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iShares MBS ETF

389 hedge funds and large institutions have $14.3B invested in iShares MBS ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 155 increasing their positions, 108 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+33
Holders Change %
+9.27%
% of All Funds
8.43%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.52%
New
75
Increased
155
Reduced
108
Closed
38
Calls
$287K
Puts
$277K
Net Calls
+$10K
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
301
Cetera Investment Advisers
Illinois
$205K -$49.6K -465 -19%
PA
302
Parallel Advisors
California
$200K +$105K +989 +111%
FAT
303
First American Trust
California
$200K +$200K +1,882 New
BCI
304
Brinker Capital Investments
Pennsylvania
$189K -$296K -2,773 -61%
FHA
305
Flagship Harbor Advisors
Massachusetts
$184K
ACS
306
Archford Capital Strategies
Illinois
$181K -$110K -1,029 -38%
RFC
307
Regions Financial Corp
Alabama
$176K +$124K +1,163 +240%
FA
308
Financial Advantage
Maryland
$160K
CFA
309
Carroll Financial Associates
North Carolina
$130K +$105K +990 +418%
PCG
310
Private Capital Group
Connecticut
$123K -$32.3K -303 -21%
LWM
311
Liberty Wealth Management
California
$120K +$18.8K +178 +19%
CMO
312
Covenant Multifamily Offices
Texas
$103K +$103K +967 New
ASN
313
Advisory Services Network
Georgia
$102K -$1.56M -14,581 -94%
MFW
314
Mosaic Family Wealth
Missouri
$98K
BAM
315
Barrett Asset Management
New York
$93K
LFA
316
Legacy Financial Advisors
Kentucky
$92K +$92K +864 New
GCM
317
Gables Capital Management
Florida
$85K
PB
318
Pinnacle Bancorp
Nebraska
$85K +$1.28K +12 +2%
ESB
319
Essex Savings Bank
Connecticut
$83K -$2.13K -20 -3%
TWA
320
TCI Wealth Advisors
Arizona
$81K +$75.8K +717 +1,463%
AF
321
Advisornet Financial
Minnesota
$78K +$212 +2 +0.3%
BHWM
322
Bay Harbor Wealth Management
Maryland
$76K +$18.2K +170 +31%
WAM
323
Wealthspire Advisors (Maryland)
Maryland
$75K
CAL
324
Capital Advisors Ltd
Ohio
$69K
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.1K