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iShares MBS ETF

244 hedge funds and large institutions have $7.3B invested in iShares MBS ETF in 2015 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+6
Holders Change %
+2.52%
% of All Funds
6.82%
Holding in Top 10
34
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+61.9%
% of All Funds
0.95%
New
36
Increased
90
Reduced
74
Closed
26
Calls
Puts
$702K
Net Calls
-$702K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Shares
Change %
BC
126
Bartlett & Co
Ohio
$1.22M +$20.7K +189 +2%
HA
127
Hays Advisory
Tennessee
$1.21M +$294K +2,685 +32%
MFS
128
MSI Financial Services
Massachusetts
$1.1M +$7.9K +72 +0.7%
Millennium Management
129
Millennium Management
New York
$1.1M +$1.1M +10,000 New
M&T Bank
130
M&T Bank
New York
$1.06M -$129K -1,178 -11%
Creative Planning
131
Creative Planning
Kansas
$1.05M -$519K -4,737 -33%
CCFCSB
132
Cape Cod Five Cents Savings Bank
Massachusetts
$1.01M -$244K -2,225 -20%
Fidelity International
133
Fidelity International
Bermuda
$962K -$31.8K -290 -3%
HFS
134
Haverford Financial Services
Pennsylvania
$897K +$897K +8,183 New
ECM
135
Exchange Capital Management
Michigan
$870K -$206K -1,883 -19%
QA
136
Quintium Advisors
Tennessee
$832K +$832K +7,590 New
CB
137
Commerce Bank
Missouri
$794K -$109K -993 -12%
SPC
138
Sigma Planning Corp
Michigan
$769K +$563K +5,135 +274%
DIA
139
Dana Investment Advisors
Wisconsin
$765K +$461K +4,210 +152%
QCMNJ
140
Quantum Capital Management (New Jersey)
New Jersey
$755K -$9.86K -90 -1%
US Bancorp
141
US Bancorp
Minnesota
$736K -$761K -6,941 -51%
UFA
142
US Financial Advisors
Massachusetts
$725K +$717K +6,543 +9,088%
VFS
143
VSR Financial Services
Kansas
$707K
CWA
144
Cypress Wealth Advisors
California
$700K
HB
145
Homrich & Berg
Georgia
$697K -$39.4K -360 -5%
IAS
146
IMA Advisory Services
Colorado
$675K
PAG
147
Pinnacle Advisory Group
Maryland
$661K
Truist Financial
148
Truist Financial
North Carolina
$652K -$815K -7,433 -56%
Franklin Resources
149
Franklin Resources
California
$652K +$652K +5,951 New
FPCP
150
Fort Point Capital Partners
California
$650K +$650K +5,930 New