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iShares MBS ETF
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Overview Fund Activity

294 hedge funds and large institutions have $6.86B invested in iShares MBS ETF in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+16
Holders Change %
+5.76%
% of All Funds
7.36%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
52
Increased
90
Reduced
109
Closed
33
Calls
–
Puts
$1.94M
Net Calls
-$1.94M
Net Calls Change
-$1.94M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$559M
2
Ameriprise
Ameriprise
Minnesota
$184M
3
Allianz Asset Management
Allianz Asset Management
Germany
$59.1M
4
BFA
BlackRock Fund Advisors
California
$32.5M
5
KC
Kepos Capital
New York
$63.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.31B
2
SMA
Simply Money Advisors
Ohio
$1.97M
3
IA
IndexIQ Advisors
New York
$8.63M
4
Lazard Asset Management
Lazard Asset Management
New York
$19.7M
5
WI
WBI Investments
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
126
Baird Financial Group
Wisconsin
$1.7M +$48.6K +457 +3%
MFS
127
MSI Financial Services
Massachusetts
$1.68M -$9.25K -87 -0.5%
TC
128
Telemus Capital
Michigan
$1.62M +$1.62M +15,199 New
ACP
129
Aveo Capital Partners
Colorado
$1.57M +$1.57M +14,781 New
IPC
130
Independent Portfolio Consultants
Florida
$1.53M -$32.4K -305 -2%
TU
131
TDAM USA
Ontario, Canada
$1.49M -$74.4K -700 -5%
MRC
132
Millburn Ridgefield Corp
New York
$1.46M +$1.46M +13,750 New
HJA
133
Hugh Johnson Advisors
New York
$1.44M +$1.44M +13,500 New
PAG
134
Pinnacle Advisory Group
Maryland
$1.44M +$597K +5,613 +71%
HCA
135
Heck Capital Advisors
Wisconsin
$1.42M +$1.42M +13,322 New
Nomura Asset Management
136
Nomura Asset Management
Japan
$1.38M +$159K +1,500 +13%
JIC
137
Johnson Investment Counsel
Ohio
$1.37M -$21.3K -200 -2%
IH
138
IFC Holdings
Florida
$1.34M +$280K +2,638 +27%
FPCP
139
Fort Point Capital Partners
California
$1.31M +$192K +1,797 +17%
RBC
140
Ronald Blue & Co
Georgia
$1.3M -$85.4K -803 -6%
RWM
141
Ritholtz Wealth Management
New York
$1.26M +$1.26M +11,824 New
Creative Planning
142
Creative Planning
Kansas
$1.25M -$9.78K -92 -0.8%
QCMNJ
143
Quantum Capital Management (New Jersey)
New Jersey
$1.24M +$6.59K +62 +0.5%
BTIS
144
BB&T Investment Services
North Carolina
$1.22M +$1.22M +11,513 New
Citadel Advisors
145
Citadel Advisors
Florida
$1.22M +$1.22M +11,486 New
AA
146
Alesco Advisors
New York
$1.21M +$117K +1,100 +11%
DIA
147
Davidson Investment Advisors
Montana
$1.17M -$170K -1,601 -13%
AIA
148
Allegis Investment Advisors
Idaho
$1.16M -$3.25M -30,588 -74%
CB
149
Commerce Bank
Missouri
$1.15M +$254K +2,392 +28%
Federated Hermes
150
Federated Hermes
Pennsylvania
$1.14M -$16K -150 -1%
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