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iShares MBS ETF

197 hedge funds and large institutions have $4.17B invested in iShares MBS ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-4
Holders Change %
-1.99%
% of All Funds
5.69%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.55%
New
22
Increased
63
Reduced
92
Closed
25
Calls
$20.9M
Puts
$499K
Net Calls
+$20.4M
Net Calls Change
+$867K
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
151
NTV Asset Management
West Virginia
$339K +$53K +500 +19%
CA
152
Cetera Advisors
Colorado
$306K +$44.3K +416 +17%
SAM
153
Shamrock Asset Management
Texas
$290K -$169K -1,588 -37%
TPP
154
Triangle Peak Partners
California
$289K -$75.3K -710 -21%
AC
155
Alexandria Capital
Virginia
$281K -$20.7K -195 -7%
PAG
156
Private Advisor Group
New Jersey
$270K +$270K +2,547 New
CNB
157
City National Bank
California
$263K -$451K -4,244 -63%
CIA
158
Capital Investment Advisors
Georgia
$245K -$22.5K -212 -8%
BWM
159
Baystate Wealth Management
Massachusetts
$232K
BCI
160
Brinker Capital Investments
Pennsylvania
$229K -$581K -5,475 -72%
OC
161
Oakworth Capital
Alabama
$226K
IFWM
162
Institute for Wealth Management
Colorado
$215K +$215K +2,026 New
FIM
163
Freedom Investment Management
Connecticut
$213K -$64.7K -611 -23%
SF
164
Synovus Financial
Georgia
$212K -$354K -3,342 -63%
SC
165
SouthState Corp
Florida
$206K -$152K -1,434 -43%
RIA
166
Regal Investment Advisors
Michigan
$185K +$162K +1,525 +700%
WTC
167
WhitTier Trust Company
Nevada
$98K
MFS
168
MSI Financial Services
Massachusetts
$87K -$5.53K -52 -6%
TSW
169
Thompson Siegel & Walmsley
Virginia
$80K +$80K +750 New
OAM
170
Orinda Asset Management
California
$78K
MP
171
Manifold Partners
California
$76K -$238K -2,249 -76%
ACS
172
Archford Capital Strategies
Illinois
$73.5K +$73.5K +693 New
ACM
173
Antonetti Capital Management
Florida
$71K
CTC
174
Central Trust Company
Missouri
$70K +$23.1K +217 +49%
PSUF
175
People's United Financial
Connecticut
$64K