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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 %
AIP
301
Ameritas Investment Partners
Nebraska
$55K -$1.55K -15 -3%
FGC
302
Financial Gravity Companies
Texas
$54K +$54K +517 New
AWM
303
AllSquare Wealth Management
New York
$52K
RFC
304
Regions Financial Corp
Alabama
$51K +$15.8K +150 +45%
AIM
305
Anchor Investment Management
South Carolina
$46K
WP
306
WealthShield Partners
North Carolina
$46K +$39.3K +377 +589%
EWA
307
ERTS Wealth Advisors
Michigan
$42K +$42K +397 New
PGWM
308
Parisi Gray Wealth Management
New Jersey
$39K
AWMS
309
Advocacy Wealth Management Services
Georgia
$39K +$39K +374 New
WPA
310
West Paces Advisors
Georgia
$33.5K
BRC
311
Bell Rock Capital
Delaware
$33K
PCP
312
Proficio Capital Partners
Massachusetts
$30K
WAP
313
Wealthcare Advisory Partners
Pennsylvania
$28K -$933 -9 -3%
Bessemer Group
314
Bessemer Group
New Jersey
$24K -$21.3K -200 -47%
CFA
315
Carroll Financial Associates
North Carolina
$24K
RCG
316
Ruggie Capital Group
Florida
$23K -$13.2K -127 -36%
WCM
317
WealthBridge Capital Management
Ohio
$22K +$22K +215 New
RFWA
318
RPg Family Wealth Advisory
Massachusetts
$21.9K
GSC
319
G&S Capital
Colorado
$20K +$20K +191 New
MOS
320
MGO One Seven
Ohio
$20K +$20K +193 New
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$19K
S
322
SignatureFD
Georgia
$19K +$19K +183 New
SF
323
Synovus Financial
Georgia
$18K -$88.3K -834 -83%
HI
324
Hudock Inc
Pennsylvania
$18K +$18K +179 New
APA
325
American Portfolios Advisors
New York
$17.8K