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iShares MBS ETF
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Overview Fund Activity

278 hedge funds and large institutions have $7.66B invested in iShares MBS ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+10
Holders Change %
+3.73%
% of All Funds
7.43%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.59%
New
28
Increased
104
Reduced
94
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.2B
2
State Street
State Street
Massachusetts
$230M
3
UCFA
United Capital Financial Advisors
Texas
$131M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$267M
5
Morgan Stanley
Morgan Stanley
New York
$175M

Top Sellers

1
WI
WBI Investments
New Jersey
$17.2M
2
Lazard Asset Management
Lazard Asset Management
New York
$20.9M
3
SAS
Sage Advisory Services
Texas
$73.8M
4
KeyBank National Association
KeyBank National Association
Ohio
$172M
5
FA
FDx Advisors
Illinois
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPC
126
Independent Portfolio Consultants
Florida
$1.62M -$496K -4,505 -23%
TU
127
TDAM USA
Ontario, Canada
$1.62M -$369K -3,350 -19%
CWM
128
Concert Wealth Management
California
$1.55M -$34.5K -314 -2%
BFA
129
BlackRock Fund Advisors
California
$1.52M -$2.59M -23,537 -63%
JIC
130
Johnson Investment Counsel
Ohio
$1.44M -$53.6K -487 -4%
RBC
131
Ronald Blue & Co
Georgia
$1.43M +$642K +5,826 +81%
DIA
132
Davidson Investment Advisors
Montana
$1.38M -$194K -1,762 -12%
Creative Planning
133
Creative Planning
Kansas
$1.31M +$342K +3,102 +35%
HPC
134
HM Payson & Co
Maine
$1.3M -$402K -3,650 -24%
QCMNJ
135
Quantum Capital Management (New Jersey)
New Jersey
$1.28M +$5.29K +48 +0.4%
ICOA
136
Investment Centers of America
North Dakota
$1.27M +$123K +1,113 +11%
Nomura Asset Management
137
Nomura Asset Management
Japan
$1.27M – – –
M&T Bank
138
M&T Bank
New York
$1.21M +$130K +1,179 +12%
Federated Hermes
139
Federated Hermes
Pennsylvania
$1.19M +$19.8K +180 +2%
BC
140
Bartlett & Co
Ohio
$1.17M -$44.2K -401 -4%
FPCP
141
Fort Point Capital Partners
California
$1.16M -$142K -1,291 -11%
AA
142
Alesco Advisors
New York
$1.13M +$212K +1,925 +23%
IH
143
IFC Holdings
Florida
$1.1M +$70.6K +641 +7%
PAS
144
Partnervest Advisory Services
California
$1.09M +$188K +1,708 +21%
TFA
145
Transamerica Financial Advisors
Florida
$1.08M -$335K -3,046 -24%
Truist Financial
146
Truist Financial
North Carolina
$942K -$68.8K -625 -7%
CB
147
Commerce Bank
Missouri
$925K – – –
DIA
148
Dana Investment Advisors
Wisconsin
$908K -$275K -2,500 -23%
LPL Financial
149
LPL Financial
California
$903K +$390K +3,554 +76%
BFEC
150
Benjamin F. Edwards & Company
Missouri
$897K +$875K +7,948 +3,915%
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