowa
$564K
MIM
127
Macroview Investment Management
Maryland
$545K -$453K -4,185 -45%
PIA
128
Piedmont Investment Advisors
North Carolina
$541K -$1.62M -15,000 -75%
CS
129
Comerica Securities
Michigan
$531K +$37.1K +343 +8%
HighTower Advisors
130
HighTower Advisors
Illinois
$523K -$33.5K -310 -6%
PAG
131
Pinnacle Advisory Group
Maryland
$519K +$6.82K +63 +1%
VAM
132
Visionary Asset Management
Texas
$507K -$946K -8,749 -65%
FNBT
133
FineMark National Bank & Trust
Florida
$491K
T
134
Thomaspartners
Massachusetts
$463K -$9.51K -88 -2%
TWM
135
Torch Wealth Management
Ohio
$460K
Citigroup
136
Citigroup
New York
$442K -$325K -3,008 -42%
BA
137
BlackRock Advisors
Delaware
$433K +$433K +4,005 New
Kayne Anderson Rudnick Investment Management
138
Kayne Anderson Rudnick Investment Management
California
$422K
AP
139
Advisors Preferred
Maryland
$403K -$678K -6,261 -63%
PPA
140
Parametric Portfolio Associates
Washington
$400K -$3.25K -30 -0.8%
FIM
141
Freedom Investment Management
Connecticut
$391K +$173K +1,601 +80%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$376K -$50.5K -467 -12%
BAM
143
Barrett Asset Management
New York
$368K
DC
144
Davenport & Co
Virginia
$353K -$79K -730 -18%
GJIC
145
Gamble Jones Investment Counsel
California
$351K -$32.3K -298 -8%
NAM
146
NTV Asset Management
West Virginia
$346K
TU
147
TDAM USA
Ontario, Canada
$302K +$302K +2,795 New
B
148
Bellecapital
Switzerland
$297K -$1.11M -10,270 -79%
CFN
149
Cordasco Financial Network
Florida
$295K -$75.7K -700 -20%
TPP
150
Triangle Peak Partners
California
$295K