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iShares MBS ETF

278 hedge funds and large institutions have $7.66B invested in iShares MBS ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+10
Holders Change %
+3.73%
% of All Funds
7.43%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.59%
New
28
Increased
104
Reduced
94
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
201
Thomaspartners
Massachusetts
$315K
MBTD
202
Mechanics Bank - Trust Department
California
$309K +$309K +2,804 New
TI
203
Truepoint Inc
Ohio
$308K -$22K -200 -7%
NAM
204
NTV Asset Management
West Virginia
$302K
HB
205
Homrich & Berg
Georgia
$300K
WA
206
Waverly Advisors
Alabama
$297K +$297K +2,700 New
VWM
207
Venturi Wealth Management
Texas
$294K
BFPW
208
BOK Financial Private Wealth
Colorado
$266K
HFS
209
Haverford Financial Services
Pennsylvania
$260K
ST
210
Smithfield Trust
Pennsylvania
$251K
DC
211
Davenport & Co
Virginia
$244K
FAT
212
First American Trust
California
$243K +$5.07K +46 +2%
OC
213
Oakworth Capital
Alabama
$234K
Fidelity Investments
214
Fidelity Investments
Massachusetts
$229K +$229K +2,077 New
FI
215
FormulaFolio Investments
Michigan
$217K +$217K +1,975 New
RWA
216
RGT Wealth Advisors
Texas
$216K +$216K +1,965 New
LS
217
Lattice Strategies
Pennsylvania
$214K -$31.4K -285 -13%
CWM
218
Cornerstone Wealth Management
Missouri
$204K +$204K +1,867 New
NFG
219
Next Financial Group
Texas
$203K +$168K +1,520 +475%
CCP
220
Corient Capital Partners
California
$203K +$203K +1,842 New
WP
221
WealthSource Partners
California
$201K -$77.6K -705 -28%
ACS
222
Archford Capital Strategies
Illinois
$197K +$23.8K +217 +14%
SAM
223
Shamrock Asset Management
Texas
$195K -$249K -2,260 -56%
KT
224
Kanaly Trust
Texas
$188K -$44.5K -405 -19%
WA
225
Winfield Associates
Ohio
$179K