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iShares MBS ETF

238 hedge funds and large institutions have $6.04B invested in iShares MBS ETF in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+13
Holders Change %
+5.78%
% of All Funds
6.42%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
30
Increased
81
Reduced
86
Closed
14
Calls
Puts
$749K
Net Calls
-$749K
Net Calls Change
-$749K
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
176
Brinker Capital Investments
Pennsylvania
$235K
BWM
177
Baystate Wealth Management
Massachusetts
$232K
OC
178
Oakworth Capital
Alabama
$232K
SI
179
SII Investments
Wisconsin
$223K +$223K +2,041 New
CSIA
180
Charles Schwab Investment Advisory
California
$208K -$377M -3,458,969 -100%
Citigroup
181
Citigroup
New York
$207K +$34.1K +313 +20%
SPC
182
Sigma Planning Corp
Michigan
$204K -$216K -1,990 -51%
IH
183
IFC Holdings
Florida
$204K +$204K +1,890 New
FAT
184
First American Trust
California
$201K +$201K +1,848 New
AIP
185
Ameritas Investment Partners
Nebraska
$184K +$8.33K +77 +5%
AC
186
Alexandria Capital
Virginia
$180K
WA
187
Winfield Associates
Ohio
$176K
BCA
188
Bray Capital Advisors
Florida
$176K +$67.7K +625 +63%
SAM
189
Shamrock Asset Management
Texas
$169K -$26.5K -244 -14%
PSC
190
Prentiss Smith & Co
Vermont
$157K
MIM
191
Macroview Investment Management
Maryland
$153K -$10.6K -98 -6%
AP
192
Atwood & Palmer
Missouri
$150K
ACS
193
Archford Capital Strategies
Illinois
$116K +$2.28K +21 +2%
ASN
194
Advisory Services Network
Georgia
$106K +$31.2K +287 +42%
CFN
195
Cordasco Financial Network
Florida
$103K -$127K -1,167 -55%
BBHC
196
Brown Brothers Harriman & Co
New York
$103K
WTC
197
WhitTier Trust Company
Nevada
$100K
KCM
198
Karp Capital Management
California
$90K +$90K +825 New
JG
199
Jefferies Group
New York
$88K -$343K -3,155 -80%
FAM
200
Formidable Asset Management
Ohio
$83K