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iShares MBS ETF

429 hedge funds and large institutions have $16.8B invested in iShares MBS ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+20
Holders Change %
+4.89%
% of All Funds
9.42%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
68
Increased
229
Reduced
90
Closed
45
Calls
$111M
Puts
$56.7M
Net Calls
+$53.9M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
251
WrapManager Inc
California
$775K +$78.8K +727 +11%
I
252
INVST
Indiana
$763K +$763K +7,060 New
DAS
253
Dynamic Advisor Solutions
Arizona
$752K +$232K +2,145 +45%
FHC
254
First Heartland Consultants
Missouri
$734K +$385K +3,554 +110%
SAM
255
Shamrock Asset Management
Texas
$732K +$181K +1,670 +33%
KM
256
Kalos Management
Georgia
$713K -$39.1K -361 -5%
Creative Planning
257
Creative Planning
Kansas
$713K +$19.8K +183 +3%
WWM
258
Western Wealth Management
Colorado
$701K +$135K +1,255 +24%
KWM
259
Kingsview Wealth Management
Oregon
$700K +$246K +2,271 +54%
VC
260
Vicus Capital
Pennsylvania
$699K +$699K +6,455 New
SG Americas Securities
261
SG Americas Securities
New York
$697K +$697K +6,432 New
GWM
262
Geneos Wealth Management
Colorado
$680K +$95.2K +879 +16%
BF
263
BOK Financial
Oklahoma
$673K -$154K -1,422 -19%
FCA
264
FinTrust Capital Advisors
South Carolina
$673K -$8.88K -82 -1%
JCM
265
Jacobi Capital Management
Pennsylvania
$660K +$13.5K +125 +2%
LW
266
Linscomb Wealth
Texas
$650K
MG
267
Mather Group
Illinois
$646K +$646K +5,960 New
WWM
268
WT Wealth Management
Arizona
$646K +$646K +5,974 New
ACP
269
Aveo Capital Partners
Colorado
$645K +$210K +1,942 +48%
PCG
270
Private Capital Group
Connecticut
$642K +$629K +5,802 +4,795%
W
271
WealthOne
New York
$640K -$50.5K -466 -7%
MA
272
Mutual Advisors
Nebraska
$640K +$133K +1,232 +26%
CCG
273
Cypress Capital Group
Florida
$626K -$549K -5,070 -47%
IP
274
Intellectus Partners
California
$601K +$217 +2 +0%
CCA
275
Catalyst Capital Advisors
New York
$600K +$600K +5,540 New