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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 %
CCA
276
Cobblestone Capital Advisors
New York
$599K +$19K +175 +3%
AWE
277
Avidian Wealth Enterprises
Texas
$564K +$564K +5,204 New
FNT
278
First National Trust
Pennsylvania
$540K +$73.9K +682 +16%
AWM
279
Alterna Wealth Management
Texas
$508K +$148K +1,370 +41%
OIA
280
OneDigital Investment Advisors
Kansas
$487K +$487K +4,494 New
MAM
281
Meeder Asset Management
Ohio
$485K +$4.55K +42 +0.9%
PCM
282
Peak Capital Management
Colorado
$477K -$121K -1,120 -20%
EWA
283
EP Wealth Advisors
California
$468K -$96.1K -888 -17%
PPA
284
Parametric Portfolio Associates
Washington
$461K +$1.19K +11 +0.3%
M&T Bank
285
M&T Bank
New York
$460K +$171K +1,575 +59%
MRC
286
Millburn Ridgefield Corp
New York
$452K +$45.1K +417 +11%
NDSI
287
Newman Dignan & Sheerar Inc
Rhode Island
$451K +$2.6K +24 +0.6%
LWANC
288
Laurel Wealth Advisors (North Carolina)
North Carolina
$446K +$21.5K +198 +5%
PG
289
Patten Group
Tennessee
$445K +$216K +1,995 +94%
CA
290
Capital Advantage
California
$445K +$445K +4,110 New
OMC
291
Old Mission Capital
Illinois
$445K +$445K +4,110 New
BF
292
Blankinship & Foster
California
$442K +$1.95K +18 +0.4%
CIAS
293
Capital Investment Advisory Services
North Carolina
$437K
WI
294
Wintrust Investments
Illinois
$431K +$431K +3,979 New
LTI
295
Laffer Tengler Investments
Tennessee
$428K +$67.3K +621 +19%
TWM
296
Torch Wealth Management
Ohio
$422K -$5.41K -50 -1%
FIM
297
Freedom Investment Management
Connecticut
$422K -$1.73K -16 -0.4%
Comerica Bank
298
Comerica Bank
Texas
$420K -$120K -1,114 -22%
SI
299
Stephens Inc
Arkansas
$410K -$732K -6,760 -64%
MAU
300
MRA Associates USA
Arizona
$400K +$44.7K +413 +13%