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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 %
WT
326
Whittier Trust
California
$64K
AWM
327
AllSquare Wealth Management
New York
$62K +$8.74K +82 +16%
NFG
328
Next Financial Group
Texas
$61K -$1.54M -14,581 -96%
NFH
329
NEXT Financial Holdings
Texas
$61K +$61K +578 New
SIM
330
Sonora Investment Management
Arizona
$59K +$59K +558 New
CFD
331
Creative Financial Designs
Indiana
$57K -$5.28K -50 -8%
AIP
332
Ameritas Investment Partners
Nebraska
$55K -$1.37K -13 -2%
CFA
333
Camarda Financial Advisors
Florida
$53K +$53K +500 New
WP
334
WealthShield Partners
North Carolina
$52K +$5.2K +49 +11%
PGA
335
Premia Global Advisors
Florida
$47K +$47K +442 New
AIM
336
Anchor Investment Management
South Carolina
$46.8K
EFSCE
337
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$42.9K +403 +4,030%
PCIA
338
Prime Capital Investment Advisors
Kansas
$44K +$44K +412 New
PGWM
339
Parisi Gray Wealth Management
New Jersey
$40K
AWMS
340
Advocacy Wealth Management Services
Georgia
$40K
SAM
341
Strategy Asset Managers
California
$37K +$37K +352 New
BRC
342
Bell Rock Capital
Delaware
$34K
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$34K +$5.67K +54 +20%
RFWA
344
RPg Family Wealth Advisory
Massachusetts
$31.6K +$9.36K +88 +42%
PCP
345
Proficio Capital Partners
Massachusetts
$31K
IWP
346
Icon Wealth Partners
Texas
$30K +$30K +286 New
FGAM
347
Financial Gravity Asset Management
Texas
$28K +$28K +266 New
B
348
Barings
North Carolina
$27K -$162K -1,500 -86%
SBL
349
Sargent Bickham Lagudis
Colorado
$25K +$25K +238 New
Bessemer Group
350
Bessemer Group
New Jersey
$23K -$1.18K -11 -5%