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iShares MBS ETF

356 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 105 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+39
Holders Change %
+12.3%
% of All Funds
7.94%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.65%
New
82
Increased
105
Reduced
124
Closed
41
Calls
$283K
Puts
$712K
Net Calls
-$429K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Shares
Change %
W
276
WealthOne
New York
$170K +$170K +1,628 New
FA
277
Financial Advantage
Maryland
$157K +$157K +1,507 New
PCG
278
Private Capital Group
Connecticut
$153K -$16.8K -160 -10%
Fidelity Investments
279
Fidelity Investments
Massachusetts
$136K +$73.5K +707 +118%
LNB
280
Ledyard National Bank
$124K
RCAG
281
Rehmann Capital Advisory Group
Michigan
$119K -$1.73M -16,521 -94%
LWM
282
Liberty Wealth Management
California
$100K +$100K +956 New
MFW
283
Mosaic Family Wealth
Missouri
$97K -$59.3K -565 -38%
WTC
284
WhitTier Trust Company
Nevada
$96K
PA
285
Parallel Advisors
California
$93K -$67.1K -643 -42%
BAM
286
Barrett Asset Management
New York
$92K
WWM
287
Willingdon Wealth Management
North Carolina
$89K +$89K +852 New
GCM
288
Gables Capital Management
Florida
$84K
ESB
289
Essex Savings Bank
Connecticut
$84K +$84K +800 New
PB
290
Pinnacle Bancorp
Nebraska
$82K +$82K +787 New
LFASL
291
Lugano Financial Advisors SA (LFA)
Switzerland
$80K
AF
292
Advisornet Financial
Minnesota
$77K -$2.31K -22 -3%
WAM
293
Wealthspire Advisors (Maryland)
Maryland
$74K +$628 +6 +0.9%
BI
294
Bramshill Investments
Florida
$70K +$70K +670 New
CAL
295
Capital Advisors Ltd
Ohio
$68K
FCA
296
FinTrust Capital Advisors
South Carolina
$67K +$67K +642 New
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67K
WT
298
Whittier Trust
California
$63K
CFD
299
Creative Financial Designs
Indiana
$62K -$36.8K -350 -37%
BHWM
300
Bay Harbor Wealth Management
Maryland
$57K +$57K +541 New