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iShares MBS ETF

268 hedge funds and large institutions have $6.93B invested in iShares MBS ETF in 2016 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 115 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
7.16%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.72%
New
28
Increased
115
Reduced
82
Closed
27
Calls
Puts
$4.6M
Net Calls
-$4.6M
Net Calls Change
-$4.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HB
201
Homrich & Berg
Georgia
$300K
AIM
202
Advantage Investment Management
Iowa
$296K -$7.51M -68,377 -96%
VWM
203
Venturi Wealth Management
Texas
$294K -$363K -3,300 -55%
WP
204
WealthSource Partners
California
$278K -$61.9K -563 -18%
BFPW
205
BOK Financial Private Wealth
Colorado
$265K +$265K +2,413 New
HFS
206
Haverford Financial Services
Pennsylvania
$260K -$621K -5,643 -70%
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$253K +$51.7K +473 +26%
ST
208
Smithfield Trust
Pennsylvania
$251K
LS
209
Lattice Strategies
Pennsylvania
$245K -$67.6K -615 -22%
DC
210
Davenport & Co
Virginia
$244K +$8.25K +75 +4%
FAT
211
First American Trust
California
$238K
KT
212
Kanaly Trust
Texas
$233K -$52.9K -481 -19%
OC
213
Oakworth Capital
Alabama
$232K -$37.9K -347 -14%
KCM
214
Karp Capital Management
California
$212K +$212K +1,929 New
IFAM
215
Institutional & Family Asset Management
Colorado
$209K -$224K -2,035 -52%
WA
216
Winfield Associates
Ohio
$178K
ACS
217
Archford Capital Strategies
Illinois
$174K +$174K +1,582 New
LNB
218
Ledyard National Bank
$165K -$55K -500 -25%
AP
219
Atwood & Palmer
Missouri
$160K
PSC
220
Prentiss Smith & Co
Vermont
$159K
EWM
221
Evercore Wealth Management
New York
$121K +$41.3K +376 +52%
JIC
222
Joel Isaacson & Co
New York
$116K
Citigroup
223
Citigroup
New York
$114K +$70.8K +644 +164%
SF
224
Synovus Financial
Georgia
$113K +$9.97K +91 +10%
BCA
225
Bray Capital Advisors
Florida
$110K +$110K +1,000 New