MBB icon

iShares MBS ETF

324 hedge funds and large institutions have $10.7B invested in iShares MBS ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 106 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
7.44%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.41%
New
47
Increased
128
Reduced
106
Closed
50
Calls
$345K
Puts
$900K
Net Calls
-$555K
Net Calls Change
-$224K
Name Holding Trade Value Shares
Change
Shares
Change %
FANJ
301
Financial Architects (New Jersey)
New Jersey
$12K -$102K -988 -89%
HWM
302
Holloway Wealth Management
Florida
$12K
CHP
303
Cable Hill Partners
Oregon
$12K +$12K +116 New
WT
304
Whittier Trust
California
$11K
MOS
305
MGO One Seven
Ohio
$10K -$6.56K -61 -40%
MWM
306
Mascoma Wealth Management
New Hampshire
$10K
RFM
307
Royal Fund Management
Florida
$9K +$4.26K +45 +90%
PMFA
308
Plante Moran Financial Advisors
Michigan
$9K +$9K +82 New
RFC
309
Regions Financial Corp
Alabama
$8K -$17K -168 -68%
MSA
310
Marino Stram & Associates
Massachusetts
$7K
PWAG
311
Polaris Wealth Advisory Group
California
$7K +$7K +70 New
QI
312
QS Investors
New York
$6K -$399 -5,548 -6%
VFA
313
Valeo Financial Advisors
Indiana
$6K
SFG
314
SevenBridge Financial Group
Pennsylvania
$6K
1IA
315
1834 Investment Advisors
Wisconsin
$4K -$17.6K -154 -81%
CFA
316
Carroll Financial Associates
North Carolina
$4K -$10.7K -120 -73%
PK
317
Pflug Koory
Nebraska
$4K
AF
318
Allworth Financial
California
$4K
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$3K
THWM
320
Taylor Hoffman Wealth Management
Virginia
$2K +$2K +15 New
BFC
321
Bedel Financial Consulting
Indiana
$2K +$2K +21 New
BCI
322
Brinker Capital Investments
Pennsylvania
$1K
ED
323
Exane Derivatives
France
$940
CIA
324
Capital Investment Advisors
Georgia
-$18.6M -174,157 Closed
Natixis Advisors
325
Natixis Advisors
Massachusetts
-$14.4M -135,380 Closed