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iShares MBS ETF

260 hedge funds and large institutions have $7.12B invested in iShares MBS ETF in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+16
Holders Change %
+6.56%
% of All Funds
6.83%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.79%
New
40
Increased
95
Reduced
85
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
YP
151
Yellowstone Partners
Idaho
$773K +$176K +1,635 +29%
PAG
152
Pinnacle Advisory Group
Maryland
$746K +$96K +891 +15%
IH
153
IFC Holdings
Florida
$717K +$254K +2,367 +55%
QCMNJ
154
Quantum Capital Management (New Jersey)
New Jersey
$713K -$29.1K -270 -4%
UFA
155
US Financial Advisors
Massachusetts
$713K
AFP
156
Ausdal Financial Partners
Iowa
$706K +$706K +6,555 New
CCFCSB
157
Cape Cod Five Cents Savings Bank
Massachusetts
$701K -$288K -2,670 -29%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$696K +$218K +2,028 +46%
Millennium Management
159
Millennium Management
New York
$692K -$386K -3,579 -36%
CWA
160
Cypress Wealth Advisors
California
$687K
ECM
161
Exchange Capital Management
Michigan
$681K -$173K -1,608 -20%
EWA
162
EP Wealth Advisors
California
$679K +$251K +2,330 +59%
SI
163
SII Investments
Wisconsin
$664K +$212K +1,972 +47%
IAS
164
IMA Advisory Services
Colorado
$663K
Franklin Resources
165
Franklin Resources
California
$652K +$10.9K +101 +2%
VWM
166
Venturi Wealth Management
Texas
$632K +$632K +5,869 New
AWA
167
ARS Wealth Advisors
Florida
$584K +$175K +1,625 +43%
CAN
168
Cetera Advisor Networks
California
$551K -$33.5K -311 -6%
SAM
169
Shamrock Asset Management
Texas
$543K +$273K +2,538 +101%
HNB
170
Huntington National Bank
Ohio
$537K -$567K
Invesco
171
Invesco
Georgia
$504K -$89.4K -830 -15%
AA
172
Alesco Advisors
New York
$496K +$96.8K +900 +24%
CSIA
173
Charles Schwab Investment Advisory
California
$496K +$244K +2,265 +97%
TWM
174
Torch Wealth Management
Ohio
$474K
HB
175
Homrich & Berg
Georgia
$441K -$244K -2,263 -36%