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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 %
DWM
276
Destination Wealth Management
California
$29K +$29K +278 New
IWP
277
Icon Wealth Partners
Texas
$28K +$28K +267 New
RFWA
278
RPg Family Wealth Advisory
Massachusetts
$27.9K -$37.8K -363 -58%
MBT
279
Monroe Bank & Trust
Michigan
$26K
CFA
280
Carroll Financial Associates
North Carolina
$24K +$19.4K +189 +420%
MPPLM
281
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$22K
BA
282
Ballew Advisors
Mississippi
$21K
CTC
283
Central Trust Company
Missouri
$21K +$21K +202 New
RCA
284
Rowland Carmichael Advisors
Arizona
$20K
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$19K
LYV
286
Live Your Vision
Pennsylvania
$19K +$19K +181 New
WB
287
Webster Bank
Connecticut
$17K -$18.3K -179 -52%
VFA
288
Valeo Financial Advisors
Indiana
$17K +$10.4K +98 +158%
PO
289
Private Ocean
California
$16K -$31.8K -300 -67%
QCIG
290
Quad-Cities Investment Group
Iowa
$16K +$16K +149 New
TRCT
291
Tower Research Capital (TRC)
New York
$14K +$14K +135 New
SIS
292
Sound Income Strategies
Florida
$13K -$3.1K -30 -19%
CAL
293
Capital Analysts LLC
Pennsylvania
$13K -$2.18K -21 -14%
WC
294
Whitney & Co
New York
$13K +$13K +125 New
PCG
295
Private Capital Group
Connecticut
$12K -$298 -3 -2%
APA
296
American Portfolios Advisors
New York
$11.4K -$43.9K -421 -79%
WT
297
Whittier Trust
California
$11K
PFGIA
298
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$89.4K -858 -90%
MWM
299
Mascoma Wealth Management
New Hampshire
$10K
BCA
300
Bay Colony Advisors
Massachusetts
$8K +$8K +78 New