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iShares MBS ETF

294 hedge funds and large institutions have $6.86B invested in iShares MBS ETF in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+16
Holders Change %
+5.76%
% of All Funds
7.36%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
52
Increased
90
Reduced
109
Closed
33
Calls
Puts
$1.94M
Net Calls
-$1.94M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Shares
Change %
NFP
201
Narus Financial Partners
Utah
$355K +$355K +3,341 New
Fidelity International
202
Fidelity International
Bermuda
$351K +$2.55K +24 +0.7%
JFGLC
203
Johnson Financial Group LLC (Colorado)
Colorado
$339K +$339K +3,188 New
ACS
204
Archford Capital Strategies
Illinois
$335K +$144K +1,354 +75%
Bessemer Group
205
Bessemer Group
New Jersey
$319K
CAM
206
Capstone Asset Management
Texas
$318K -$9.88K -93 -3%
NPC
207
National Planning Corporation
California
$314K -$536K -5,051 -63%
GC
208
Garde Capital
Washington
$313K +$313K +2,939 New
EWA
209
EP Wealth Advisors
California
$310K -$48K -944 -13%
FC
210
FCA Corp
Texas
$308K -$1.6K -15 -0.5%
TI
211
Truepoint Inc
Ohio
$298K
MBTD
212
Mechanics Bank - Trust Department
California
$298K
WCM
213
Weatherstone Capital Management
Colorado
$297K -$207K -1,953 -41%
T
214
Thomaspartners
Massachusetts
$293K -$11.6K -109 -4%
CCFCSB
215
Cape Cod Five Cents Savings Bank
Massachusetts
$292K -$158K -1,485 -35%
GWM
216
Geneos Wealth Management
Colorado
$287K -$139K -1,311 -33%
VWM
217
Venturi Wealth Management
Texas
$278K -$5.85K -55 -2%
Invesco
218
Invesco
Georgia
$277K -$64K -602 -19%
HB
219
Homrich & Berg
Georgia
$274K -$16.1K -151 -6%
NA
220
Nottingham Advisors
New York
$250K -$76K -715 -23%
HFS
221
Haverford Financial Services
Pennsylvania
$247K -$3.93K -37 -2%
CC
222
Cedar Capital
Illinois
$245K -$143K -1,341 -37%
BFPW
223
BOK Financial Private Wealth
Colorado
$239K -$17.3K -163 -7%
DC
224
Davenport & Co
Virginia
$239K +$3.51K +33 +1%
FHA
225
Flagship Harbor Advisors
Massachusetts
$235K +$235K +2,221 New