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iShares MBS ETF

294 hedge funds and large institutions have $6.86B invested in iShares MBS ETF in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+16
Holders Change %
+5.76%
% of All Funds
7.36%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
52
Increased
90
Reduced
109
Closed
33
Calls
Puts
$1.94M
Net Calls
-$1.94M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
176
ARS Wealth Advisors
Florida
$529K -$63.8K -600 -11%
WI
177
Wintrust Investments
Illinois
$516K -$16K -150 -3%
KA
178
Kovack Advisors
Florida
$493K +$5.42K +51 +1%
HFA
179
High Falls Advisors
New York
$491K -$12.4M -116,540 -96%
BFEC
180
Benjamin F. Edwards & Company
Missouri
$489K -$377K -3,549 -44%
JWS
181
Juncture Wealth Strategies
Arizona
$476K +$121K +1,138 +34%
TWM
182
Torch Wealth Management
Ohio
$468K
CWM
183
Cornerstone Wealth Management
Missouri
$447K +$249K +2,341 +125%
William Blair & Company
184
William Blair & Company
Illinois
$429K -$17.8K -167 -4%
Loomis, Sayles & Company
185
Loomis, Sayles & Company
Massachusetts
$427K +$427K +4,019 New
Betterment LLC
186
Betterment LLC
New York
$418K +$4.78K +45 +1%
RJT
187
Raymond James Trust
Florida
$409K -$13.4K -126 -3%
LW
188
Linscomb Wealth
Texas
$408K -$10.9K -102 -3%
GLA
189
Good Life Advisors
Pennsylvania
$405K +$405K +3,789 New
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$403K -$104K -976 -20%
LPIC
191
LeJeune Puetz Investment Counsel
Michigan
$399K +$399K +3,750 New
Comerica Bank
192
Comerica Bank
Texas
$398K +$20.4K +191 +5%
PPA
193
Parametric Portfolio Associates
Washington
$394K
LFAS
194
Level Four Advisory Services
Texas
$393K +$393K +3,699 New
SFP
195
Shepherd Financial Partners
Massachusetts
$391K +$391K +3,675 New
HighTower Advisors
196
HighTower Advisors
Illinois
$366K -$308K -2,908 -46%
RFM
197
Royal Fund Management
Florida
$363K +$363K +3,422 New
CHAM
198
Clear Harbor Asset Management
Connecticut
$362K -$173K -1,627 -32%
SAM
199
Solaris Asset Management
New York
$355K
BFA
200
Beaumont Financial Advisors
Massachusetts
$355K +$355K +3,338 New