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iShares MBS ETF

225 hedge funds and large institutions have $6.12B invested in iShares MBS ETF in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+5
Holders Change %
+2.27%
% of All Funds
6%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.69%
New
24
Increased
73
Reduced
93
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
201
Financial Advantage
Maryland
$53K
HI
202
Hudock Inc
Pennsylvania
$49K +$49K +441 New
DSC
203
Duncker Streett & Co
Missouri
$47K
VCM
204
Vigilant Capital Management
Maine
$44K
SF
205
Synovus Financial
Georgia
$42K -$179K -1,620 -81%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$39.6K -$1.43K -13 -3%
Simplex Trading
207
Simplex Trading
Illinois
$35K +$35K +326 New
FCCM
208
First City Capital Management
Georgia
$34.9K
NFG
209
Next Financial Group
Texas
$33K
GWM
210
Gupta Wealth Management
California
$33K +$33K +300 New
MBT
211
Monroe Bank & Trust
Michigan
$28K
WCM
212
Wealthcare Capital Management
Virginia
$25K +$25K +230 New
FANJ
213
Financial Architects (New Jersey)
New Jersey
$22K +$112 +1 +0.5%
KA
214
Klingman & Associates
New York
$20K
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$20K
AIM
216
Advantage Investment Management
Iowa
$18K -$2.53M -23,210 -99%
CB
217
Community Bank
New York
$17K -$28.3K -250 -63%
CFA
218
Carroll Financial Associates
North Carolina
$17K
OIA
219
Optimum Investment Advisors
Illinois
$17K
DBT
220
Dubuque Bank & Trust
Iowa
$15K
LWCFA
221
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
UFA
222
US Financial Advisors
Massachusetts
$13K -$289K -2,711 -96%
CTC
223
Central Trust Company
Missouri
$13K -$224 -2 -2%
ED
224
Exane Derivatives
France
$4.41K -$9.16K -83 -67%
RFA
225
Reilly Financial Advisors
California
$4K