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iShares MBS ETF
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Overview Fund Activity

278 hedge funds and large institutions have $7.66B invested in iShares MBS ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+10
Holders Change %
+3.73%
% of All Funds
7.43%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.59%
New
28
Increased
104
Reduced
94
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.2B
2
State Street
State Street
Massachusetts
$230M
3
UCFA
United Capital Financial Advisors
Texas
$131M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$267M
5
Morgan Stanley
Morgan Stanley
New York
$175M

Top Sellers

1
WI
WBI Investments
New Jersey
$17.2M
2
Lazard Asset Management
Lazard Asset Management
New York
$20.9M
3
SAS
Sage Advisory Services
Texas
$73.8M
4
KeyBank National Association
KeyBank National Association
Ohio
$172M
5
FA
FDx Advisors
Illinois
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
151
National Planning Corporation
California
$877K -$119K -1,089 -12%
PAG
152
Pinnacle Advisory Group
Maryland
$863K -$55.3K -505 -6%
RPG
153
Risk Paradigm Group
Texas
$863K -$141K -1,279 -14%
FM
154
Forward Management
California
$860K -$511K -4,642 -37%
Millennium Management
155
Millennium Management
New York
$820K -$1.7M -15,423 -67%
HWM
156
Highwater Wealth Management
Colorado
$777K +$777K +7,054 New
EWA
157
EP Wealth Advisors
California
$775K – – –
NDSI
158
Newman Dignan & Sheerar Inc
Rhode Island
$714K +$314K +2,850 +78%
HighTower Advisors
159
HighTower Advisors
Illinois
$702K +$41.8K +379 +6%
IAS
160
IMA Advisory Services
Colorado
$678K – – –
CAN
161
Cetera Advisor Networks
California
$658K +$195K +1,768 +42%
Franklin Resources
162
Franklin Resources
California
$652K – – –
SI
163
Shaker Investments
Ohio
$650K +$650K +5,900 New
ACM
164
Argentus Capital Management
Texas
$629K -$19.3K -175 -3%
SCA
165
Snowden Capital Advisors
New York
$621K -$3.38M -30,660 -84%
AWA
166
ARS Wealth Advisors
Florida
$614K -$991 -9 -0.2%
GJIC
167
Gamble Jones Investment Counsel
California
$581K +$146K +1,329 +34%
AFP
168
Ausdal Financial Partners
Iowa
$561K -$242K -2,194 -30%
ASN
169
Advisory Services Network
Georgia
$561K +$15.7K +143 +3%
CHAM
170
Clear Harbor Asset Management
Connecticut
$554K -$426K -3,866 -43%
WI
171
Wintrust Investments
Illinois
$550K +$550K +4,999 New
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$525K +$270K +2,457 +106%
WCM
173
Weatherstone Capital Management
Colorado
$523K -$717K -6,512 -58%
KA
174
Kovack Advisors
Florida
$505K +$505K +4,589 New
LTI
175
Laffer Tengler Investments
Tennessee
$500K -$2.53K -23 -0.5%
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7
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