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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 %
CFG
301
Cooper Financial Group
California
$398K +$398K +3,676 New
GTAM
302
Global Trust Asset Management
Florida
$396K +$396K +3,655 New
TFGT
303
TS Financial Group (TSFG)
Illinois
$387K +$16.6K +153 +4%
LFAS
304
Level Four Advisory Services
Texas
$379K -$1.73K -16 -0.5%
IAA
305
Ironsides Asset Advisors
North Carolina
$379K
OFG
306
OmniStar Financial Group
North Carolina
$378K +$171K +1,577 +82%
HWM
307
Highwater Wealth Management
Colorado
$372K -$4.98K -46 -1%
VWA
308
V Wealth Advisors
Kansas
$371K +$41.6K +384 +13%
OWP
309
Obermeyer Wealth Partners
Colorado
$369K
CFB
310
Cullen/Frost Bankers
Texas
$368K +$243K +2,242 +194%
MWM
311
Merriman Wealth Management
Washington
$360K -$27.9K -258 -7%
BPB
312
Badgley, Phelps & Bell
Washington
$356K +$1.63K +15 +0.5%
SFP
313
Shepherd Financial Partners
Massachusetts
$354K -$3.15K -29 -0.9%
HR
314
Hayden Royal
North Carolina
$347K -$205K -1,891 -37%
WIA
315
World Investment Advisors
California
$343K +$19.5K +180 +6%
WS
316
Wedbush Securities
California
$339K +$11.3K +104 +3%
LPIC
317
LeJeune Puetz Investment Counsel
Michigan
$336K
APA
318
American Portfolios Advisors
New York
$329K +$198K +1,832 +152%
Federated Hermes
319
Federated Hermes
Pennsylvania
$327K -$2.71K -25 -0.8%
CHAM
320
Clear Harbor Asset Management
Connecticut
$316K -$1.3K -12 -0.4%
SWP
321
Strategic Wealth Partners
Ohio
$313K +$230K +52,583 +280%
GIA
322
Gladstone Institutional Advisory
Florida
$307K +$18K +166 +6%
IAS
323
IMA Advisory Services
Colorado
$303K
DBT
324
Dubuque Bank & Trust
Iowa
$298K -$16.9K -156 -5%
B
325
Barings
North Carolina
$298K +$271K +2,500 +1,000%