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iShares MBS ETF

260 hedge funds and large institutions have $7.12B invested in iShares MBS ETF in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+16
Holders Change %
+6.56%
% of All Funds
6.83%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.79%
New
40
Increased
95
Reduced
85
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAT
201
First American Trust
California
$233K +$33.7K +312 +17%
PAS
202
Partnervest Advisory Services
California
$224K +$224K +2,081 New
Loomis, Sayles & Company
203
Loomis, Sayles & Company
Massachusetts
$201K +$108K +1,004 +116%
FI
204
FormulaFolio Investments
Michigan
$200K +$200K +1,858 New
AIP
205
Ameritas Investment Partners
Nebraska
$182K -$537 -5 -0.3%
AC
206
Alexandria Capital
Virginia
$178K
WA
207
Winfield Associates
Ohio
$175K
PSC
208
Prentiss Smith & Co
Vermont
$156K
AP
209
Atwood & Palmer
Missouri
$156K +$7.84K +73 +5%
ASN
210
Advisory Services Network
Georgia
$155K -$20.5K -190 -12%
HW
211
Hedeker Wealth
Illinois
$140K +$140K +1,303 New
ACS
212
Archford Capital Strategies
Illinois
$135K +$23.6K +218 +21%
DBT
213
Dubuque Bank & Trust
Iowa
$133K
JIC
214
Joel Isaacson & Co
New York
$114K
FAM
215
Formidable Asset Management
Ohio
$111K +$29.1K +270 +36%
BCA
216
Bray Capital Advisors
Florida
$108K -$67.5K -625 -38%
SF
217
Synovus Financial
Georgia
$101K
WTC
218
WhitTier Trust Company
Nevada
$99K
MFW
219
Mosaic Family Wealth
Missouri
$99K +$99K +924 New
PFBT
220
Parkside Financial Bank & Trust
Missouri
$87K +$16.5K +153 +23%
CFN
221
Cordasco Financial Network
Florida
$82K -$3.24K -30 -4%
SFPM
222
Sensible Financial Planning & Management
Massachusetts
$80K
EWM
223
Evercore Wealth Management
New York
$78K +$78K +725 New
MIM
224
Macroview Investment Management
Maryland
$76K -$53K -494 -41%
IWM
225
Integrated Wealth Management
California
$72K