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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 %
APC
326
Aspire Private Capital
North Carolina
$296K +$238K +2,195 +410%
FWP
327
FAS Wealth Partners
Kansas
$292K +$4.11K +38 +1%
CG
328
Colony Group
Massachusetts
$290K +$8.33K +77 +3%
FAT
329
First American Trust
California
$285K +$65.7K +605 +30%
VA
330
Valmark Advisers
Ohio
$285K +$285K +2,629 New
William Blair & Company
331
William Blair & Company
Illinois
$283K +$62.9K +580 +29%
BFEC
332
Benjamin F. Edwards & Company
Missouri
$272K +$39.8K +368 +17%
Cetera Investment Advisers
333
Cetera Investment Advisers
Illinois
$263K +$46.6K +425 +22%
WPSG
334
Wealth & Pension Services Group
Georgia
$262K -$20K -185 -7%
BWP
335
Bernardo Wealth Planning
Pennsylvania
$260K +$260K +2,409 New
CF
336
Centaurus Financial
California
$256K +$39.2K +362 +18%
DCM
337
Donaldson Capital Management
Indiana
$251K +$251K +2,320 New
GVAG
338
Great Valley Advisor Group
Delaware
$249K +$7.68K +71 +3%
PFS
339
Prospera Financial Services
Texas
$245K +$245K +2,259 New
MC
340
Moors & Cabot
Massachusetts
$245K +$245K +2,284 New
FAG
341
Financial Advisory Group
Texas
$244K
CWP
342
Capital Wealth Planning
Florida
$244K +$244K +2,261 New
ASN
343
Advisory Services Network
Georgia
$239K
DI
344
DFPG Investments
Utah
$239K +$239K +2,205 New
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
$237K +$225K +2,070 +1,800%
APP
346
Avantax Planning Partners
Iowa
$234K +$234K +2,159 New
OC
347
Oakworth Capital
Alabama
$230K
CBFP
348
Cedar Brook Financial Partners
Ohio
$228K +$21.3K +197 +10%
HIM
349
Hanlon Investment Management
New Jersey
$227K +$227K +2,099 New
CCM
350
Covington Capital Management
California
$219K