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iShares MBS ETF

244 hedge funds and large institutions have $7.3B invested in iShares MBS ETF in 2015 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+6
Holders Change %
+2.52%
% of All Funds
6.82%
Holding in Top 10
34
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+61.9%
% of All Funds
0.95%
New
36
Increased
90
Reduced
74
Closed
26
Calls
Puts
$702K
Net Calls
-$702K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
201
Joel Isaacson & Co
New York
$116K +$35.2K +320 +43%
ACS
202
Archford Capital Strategies
Illinois
$113K -$4.39K -40 -4%
SF
203
Synovus Financial
Georgia
$103K +$61.4K +560 +147%
WTC
204
WhitTier Trust Company
Nevada
$101K
Loomis, Sayles & Company
205
Loomis, Sayles & Company
Massachusetts
$95K +$95K +863 New
KCM
206
Karp Capital Management
California
$90K
CFN
207
Cordasco Financial Network
Florida
$87K -$17.6K -160 -17%
FAM
208
Formidable Asset Management
Ohio
$83K
SFPM
209
Sensible Financial Planning & Management
Massachusetts
$81K -$167K -1,528 -67%
HI
210
Hudock Inc
Pennsylvania
$79K +$31.1K +287 +65%
WTB
211
Washington Trust Bank
Washington
$76K
IWM
212
Integrated Wealth Management
California
$74K +$993 +9 +1%
PFBT
213
Parkside Financial Bank & Trust
Missouri
$71K +$71K +652 New
BCM
214
Brookstone Capital Management
Illinois
$70K
MFBTD
215
MB Financial Bank - Trust Department
Illinois
$69K
PSUF
216
People's United Financial
Connecticut
$66K
TC
217
Trust Company
Kansas
$65K +$65K +594 New
TF
218
Tompkins Financial
New York
$63K
JFA
219
JNBA Financial Advisors
Minnesota
$56K
FA
220
Financial Advantage
Maryland
$53K
DSC
221
Duncker Streett & Co
Missouri
$47K
CFA
222
Carroll Financial Associates
North Carolina
$46K +$15.4K +142 +51%
VCM
223
Vigilant Capital Management
Maine
$44K
MA
224
MUFG Americas
New York
$42K +$42K +386 New
CCS
225
Crosspoint Capital Strategies
California
$41K +$41K +375 New