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iShares MBS ETF

195 hedge funds and large institutions have $4.33B invested in iShares MBS ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
6.33%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.75%
New
28
Increased
50
Reduced
104
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GEM
151
Global Endowment Management
North Carolina
$387K
WJA
152
Williams Jones & Associates
New York
$379K -$31.8K -300 -8%
SI
153
SII Investments
Wisconsin
$374K -$124K -1,173 -25%
SKK
154
Shepherd Kaplan Krochuk
Massachusetts
$363K -$47K -444 -11%
BAM
155
Barrett Asset Management
New York
$360K -$201K -1,900 -36%
KFS
156
KMS Financial Services
Washington
$355K -$489K -4,616 -58%
CNB
157
City National Bank
California
$353K +$353K +3,329 New
RIA
158
Regal Investment Advisors
Michigan
$305K -$1.32M -12,442 -81%
AC
159
Alexandria Capital
Virginia
$301K -$10.6K -100 -3%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$300K +$300K +2,828 New
FCB
161
First Citizens Bancorporation
South Carolina
$295K +$77.8K +734 +36%
NAM
162
NTV Asset Management
West Virginia
$285K -$881K -8,350 -76%
MCC
163
Mid Continent Capital
Illinois
$278K -$164K -1,550 -37%
CA
164
Cetera Advisors
Colorado
$262K -$15.7K -148 -6%
G
165
GlobalBridge
Minnesota
$257K -$212 -2 -0.1%
RFC
166
Regions Financial Corp
Alabama
$255K -$12.3K -116 -5%
EB
167
Eastern Bank
Massachusetts
$218K -$28.6K -270 -12%
JG
168
Jefferies Group
New York
$178K +$173K +1,633 +3,402%
WA
169
WFG Advisors
Texas
$129K +$18.6K +176 +17%
WTC
170
WhitTier Trust Company
Nevada
$124K -$106K -1,000 -46%
AIG
171
American International Group
New York
$95.1K -$125K -1,180 -57%
MA
172
MUFG Americas
New York
$83K +$83K +780 New
BBHC
173
Brown Brothers Harriman & Co
New York
$83K +$83K +786 New
MFS
174
MSI Financial Services
Massachusetts
$82K -$24.5K -232 -23%
OAM
175
Orinda Asset Management
California
$78K