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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 %
WCM
351
WealthBridge Capital Management
Ohio
$23K
OWD
352
Osborn Williams & Donohoe
Ohio
$21K +$21K +200 New
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$19K
LA
354
Legacy Advisors
Pennsylvania
$19K +$19K +183 New
HI
355
Hudock Inc
Pennsylvania
$18K -$953 -9 -5%
WB
356
Webster Bank
Connecticut
$18K
SF
357
Synovus Financial
Georgia
$18K
CAM
358
Cresset Asset Management
Illinois
$18K +$18K +167 New
VFA
359
Valeo Financial Advisors
Indiana
$17K
SFG
360
SevenBridge Financial Group
Pennsylvania
$17K +$10.5K +98 +163%
GSWM
361
Golden State Wealth Management
California
$17K +$17K +164 New
PO
362
Private Ocean
California
$16K
QCIG
363
Quad-Cities Investment Group
Iowa
$16K
FRA
364
Front Row Advisors
California
$15K
SWM
365
SeaCrest Wealth Management
New York
$13K
CAL
366
Capital Analysts LLC
Pennsylvania
$13K
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
$12K
LFASL
368
Lugano Financial Advisors SA (LFA)
Switzerland
$11K -$66K -660 -86%
TA
369
TCG Advisors
Texas
$11K +$11K +108 New
MWM
370
Mascoma Wealth Management
New Hampshire
$10K
JFA
371
JNBA Financial Advisors
Minnesota
$10K +$7.55K +74 +308%
FHA
372
First Horizon Advisors
Tennessee
$10K +$10K +100 New
SSB
373
Sandy Spring Bank
Maryland
$9K
SHIM
374
Stone House Investment Management
Pennsylvania
$8K +$8K +77 New
MSA
375
Marino Stram & Associates
Massachusetts
$7K