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iShares MBS ETF

316 hedge funds and large institutions have $10.6B invested in iShares MBS ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 129 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-8
Holders Change %
-2.47%
% of All Funds
7.24%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
36
Increased
129
Reduced
101
Closed
40
Calls
Puts
$1.14M
Net Calls
-$1.14M
Net Calls Change
-$585K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
251
Advisornet Financial
Minnesota
$95K -$80.2K -773 -46%
ML
252
McAdam LLC
Pennsylvania
$94K
BAM
253
Barrett Asset Management
New York
$91K -$31.2K -300 -26%
SAM
254
Solaris Asset Management
New York
$83K
WAM
255
Wealthspire Advisors (Maryland)
Maryland
$73K
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.7K
FGAM
257
Financial Gravity Asset Management
Texas
$58K -$1.24K -12 -2%
GWM
258
Geneos Wealth Management
Colorado
$58K +$10.5K +102 +22%
CDIA
259
Capital Directions Investment Advisors
Georgia
$58K +$58K +552 New
HDIM
260
Hanson & Doremus Investment Management
Vermont
$56K -$42.1K -403 -43%
AIP
261
Ameritas Investment Partners
Nebraska
$56K +$2.17K +21 +4%
PA
262
Parallel Advisors
California
$55K -$25.7K -250 -32%
RCG
263
Ruggie Capital Group
Florida
$55K +$55K +531 New
SWM
264
SeaCrest Wealth Management
New York
$54K
AWM
265
AllSquare Wealth Management
New York
$52K +$38.8K +373 +294%
AIM
266
Anchor Investment Management
South Carolina
$45.8K -$4.17K -40 -8%
PGA
267
Premia Global Advisors
Florida
$45K -$60.4K -593 -57%
AWA
268
Acorn Wealth Advisors
Michigan
$45K
WF
269
WealthTrust Fairport
Ohio
$43K
PGWM
270
Parisi Gray Wealth Management
New Jersey
$39K
BRC
271
Bell Rock Capital
Delaware
$34K -$630 -6 -2%
WPA
272
West Paces Advisors
Georgia
$33.3K +$33.3K +320 New
AIM
273
Advantage Investment Management
Iowa
$33K
KCPG
274
Kavar Capital Partners Group
Kansas
$30K
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$29K +$26.1K +251 +896%