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iShares MBS ETF

280 hedge funds and large institutions have $7.24B invested in iShares MBS ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 105 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-14
Holders Change %
-4.76%
% of All Funds
6.98%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
26
Increased
105
Reduced
112
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VKH
151
Virtu KCG Holdings
New York
$790K -$1.9M -17,876 -71%
HWM
152
Highwater Wealth Management
Colorado
$785K +$25.5K +239 +3%
CA
153
Continuum Advisory
Idaho
$699K +$699K +6,561 New
SMA
154
Simply Money Advisors
Ohio
$660K -$1.32M -12,364 -67%
TFA
155
Transamerica Financial Advisors
Florida
$634K -$148K -1,393 -19%
Franklin Resources
156
Franklin Resources
California
$627K -$3.73K -35 -0.6%
HPC
157
HM Payson & Co
Maine
$626K -$6.71K -63 -1%
ASN
158
Advisory Services Network
Georgia
$624K +$624K +5,856 New
BGC
159
Blue Granite Capital
South Carolina
$603K
LTI
160
Laffer Tengler Investments
Tennessee
$599K -$6.71K -63 -1%
CWM
161
Concert Wealth Management
California
$591K -$93.1K -874 -14%
HIC
162
Holderness Investments Company
North Carolina
$591K +$591K +5,550 New
FIM
163
Freedom Investment Management
Connecticut
$566K -$1.57M -14,687 -73%
GJIC
164
Gamble Jones Investment Counsel
California
$553K -$10.3K -97 -2%
SFS
165
Sowell Financial Services
Arkansas
$531K +$531K +4,955 New
JPMPWA
166
J.P. Morgan Private Wealth Advisors
California
$523K -$1.89M -17,764 -78%
WI
167
Wintrust Investments
Illinois
$511K -$5.32K -50 -1%
LPIC
168
LeJeune Puetz Investment Counsel
Michigan
$506K +$107K +1,000 +27%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$499K +$94.5K +887 +23%
KA
170
Kovack Advisors
Florida
$494K
RJT
171
Raymond James Trust
Florida
$484K +$73.7K +692 +18%
Comerica Bank
172
Comerica Bank
Texas
$478K +$79.5K +745 +20%
WCM
173
Weatherstone Capital Management
Colorado
$478K +$180K +1,694 +61%
TWM
174
Torch Wealth Management
Ohio
$469K
EWA
175
EP Wealth Advisors
California
$454K -$196K -1,837 -30%