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iShares MBS ETF

204 hedge funds and large institutions have $5.29B invested in iShares MBS ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+8
Holders Change %
+4.08%
% of All Funds
5.92%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.64%
New
22
Increased
90
Reduced
57
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
151
Citigroup
New York
$303K -$138K -1,282 -31%
GJIC
152
Gamble Jones Investment Counsel
California
$302K -$48.5K -448 -14%
TPP
153
Triangle Peak Partners
California
$294K
NFG
154
Next Financial Group
Texas
$269K +$269K +2,484 +248,400%
CFN
155
Cordasco Financial Network
Florida
$239K -$56.3K -520 -19%
CNB
156
City National Bank
California
$238K +$29.9K +277 +14%
BWM
157
Baystate Wealth Management
Massachusetts
$236K
VFS
158
VSR Financial Services
Kansas
$233K -$10.3K -95 -4%
BCI
159
Brinker Capital Investments
Pennsylvania
$233K
WEC
160
Winslow Evans & Crocker
Massachusetts
$230K +$230K +2,124 +53,100%
OC
161
Oakworth Capital
Alabama
$230K
SAM
162
Shamrock Asset Management
Texas
$218K -$2.04M -18,912 -90%
SF
163
Synovus Financial
Georgia
$216K
CIA
164
Capital Investment Advisors
Georgia
$207K -$8.41K -78 -4%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$200K +$200K +1,831 New
AC
166
Alexandria Capital
Virginia
$182K -$40.4K -373 -18%
MFS
167
MSI Financial Services
Massachusetts
$181K +$139K +1,285 +330%
WA
168
Winfield Associates
Ohio
$175K +$19.5K +181 +13%
AP
169
Atwood & Palmer
Missouri
$149K
ACS
170
Archford Capital Strategies
Illinois
$119K +$540 +5 +0.5%
PIA
171
Peachtree Investment Advisors
Georgia
$108K +$108K +1,000 New
VAM
172
Visionary Asset Management
Texas
$99K -$410K -3,776 -81%
WTC
173
WhitTier Trust Company
Nevada
$99K
PTC
174
Private Trust Company
Ohio
$95K +$18.6K +172 +24%
MA
175
MUFG Americas
New York
$92K +$52.3K +484 +132%